Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Michael Thorpe is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Time Insurance Agency, Inc. from 2015 to 2019. Outside of financial advising, Thorpe manages two businesses focused on buying and selling sports cards, games, and comics. Fisher Investments serves institutional and private clients worldwide, 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 a range of services including sub-advisory and retirement plan management.

Ryan Nesselroade is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 65 designation. His prior work history includes roles at TrackVia and Ibotta. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a variety of advisory and sub-advisory services.

Zachary Allen is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. His work history includes roles at First Financial Equity Corporation and multiple capacities within Cetera-affiliated entities. Outside of traditional advisory activities, he manages BuffChili, a business that refers clients and banks to FDIC-insured programs. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform, combining affiliated and third-party strategies with various program structures.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Todd Griffiths is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at TD Ameritrade from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

James Lusk is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in finance, he held various roles in the coffee industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios sourced from mutual funds, ETFs, and ETPs, and it is noted for its regulatory registrations and advisory roles within the institutional investment space.

Primo Santos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Seth French is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for seven years. 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 uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Rodge Macy is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity since 2020 and previously held positions at Edward Jones, Panini America, and PFSweb. Outside of his advisory role, he coaches classes at Cowtown Crossfit in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Helen Devito is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Karas is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside of finance at Jerimiah's Italian Ice and Grind Gastropub and Kona Tiki Bar. Fisher Investments serves a global range 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 analysis to construct diversified portfolios and manages risk through various tactical methods.

Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. 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 offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ignacio Montero Quesada is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Grandstand and academic positions at the University of Kansas and Arizona State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research methods. The firm is notable for its global diversification, tax-aware strategies, and extensive sub-advisory relationships.

Ryan Majors is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and academic institutions such as Baylor University and the University of Texas system. Outside of his advisory work, he owns and operates ReadyCare Wellness LLC, an online retailer of surgical recovery kits. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Patrick Giddens Jr is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at Equitable Advisors and Axa Advisors. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across a range of asset classes using a centralized investment process that incorporates quantitative and qualitative research.

John Mcmanus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Charles Schwab for seven years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Emma Woods is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity in 2023, she held positions at Lululemon, Target, Dillard's, Nordstrom, AtHome, Cinepolis, and L.D. Bell High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while also managing conflicts of interest through oversight and evaluation of share classes and allocations.

Leah Mead is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Cetera and affiliated entities since 2024. Prior to that, she was employed at Avantax and HealthEquity. Outside of her advisory role, she has been involved with Valet Living, a service focused on trash and recycling collection. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Paul Sanders is a financial advisor with Fisher Investments and holds a Series 66 designation. He has nine years of industry experience, including roles at Morgan Stanley and Amazon. He is based in Plano, TX. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware and risk management strategies.