David Alanis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including TD Ameritrade and TIAA before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Benjamin Auxier is a financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2014. Outside of his work in finance, he is a partner in Rocket Street LLC, a dental staffing agency. 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 uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Giancarlo Lanzoni Ortiz is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Hanes Brands Inc and Amazon, and has a background that includes experience at Hoppy Ideas Brewing Co. and Equifax. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes, and manages a significant non-U.S. client base through various institutional and sub-advisory relationships.

Dylan Mc Dermott is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Enterprise Holdings and has a background that includes roles at West Virginia University, Tuscany Italian Specialties, and USABL. 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 integrating quantitative and qualitative research, and offers a range of sub-advisory and retirement plan services.

Spencer Ferrin is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior roles include positions at Ullrich Insurance and Northwestern Mutual. 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 across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Caleb Hanson is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Portland and Tumwater High School. 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 that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Kyle Mcdonnell is a Series 65 credentialed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory role, Mcdonnell serves as an Alumni Board Member for the University of Portland, helping to foster relationships among alumni and support university events. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs various risk management tactics such as tax-aware strategies and derivatives.

James Thompson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following five years at Cambridge Investment Research Advisors. Outside of his advisory work, he is an independent insurance agent and is involved with Finity Tax, a tax preparation and accounting service based in Vancouver, Washington. 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 utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Joshua Cleland is a financial advisor with Fisher Investments holding Series 66, 63, and 65 designations. He has recently begun his advisory career, joining Fisher Investments in 2026 after previous roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to entering the financial industry, he worked in retail at Publix. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across a range of asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ivan Tykhomyrov is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Goldman Sachs, Salt Lake Tennis & Health Club, and Language Line Solutions. Fisher Investments serves institutional and private clients worldwide, 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 various strategies including tax-aware processes and defensive tactics.

James Proctor is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Capital Management, Gradeit Advisors LLC, Senior Insurance Brokers, Alliance America Corporation, United Advisors America Corporation, and Lake Point Wealth Management, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, with 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 alongside sub-advisory and retirement plan services.

Bryan Hall is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tog Capital Management, Finny Ai, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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 plans, corporations, and charitable organizations.

Robert Wear IV is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. His prior work experience includes positions at Ameriprise, Linch Financial, and a role as a pickleball attendant and tournament organizer at Life Time Fitness. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a centralized operational structure.

Jared Green is a Series 66-licensed financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he owns and operates an ice cream parlor called LET IT BE - ICE CREAM. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, 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 alongside various risk management techniques.

Aaron Lowy is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various roles including Assistant Branch Manager, Vice President and Financial Consultant, Branch Service Manager, Senior Investment Specialist, Senior Financial Specialist, and Financial Representative. Throughout his career at Fidelity, Aaron has developed expertise in financial consulting and branch leadership. He emphasizes building impactful relationships based on trust and partnership, believing that strong internal relationships facilitate strong client relationships. No information regarding his education, credentials, personal interests, or community involvement was provided.

Audrey Zinn is a Series 65 credentialed financial advisor at Fisher Investments with one year of industry experience. She has held roles at various organizations including Bellingham Fitness and Masterworks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Candice Golden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank, SSB since 2021 and previously spent 10 years at TD Ameritrade. In addition to her advisory work, she has been an Avon sales representative since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Morgan Gross is the Vice President and Branch Leader at Fidelity Investments, where they lead a team of financial professionals dedicated to providing wealth planning and financial services assistance to clients. In this role, Morgan oversees branch operations and ensures the delivery of comprehensive financial advice. Prior to their current position, Morgan served as a Team Leader for Workplace Planning and Advice at Fidelity Investments from 2018 to 2023. This experience provided them with expertise in managing teams focused on workplace financial planning and advisory services. Morgan's professional background is centered around leadership within Fidelity Investments, with a focus on wealth planning and financial services. No additional information about education, credentials, personal interests, or community involvement has been provided.

William Mortell is a financial advisor with Fisher Investments based in Plano, TX. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 19 years with Fisher Investments. 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 combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.