Matthew Hayes is a financial advisor with Osaic Wealth, Inc. in Keller, Texas, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Transamerica Financial Advisors, Overridge Wealth Advisors, and Signator Investors, Inc. He is involved in fundraising activities for the Autism Treatment Center of Dallas and serves as treasurer for a local homeowners association. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering brokerage and advisory services across multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a broad affiliate network and scale from recent consolidation activities.

Jill Earley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has been with Fidelity and its related entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to deliver model portfolios and manage a variety of fund structures.

Kelly Edwards is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Charles Schwab entities since 2021, with prior experience at Wells Fargo Clearing, Northern Trust, Chase Investment Services, Ameriprise, and other financial firms. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts, using multi-asset model portfolios and centralized operational support.

Bradley Heller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and has held various roles outside the financial industry, including positions at Amazon and teaching at Kingwood High School. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering a range of portfolio management and advisory solutions that integrate fundamental research with quantitative and algorithmic techniques.

Jonathan Shoush is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and 21 years of industry experience. His career includes significant tenure at Fidelity Investments from 2006 to 2025 and a brief period at Ameriprise in 2005-2006. He has also been with Charles Schwab and its affiliated entities since 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research and due diligence on alternative investments, all within a large-scale, integrated operational framework.

Aaron Soderstrom is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Chase Investment Services Corp., and Wells Fargo Investments. He is the owner of Omega Squared Capital Management, where he writes an investment newsletter, and serves as Chief Investment Strategist at Omega Squared Insights, focusing on macroeconomic indicator development and related research. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals, managing a multi-billion dollar asset base and offering a range of management platforms and proprietary model strategies.

Zachery Moreau is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2019 and held previous roles at Veritude, TD Ameritrade, and Power Home Remodel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of investment vehicles and employing oversight controls to address conflicts of interest.

Kevin Howard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life, and spent ten years at Entertainment Partners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carson Albright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Outside of finance, he operates an agricultural business focused on growing vegetables and raising livestock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and deliver model strategies through systematic methodologies.

Alberto Hurtado is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jesse Martinez is a CFP® professional affiliated with Charles Schwab in Westlake, TX, with four years of industry experience. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade from 2021 to 2024 and was self-employed from 2019 to 2021. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm provides a mix of non-discretionary and discretionary investment solutions through its integrated platform and multi-asset model portfolios.

Randy Mickey is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to develop and implement comprehensive financial strategies tailored to their individual goals, timelines, and risk profiles. His work involves providing guidance on investment strategies to support clients' long-term financial success. Randy has extensive experience within Fidelity Investments, having served in various roles including Relationship Manager, Investment Solutions Representative, Help Desk in Client Services, High Net Worth Associate, and Customer Relationship Advocate since 2017. Prior to joining Fidelity, he worked in the insurance and financial services industry in roles such as Retirement Specialist, Insurance Agent, Regional Claims Director, and Claims Adjuster among others. Outside of his professional career, Randy enjoys golf and traveling.

Adam Gonsoulin is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

William Naramore Sr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior work includes roles at Woodbury Financial Services, Banc of America Investment Services, Quick & Reilly, and UBS Financial Services. He serves as a board member and deacon at First Baptist Church of Dallas and is a trustee emeritus at John Brown University. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Matthew Smith is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Charles Schwab in 2017, he worked for Fidelity Brokerage Services LLC from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Stephen Sumner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both J.P. Morgan Securities and Wells Fargo in various capacities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative analysis and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Jacqueline Dangelmayr is a Series 66 licensed financial advisor with Edward Jones in Denton, TX, and has 11 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Jess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at FedEx, BYU Idaho, Towne Park Ltd., The Orange Peel, Captioncall, and Zumiez Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves a diverse client base including charitable funds and registered investment companies.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Parker Bow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. His professional background includes roles at Fidelity since 2019 and prior work with Corporate Design Inc. and Southlake Baptist Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and fund-of-funds and employs systematic methodologies supported by oversight controls and AI-driven research.