Lisa Schaider is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory role to multiple funds, and use of algorithmic methods and AI in its research process.

Ahmed Uddin is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TradeStation Securities, American Express, and New York Life, among other firms. 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 using a centralized investment policy committee, combining quantitative and qualitative research to construct globally diversified portfolios and employing tax-aware and risk management strategies.

Michael Lomax is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 66 and Series 63 licenses. He has eight years of industry experience, all with Charles Schwab following a 14-year career at AT&T. 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 models with access to affiliated discretionary separately managed accounts, offering integrated custody, brokerage, and cash-sweep services.

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.

Evan Cantor is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, he worked at Goosehead Insurance and has experience with the Dallas Cowboys and the University of North Texas. Fidelity’s Strategic Advisers LLC, where he is based, 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 known for its use of systematic methodologies, AI-driven research, and oversight in managing model portfolios and registered investment companies.

Zachary Buckingham is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions outside the financial industry. Charles Schwab & Co., Inc. 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 management options supported by centralized operations and a formal alternative-investment process.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Woods is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Total Quality Logistics, Jared, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Hoskin III is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at State Street Bank and Trust for one year before joining Fisher Investments in 2017. 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 uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Parker Anderson is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, NTX Couriers, and Moviehouse & Eatery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Oboghene Ezaga Jr. is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fisher Investments, he worked at Fidelity Investments and held various other roles, including self-employment and positions in education and retail. He is also the sole proprietor of a live music performance and recording business. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process that combines quantitative screening, qualitative research, and tax-aware risk management strategies.

Joseph Najarian is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes multiple roles at Charles Schwab and its bank from 2016 to the present, with prior experience at Bank of America and Merrill. 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, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

Kevin Hargrove is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has extensive experience within Fidelity, having held roles such as Director Retirement Planner in the Tax-Exempt market from 2017 to 2023, and positions focused on retirement and investment solutions from 2013 onward. Kevin is a CERTIFIED FINANCIAL PLANNER™ who partners with clients and their families to develop and maintain financial plans that align with their priorities and values. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients in these regions. Outside of his professional work, Kevin engages in activities including comedy, family activities, fitness, golf, and running.

Nancy Wallace Ruffin is a financial advisor with Ameriprise in Cedar Hill, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

John Tiner is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 11 years of industry experience. He has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Td Ameritrade. Outside of his advisory work, he is a co-owner of an inactive company originally intended for organic vegetable farming. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized operations and a multi-asset investment approach.

Matthew Mccarthy is a financial advisor with Fisher Investments, holding a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked in various roles including positions at Ciccio Restaurant Group, Servpro, and The University of Tampa. 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 analysis to construct globally diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Roberto Torres is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their families to develop customized financial plans tailored to their personal needs. He focuses on collaboration and building strong relationships to create strategies aligned with clients' financial goals. Roberto's experience at Fidelity Investments includes roles as an Investment Solutions Representative from 2022 to 2023 and as a Customer Relationship Advocate from 2019 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Roberto's personal interests include cars, family activities, social events with friends, golf, horseback riding, and traveling.

Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.

Kyle Wolf is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2017. He has eight years of industry experience, including four years at Purdue University prior to joining Fisher. 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 screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Hector Ortiz Ramirez is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab. He has worked at Charles Schwab & Co., Inc. since 2018 and previously spent five years with Santander Consumer USA. Hector holds Series 66 and Series 63 licenses. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment solutions, employing multi-asset model portfolios and centralized custody and brokerage functions.