Madison Snook is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. Madison has been with Fisher Investments since 2025 and previously worked at Stella Nova Coffee. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and provides sub-advisory and retirement plan services.

Amy Ciesielka is a Series 65-licensed financial advisor at Fisher Investments with six years of industry experience. She has worked at Fisher Investments since 2022 and previously held roles at Appreciation Financial, Encompass More (a division of Verity Asset Management), Bankers Life Advisory Services, Bankers Life and Casualty, and APlus Mobile, Inc. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management tools such as derivatives and targeted tax-loss harvesting.

Elisey Yushin is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process that combines quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

Zachary Eisenberg is a financial advisor at Charles Schwab in Westlake, Texas, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Daniel's Broiler. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Christopher Elizalde is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and spent 15 years at QuikTrip. Strategic Advisers LLC, a Fidelity Investments company, 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 noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Ryan Fleck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked at BM2F Automotive for four years and was self-employed for eleven years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Remo Leone Romero is a financial advisor at Fisher Investments with three years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2023. Prior to this, he held positions at ULACIT, Qualified Solutions of Costa Rica, Universidad Latina de Costa Rica, Leone Group LLC, Havana Tropical, and Andres Bello Catholic University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services. The firm uses a centralized Investment Policy Committee to construct diversified portfolios employing quantitative and qualitative research, incorporating tax-aware strategies and risk management techniques.

Dawson Hadnot is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Symmetry Financial Group and United Parcel Service. Outside of his advisory role, he operates an eBay store focused on creating and selling hats and other items. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Jonathan Nance is a CFP®-certified financial advisor with Edward Jones in Frisco, TX, where he has worked for 15 years. He holds a Series 66 license and has experience managing family land and cattle operations through LLCs in Texas. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients. The firm manages over $1 trillion in assets with a large network of advisors and offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Thomas Hughes is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing and Ameriprise Financial Services in various capacities since 2009. Hughes serves on the board of directors for DCMS. 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 combines research from Wells Fargo Investment Institute and third parties to guide diversified investment strategies.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Lionel Claxton Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 66 credential and has worked at various Fidelity entities since 2012. Outside of his financial career, he is involved in the music industry as a musician, promoter, and manager for The Dirty Shirley's Band in Fort Worth, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Christopher Mcdonald is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior experience includes roles at 20/20 Financial Advisers, LLC, 20/20 Capital Management, Inc., and TD Ameritrade. Fisher Investments serves a diverse client base of institutional and private investors, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Kaden Harper is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments, he held roles in various businesses including window tinting and media. Fisher Investments serves a global client base comprising institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios while managing risk through tax-aware strategies and defensive tactics.

Benjamin Tripp is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, Tripp creates content for a YouTube channel reviewing outdoor gear and activities and produces AI-generated animation and sound content under a separate venture. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach involving quantitative and qualitative research, tax-aware strategies, and defensive tactics to manage risk and portfolio positioning.

Theresa Clark is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a collaborative process supported by proprietary research and tools, with enrollment limited to clients meeting certain investable asset criteria.

Erin Ramey is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments, she worked at Advantis Credit Union and Ruby Jewel. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research and tax-aware risk management strategies.

Akash Savalia is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC. Outside of finance, he has been involved with Millennium Events Management and Pranami Passive LLC. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and defensive tactics to manage risk and positioning.

James Moore is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and teaching positions at several universities, including Hardin-Simmons University. 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 and profit-sharing plans, corporations, and charitable organizations.

Ashley Culver is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She joined Fisher Investments in 2023 and has prior experience at Florida State University and the College of Charleston. Fisher Investments provides discretionary portfolio management services to a global client base that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and offers sub-advisory, retirement plan, and separate account management services.