Houston, TX Fm 1960rd W Office

Timothy Wells is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, Bank of Oklahoma Financial, and Wells Fargo Bank. Outside of advising, he has served as an independent contractor teaching Bible classes at Garden Oaks Church of Christ and operates a coaching and consulting business, The Infinite Executive. Fidelity Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Joe LeBrane is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He provides strategic financial guidance with a focus on proactive communication and personalized planning and investing approaches. Joe's work involves helping individuals and families make clear, disciplined financial decisions aligned with their long-term goals. Joe has extensive experience in the financial industry, having served as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Advisor and Financial Planning Specialist at Morgan Stanley from 2015 to 2020, and a Financial Services Representative at Hancock Whitney from 2013 to 2015. Outside of his professional work, Joe has interests in fitness, culinary experiences, golf, parenthood, and traveling.

Jordan Duncan is a Financial Consultant who partners with individuals and families to navigate financial decisions through personalized planning and clear, approachable guidance. Jordan focuses on education to help clients better understand their choices and the tradeoffs involved, working together to discuss goals, simplify complex topics, and develop strategies that reflect clients' priorities. Jordan's professional experience includes roles at Fidelity Investments, where Jordan worked as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Outside of work, Jordan has personal interests in cooking and baking, enjoys exploring food as a foodie, participates in social events with friends, and appreciates movies and music. Jordan is also involved in parenthood.

Donna Ward is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, she served as a Financial Advisor at Equitable from 2018 to 2023. Donna focuses on understanding clients' needs and goals to develop personalized financial plans aimed at providing clarity and confidence for their financial futures.

Carlos Diaz is a Financial Consultant currently working at Fidelity Investments. He focuses on understanding his clients' financial goals and concerns to build and develop holistic plans that address their needs and help achieve their objectives. He has professional experience in various roles including Financial Consultant and Investment Consultant at Fidelity Investments in 2023, as well as Premier Banker and Relationship Banker at Wells Fargo from 2015 to 2023. Outside of his professional work, Carlos enjoys spending time with friends and attending social events. He also has interests in scuba diving and traveling.

Calvin Yuen serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he oversees branch operations and leads client service initiatives. Prior to his current role, Calvin worked as a Regional Planning Consultant for Fidelity Investments from 2017 to 2021, developing expertise in financial planning and client advisory services. His approach focuses on tailoring strategies to meet each client's specific financial goals and circumstances. Outside of his professional responsibilities, Calvin has interests in baseball, bowling, fitness, running, and snowboarding.

Hrini Sandoval is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, she focuses on understanding each client's unique needs and goals and educates them on available options to help achieve their objectives. She works collaboratively with clients to develop customized investment strategies tailored to their priorities. Prior to her current position, Hrini was a Wealth Management Service Specialist, II at Fidelity Investments from 2022 to 2026. Before joining Fidelity, she worked as a Senior Registered Client Service Associate at UBS from 2016 to 2018.

Tony Solomon is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans that aim to grow, preserve, and distribute wealth. He focuses on simplifying complex financial concepts and leveraging Fidelity's resources and technology platform to deliver personalized financial solutions. Tony's professional experience includes roles as an Investment Consultant at Fidelity Investments, CFO at MLMPI Preparatory Academy, and AVP Private Client Banker in the Advisor Development Program at JPMorgan Chase. His career reflects a broad background in financial consulting, investment advising, and financial management. Outside of his professional responsibilities, Tony is interested in family activities, golf, and military service.

Tracey Childress is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. In this capacity, she collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and ensuring high-quality service. Prior to her current position, Tracey worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Before joining Fidelity, she served as a Sales & Marketing Manager at State Farm Insurance from 2015 to 2017. Outside of her professional responsibilities, Tracey enjoys family activities, fishing, hiking, outdoor adventures, parenthood, and snowboarding.

Alex Barron is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to define their short and long-term financial objectives and develops customized financial plans tailored to their specific needs. He emphasizes building strong relationships based on trust and reliability. Prior to his current position, Alex held roles at Fidelity Investments including Investment Management Consultant II from 2022 to 2023 and Client Management Representative from 2021 to 2022. Before joining Fidelity, he worked as a Financial Advisor at AIG Retirement Services from 2014 to 2021.

Shantel Weigel is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she works closely with clients to develop financial plans tailored to their individual needs and serves as the primary point of contact throughout their financial journey. Her approach emphasizes collaborative planning, ensuring clients feel confident in their financial strategies. While specific details about her educational background and credentials are not provided, her professional experience centers on personalized financial consultation. Outside of her professional duties, Shantel enjoys attending concerts, cooking and baking, fitness activities, hiking, visiting museums, and traveling.

Guanyue Zhao is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Zhao held positions at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

C.C. McCray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, McCray facilitates conversations about wealth and investment planning and delivers personalized service to clients. McCray provides customized services to sophisticated clients seeking a tailored, high-touch relationship and coordinates with Wealth Management Advisors when deeper wealth planning support is needed. McCray has been with Fidelity Investments since 2000, progressing through roles including Financial Representative, Senior Relationship Manager in the Private Client Group, and currently serving as Wealth Management Senior Relationship Manager since 2017.

Elvis Rodriguez is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Mr. Rodriguez worked as a Financial Advisor at VALIC Financial Advisors from 2015 to 2019. His earlier experience includes roles at Wells Fargo as a Home Equity Sales Consultant from 2007 to 2011 and as a Commercial Credit Analyst from 2006 to 2007. Mr. Rodriguez is a CERTIFIED FINANCIAL PLANNER™ who focuses on collaborating with clients to develop, implement, and monitor personalized financial plans tailored to their goals and needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout his professional practice. Outside of his professional work, Mr. Rodriguez has interests in baseball, cooking and baking, family activities, football, pets, and traveling.

Salvador Cordero is a CFP® and Series 66 designated financial advisor with 11 years of industry experience. He is currently with Fidelity Investments and has held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.