John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

John Mc Daniel is a financial advisor at Charles Schwab with 11 years of industry experience. He has worked at Charles Schwab since 2023 (with a brief period at Fisher Investments) and previously spent eight years at TD Ameritrade. Outside of his advisory work, he participates annually as a test driver for new truck features with Test Drive Trucks. Charles Schwab 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Damien Dhossche is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2024, his background includes roles at Natures Choice and Hollywood Feed. 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 across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative and qualitative research.

Paul Allen is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. His career also includes a year at Ameriprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and advisory roles to multiple funds.

Dylan Barbieri is a CFP®-credentialed financial advisor with three years of industry experience, currently with Fisher Investments since 2026. Prior to joining Fisher, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, he has experience with the Tallahassee Volleyball Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management tactics.

Adam Anagnostis is a financial advisor with Fisher Investments, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wyndham Destinations, MetLife Investors Distribution Company, Bank of America, Providence Public School Department, and Nordstrom. 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 process that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ksenia Stetsen is a financial advisor at Fisher Investments with 6 years of industry experience and holds a Series 65 designation. She has worked at Fisher Investments since 2015. Outside of her advisory role, she owns Flipping Out LLC, a business focused on fix and flip real estate transactions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various investment vehicles.

Jordan Berry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held various roles in retail and food service companies, including Crescenzo Deliveries, Chipotle, Walmart, Lowes, and Smoothie King. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm combines proprietary fundamental research with quantitative and algorithmic methods, including AI, to construct portfolios from mutual funds, ETFs, and ETPs.

Mai Houa Lo is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Charles Schwab in 2022, Lo worked at TD Ameritrade and Colonial Savings FA. 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a centralized supervisory and custody structure.

Madison Mcdonnell is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with organizations including Kanakuk Kamps and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and oversees multiple registered investment companies and fund-of-funds.

Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services, Inc. and Questar Capital Corporation, among other firms. Philpot is also involved in a family-owned financial services business, Preservation Financial Wealth Management, LLC, which offers a range of insurance and advisory services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with portfolio optimization and offers multiple advisory and brokerage programs through a platform that integrates affiliated broker-dealer and RIA relationships.

Raymond Diffee is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios and discretionary management.

Lisa Schaider is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity divisions since 2011. 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 research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 at Charles Schwab with Series 66 and Series 63 credentials and eight years of industry experience. He has worked at Charles Schwab since 2018 and previously spent 14 years at AT&T. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm’s model combines non-discretionary guidance with access to discretionary separately managed accounts and employs multi-asset portfolios supported by Schwab’s financial research and due diligence capabilities.

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 at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Charles Schwab Bank and Haynie & Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized services.

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.