Sabrina Onderko is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. She has been with Wells Fargo Bank, N.A. since 2022 and joined Wells Fargo Clearing in 2025. Prior to her financial services roles, she worked at The UPS Store for 19 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to offer both brokerage and advisory solutions across a broad array of financial products.

William Hill is a financial advisor with Wells Fargo Clearing in Fort Worth, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2020 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Dane Hjeltness is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior experience including service in the U.S. Navy and roles at Navy Federal Credit Union and Northwestern Mutual. Outside of advising, he is a cofounder and owner of NinetyFive Ventures LLC, an online retail business. 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 and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, serving multiple registered investment companies and delivering model portfolios through systematic methodologies.

Jonathan Garza is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity entities since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Charles Bryce is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes positions at Merrill and Banc of America Investment Services prior to joining J.P. Morgan Securities in 2012. Outside of his financial career, he is involved as a religious instructor, engaging in public speaking, teaching, writing, and various leadership roles related to religious services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative analysis and qualitative research, with an emphasis on a broad range of strategies including ESG considerations.

Colton Cobb is a financial advisor with Fidelity in Westlake, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in the coffee industry with 7Brew Coffee and has a background that includes full-time education and various roles outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its role as a commodity pool operator, advisory work with registered investment companies, and use of algorithmic methods and AI in research.

Tin Nguyen is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 registrations and four years of industry experience. Prior to his current role, he worked at AmeriSave Mortgage Corporation and held positions at Tetra Pak and CarMax. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

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 three years of industry experience. Before joining Fidelity in 2023, he held roles in various organizations including DHI Mortgage and Cru/Bridges International. He has also been involved with nonprofit and mission-focused groups such as the Center for Mission Mobilization and Camp Barnabas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Timothy Wendt is a financial advisor with Edward Jones in Ft. Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of nearly 24,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Gregory Davis is a financial advisor at Morgan Stanley in Fort Worth, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning through dedicated advisory teams. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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.

Kent Snodgrass is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with RBC Capital Markets since 2015. Outside of advising, he serves on the board of directors for Mira Vista Country Club and is a partner in a farming enterprise. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored portfolio management and financial planning through various advisory programs. The firm combines in-house and third-party investment resources with integrated capital markets and lending capabilities.

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.

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.

Jim Trejo is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to develop personalized financial plans tailored to individual needs. He provides ongoing support to help clients stay on track throughout various stages of life, emphasizing strong relationships built on trust and reliability. Jim's experience at Fidelity Investments includes roles as a Stock Plan Consultant from 2022 to 2023, a Stock Plan Associate in 2022, and a Customer Relationship Advocate from 2021 to 2022. These positions have contributed to his understanding of financial planning and client service. Outside of his professional responsibilities, Jim has interests in comedy, fishing, fitness, food, and playing musical instruments.

Bridget Karr is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Her prior work includes roles at PeopleScout and Beachbody LLC, as well as involvement with Zion Lutheran Church & School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

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.