Brian Perkins is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and one year of industry experience. His background includes roles at Fidelity Investments and Crowe LLP, as well as positions at Texas A&M University Student Success Center and Tony Jeary International Consulting Firm. 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. The firm offers discretionary and non-discretionary advisory services, manages fund advisory operations, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Cox is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He specializes in pre-retirement planning, assisting clients in understanding their retirement options, including social security strategies and personalized financial planning tailored to their goals and lifestyle. Prior to joining Fidelity Investments, Brandon worked as an Investment Consultant at TD Ameritrade from 2008 to 2015. Brandon holds insurance licenses in Arkansas and California and is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. His expertise centers on helping clients prepare for retirement and make informed financial decisions. Outside of his professional career, Brandon enjoys family activities, fitness, reading, scuba diving, and traveling.

Amy Dowell is a financial advisor at Charles Schwab with 19 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2015. In addition to her advisory role, she is a member and manager of Dowell Investments LLC, which operates Magnolia Child, a children's clothing and accessory boutique. 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 combination of non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure to support a large client base.

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.

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.

Heather Johnson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2009, following five years at Banc of America Investment Services, Inc. She is also a trustee for several family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Charles Schwab, where he has been since 2023. Outside of finance, he works part-time as a delivery driver for a logistics company. 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 alongside brokerage and custody services. The firm’s integrated scale supports a broad client base through multiple advisory platforms and centralized operations.

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.

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.

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.