Christopher Inglish is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent seven years at USAA Investment Management Company. Inglish currently serves within Charles Schwab Bank, SSB as well. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, leveraging an integrated operational structure and multi-asset investment models.

Evan Rump is a Series 66-licensed financial advisor with three years of industry experience, currently with Fisher Investments. He has previously worked at Piazza Wealth Management, Ameritas Advisory Services, and Deverna & Co. Financial, among other firms. Outside of his advisory roles, Evan has experience in roles supporting research, sales, and client service. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Derven Pullar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Scotia Investments Jamaica Limited and The Bank of Nova Scotia Jamaica Limited, as well as experience in correspondent lending. 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 approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

John Boudreaux is a financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments, he worked at the Dallas Athletic Club and in roles at Sports Radio 610 and House of Blues Houston. Outside of finance, he taught private music lessons for five years. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management with a focus on diversified equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Spencer Comeau is a financial advisor at Fisher Investments with Series 65 and Series 66 licenses and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at SJEnergy LLC, Apex Energy Solutions, and worked in the restaurant industry including positions at 360 Kitchen and Bar, DENIC Restaurants, and Portland City Grill. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth individuals. The firm utilizes a centralized Investment Policy Committee that combines quantitative and qualitative research to construct diversified portfolios with a range of risk management strategies.

Lisset Padron is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held positions at various fitness and wellness businesses, including Richardson Fit Body Boot Camp and Rock Steady Boxing Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Michael Carrizales is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he assists clients and their families with wealth growth and protection, investment decision-making, and simplifying financial matters. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2008 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael's personal interests include fishing, fitness, football, golf, and soccer.

Thaddeus Obrien is a financial advisor at Fisher Investments with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Soundview Financial Associates and Commonwealth Equity Services, Inc. for 26 years each, as well as serving six years with Clearwater Point 4 Condominium Association. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors, using a centralized investment process that integrates quantitative and qualitative research to create globally diversified portfolios with various risk management strategies.

John McCarthy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Lockton and Ameriprise, as well as periods of full-time education. He is based in Westlake, Texas. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Jordan Stone is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work includes roles at Apprisen and Cowboy Chicken, as well as self-employment. Outside of finance, he is a self-employed classical musician who occasionally plays in local orchestras and churches and provides music lessons. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios and implements tax-aware strategies along with risk management techniques.

William Moss is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. He has been with Fisher Investments since 2019 and previously attended Chapman University. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm combines quantitative screening and qualitative research through a centralized investment committee to manage diversified portfolios and employs tax-aware processes and various risk management tactics.

Ivanna Tomashchuk is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and fund-of-funds.

Christopher Vogt is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2012. He has 11 years of industry experience. 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 Policy Committee to guide its investment decisions and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Sara Stoll is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Sewell Automotive Companies for eight years. Sara is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Zachary Lehrsch is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and 8 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he is a partner and co-founder of HL Executive Holdings LLC, an online retail business selling items on Amazon. Fisher Investments provides discretionary portfolio management services to a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Katie Rutter is a financial advisor at Fisher Investments with 10 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group, Inc. for five years before joining Fisher Investments in 2021. 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. The firm provides discretionary portfolio management through a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios, and it implements tax-aware and risk management strategies.

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Leslie Standridge is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked across several Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, 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 is notable for its roles as a registered commodity pool operator, advisor to multiple investment companies, and for its use of AI and algorithmic methods in portfolio management.

Bradley Riche is a financial advisor at Fidelity with Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he worked at APEX Supply Company and Best Buy, and holds a degree from American University. He is affiliated 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment portfolios.

Gallen Ho is a Series 66-licensed financial advisor with Fisher Investments, where he has worked since 2004. He has 23 years of industry experience and is based in Plano, TX. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized, committee-driven investment process that integrates quantitative and qualitative analysis to construct diversified portfolios and manages risk through tax-aware and defensive strategies.