Jacob Rankin is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been associated with various Fidelity entities since 1999, including Fidelity Brokerage Services Inc and Fidelity Personal and Workplace Advisors. Outside of advisory work, he has involvement in oil and gas drilling through approval activities related to a mineral rights lease in Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for managing model portfolios across various structures and its role as a registered commodity pool operator with formal advisory responsibilities to multiple registered investment companies.

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 at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he teaches a leadership class at Southern Methodist University’s Cox Business School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and integrated brokerage and custody services.

John Halloran is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Halloran is co-owner of Catalyst Studio Productions, a video production company focused on corporate short-form videos, and he serves in various nonprofit and community leadership positions, including president of the board for the LoneStar chapter of Charitable Gift Planners. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 a Series 66 credential and six years of industry experience. His background includes roles at Fidelity Brokerage Service LLC and the University of Arkansas. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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 with Fidelity, holding a Series 66 designation and 10 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs, and it also offers oversight and advisory services to multiple registered investment companies.

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.

Christopher Fairfield is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials. He has been with Charles Schwab since 2026 and has prior experience with Mass Mutual Strategic Distributors, William Raveis, and other companies. His background includes roles in various industries before entering the financial sector. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset strategic allocation investment approach.

Judah Lewis is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Prior to joining Schwab, he worked with Voya Financial Partners and has experience in education and hotel front office operations. He is currently based in New York City. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a client relationship model that includes non-discretionary and discretionary investment management options.

Reilly Townsend is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Prior to joining Fidelity, he worked at Globe Life's Liberty National Division and has held various roles including positions at Zoom Roses and the University of Arkansas. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Victor Tignor is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and one year of industry experience. His prior work history includes roles in various sectors such as hospitality and aviation, including at Nine Flags Bar and Grill and American Airlines. Charles Schwab 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

James Ray is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. Outside of his advisory role, he has been involved in businesses including Moxies Plano and PyreFire Tables. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized operational structures.