Wendy Baylis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Charles Schwab since 2018 and previously at Elevate Healthcare Consultants and The Delta Companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated structure, and multi-asset model portfolio approach.

Garrett Ogaz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for nine years before joining Charles Schwab. Outside of finance, he is involved in a delivery business, working part-time as a driver for Take-Off Logistics LLC. Charles Schwab serves 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Meghan Herrling is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019, following roles at Alight Solutions and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is notable for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and registration as a commodity pool operator.

Ryan Cummings is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles in mortgage services, nonprofit organizations, and professional sports. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse range of clients, including an IRS-qualified Charitable Gift Fund and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Jack Truscott is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Creighton University Athletics, McCarthy Capital, and Saint John's University. He also has a background involving the Omaha Country Club and full-time education. Charles Schwab serves 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 offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Timothy Glaser is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His career at Fidelity includes roles at Fidelity Investments Institutional Services Company since 1998 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jacob Rankin is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various Fidelity divisions since 1999. Outside of his advisory work, he is involved in an oil and gas drilling lease in Texas, overseeing approval for natural gas extraction activities. Fidelity’s Strategic Advisers LLC serves a broad client base, offering investment management and advisory services that combine fundamental research with quantitative and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, employs systematic methodologies, and provides oversight in delegating management to sub-advisers.

Jeanette Houle is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has two years of industry experience and has worked at Fidelity Investments since 2022. Her prior roles include various community and educational positions, including involvement with several Catholic churches and a liberal arts college. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and Charitable Gift Funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Gautam Vangala is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior experience includes roles at TD Ameritrade, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He also teaches a leadership course at Southern Methodist University’s Cox Business School. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments.

Connor Price is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Price and Associates Team. As a second-generation financial advisor, he brings a foundational understanding of the principles of investing, cultivated through exposure to the industry from an early age. Since joining the team full time in 2020, Connor focuses on various client needs including college education planning, personal retirement planning, legacy planning, portfolio management, and strategies for small businesses and sports and entertainment professionals. Connor graduated from Baylor University in 2020 with a bachelor's degree in Political Science, concentrating on Domestic Economic Policy and the Economics of Warfare. His academic background, combined with his hands-on experience, informs his ability to offer clients tailored financial strategies in a dynamic economic environment. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Connor enjoys chess, football, hunting, ice hockey, reading, traveling, and spending time with his family. He resides in Northlake with his wife and dog.

Collin Maloney is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in home security and has experience as a musician for hire playing bass and lead guitar with local bands. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Kevin Olszta is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Mr. Cooper for nine years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Reul is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 registrations and nine years of industry experience. He has been with Charles Schwab since 2016. 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 offers primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside a platform supporting alternative investments.

Loren Stewart is a CFP® with 12 years of industry experience, currently serving at Charles Schwab in Westlake, TX. His prior experience includes multiple roles at Fidelity Investments from 2013 to 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 offers a combination of non-discretionary and discretionary investment options utilizing multi-asset model portfolios and integrates brokerage, custody, and advisory services within a large-scale operational framework.

Grant Davis is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at multiple Fidelity entities since 2018, with earlier experience including roles at the University of Arkansas and Fitness One. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive capabilities including CFTC registration and the use of AI-driven methodologies.

Neal Belcher is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to his career in finance, he worked at Academy Sports and Outdoors for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and it manages model portfolios using a systematic, long-term asset allocation approach.

Shea Dersham is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Darryl Henderson Sr. is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2014. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering services that include discretionary management and oversight of affiliated sub-advisers.

Hal Rutledge is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fidelity Investments and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Sagepoint Financial, and Rutledge Equity Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Justin LaBonte is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with individuals and families to develop financial strategies tailored to their unique goals and circumstances. He emphasizes a personalized approach that fosters trust and transparency to support clients' financial well-being. His career at Fidelity Investments began in 2023 as a Transaction Processor Intern. He then progressed through roles including Client Relationship Advocate and various levels of Investment Solutions Representative, gaining experience in investment services and client relationship management. Outside of his professional role, Justin enjoys activities such as concerts, fitness, football, golf, parenthood, and running.