Andrew Pickett is a financial advisor with RBC Capital Markets in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 17 years with RBC Capital Markets. Outside of his advisory role, he is the owner of a real estate business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles and provides integrated financial planning, custody, and brokerage services.

Tanner Annis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at H2E Incorporated and Huther & Associates. Tanner works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that use mutual funds, ETFs, and ETPs and supporting a range of advisory and management services.

Cynthia Timmons is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Wells Fargo Investments, LLC for eight years before joining her current firm in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jarrod Jordan is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He previously operated Melanie June Photography, LLC for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Spencer Perley is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he held various roles across airlines, hospitality, and technology sectors, including positions at American Airlines and Twitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Stephanie Addison is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kali Casas is an Investment Solutions Representative III at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at achieving both short-term and long-term goals. She is focused on creating tailored strategies that help clients feel confident in their financial journeys and emphasizes building strong client relationships. Kali has progressively advanced within Fidelity Investments since 2022, starting as a Customer Relationship Advocate before moving through successive roles as Investment Solutions Representative I and II. This experience has equipped her with a deep understanding of investment solutions and client service within the financial industry. Outside of her professional role, Kali has interests in art, fitness, horseback riding, outdoor adventures, theater, and traveling.

William Brown is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Sanctuary Advisors, Ameriprise Financial Services, Cetera Advisor Networks, Tower Square Securities, and Merrill. He is involved with Gladstone Wealth Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eboni Green is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Truist Financial and Asurion. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jesse Davis is Vice President and Wealth Planner at Fidelity Investments. He has held this position since 2018, following roles as Vice President, Financial Consultant (2011-2018), Retirement Relationship Manager (2008-2011), and Retirement Solutions Representative (2006-2008) at Fidelity Investments. With twenty years of planning experience, Jesse works with individuals and families to clarify their financial goals and build plans aligned with those objectives. His expertise includes retirement planning, family gifting, and charitable impact strategies. Jesse holds insurance licenses in Arkansas and California. Outside of his professional role, Jesse enjoys spending time at the beach, engaging with cars, cooking and baking, participating in family activities, and volunteering. He values parenthood and community involvement.

Marco Gutierrez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Management Consultant II and I, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. His professional experience encompasses strategic financial planning and investment management, with a focus on building deep relationships with clients to support their financial goals. Marco is committed to collaborating with families and individuals to develop customized financial plans. Outside of his professional work, Marco has interests in cooking and baking, fishing, fitness, reading, running, and traveling.

Evan Woodruff is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions outside the financial services sector, including roles at Cavender's Boot City and Olla Town Hall. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with unique features such as CFTC registration and advisory roles across multiple registered investment companies.

Erika Hanson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Cambria and a boutique retailer, as well as time as a full-time student. Erika is located in Westlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Camila Fonseca Tavera is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. She has been with Wells Fargo since 2016, including roles at Wells Fargo Bank, and joined Wells Fargo Clearing in 2026. Her prior experience includes work at State Farm and involvement with local theatre companies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Joseph Martinez Jr. is a financial advisor with Merrill in Hurst, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade, among others. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sean Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Homewood Mortgage, LLC for six years and at BMW Motorcycles of North Dallas for eleven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Rodenbaugh is a financial advisor with Raymond James & Associates in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Matthew Parnick is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has held roles at Fidelity Brokerage Services LLC since 2019, as well as previous positions at Stack Sports, ACTIVE Network, and Best Buy. Outside of his advisory work, he operates and maintains a website related to hobbies and collectibles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Katharine Archer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 credential and previously worked at AIG for 13 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Brant Ahlfinger is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Valor Mineral Management, Rydar Equities, and a four-year period at Texas Christian University. He has also been involved with Shady Valley Country Club and All Saints Episcopal. Fidelity's Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.