Charles Bryce is a financial advisor with J.P. Morgan Securities in Colleyville, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in religious instruction, including public speaking, teaching, writing, and leadership activities related to church planting and pastoral care. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Colton Cobb is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he was involved with 7Brew Coffee. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its formal advisory role to multiple registered investment companies and fund-of-funds.

Tin Nguyen is a financial advisor at Wells Fargo Clearing in Fort Worth, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at AmeriSave Mortgage Corporation, 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 research from Wells Fargo Investment Institute and third-party data.

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 the Series 66 and Series 63 licenses and has worked at Charles Schwab since 2023, following nine years at TD Ameritrade. Outside of his advisory role, he works 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 a blend of non-discretionary and discretionary investment management with integrated brokerage and custody services.

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 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Creighton University Athletics, McCarthy Capital, and Saint John's University. He has additional experience related to Omaha Country Club and a background in full-time education. Charles Schwab 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 options, leveraging multi-asset model portfolios, alternative investment opportunities, and centralized custodial and supervisory support.

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 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 1998. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from 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 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.

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.

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.

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.