Austin Standiford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 16 years of industry experience, including over 14 years with Fisher Investments. 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 process combining quantitative and qualitative research and utilizes tax-aware and defensive strategies to manage risk and positioning.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Saks is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and one year of industry experience. Before joining Fisher Investments in 2024, he worked at Play it Again Sports from 2022 to 2024 and held positions at Ace Parking and Lido House Valet in 2021 and 2022. He completed his studies at Boise State University in 2024. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies and defensive tactics to manage risk.

Robert Beasley is a financial advisor at Fidelity with Series 66 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020 and prior positions in diverse fields such as education and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its regulatory registrations and advisory roles to registered investment companies.

Marcus Waller is a financial advisor with Fidelity and holds a Series 66 designation. He has five years of industry experience, including roles at Fidelity Investments and Chase Bank. His background also includes a brief period at Petco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves clients through discretionary and non-discretionary advisory services.

Danh Tran is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab in 2025. Outside of his advisory role, he owns a non-agent real estate investment property. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Matthew Kenny is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, he has experience in the food service industry. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Justin Tulley is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2024, he held positions at Mutual of Omaha Insurance Company and various non-financial roles. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Alexei Nechiporenko is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at First Watch and UPS before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Breanna Burke is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and TD Ameritrade. 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

David Ryan is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. from 2006 to 2024. Outside of his advisory role, he is a member of Group Therapy, LLC, which operates a rental service not related to real estate. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by due diligence from its Center for Financial Research.

Isaac Noles is a financial advisor at Fisher Investments with six years of industry experience. He has held his current position since 2017 and previously worked at Pacific Lutheran University from 2015 to 2017. Isaac holds a Series 65 designation and is based in Plano, Texas. 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 various asset classes. The firm centralizes investment decisions through a committee that uses quantitative and qualitative methods to manage diversified portfolios, employing tax-aware and risk management strategies.

George Conzelman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2023, he held roles in various sectors including hospitality and maintenance. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Christopher Pham is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and FIDELITY Brokerage Services LLC. Pham is based in Plano, TX and has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm leverages a centralized Investment Policy Committee and employs tax-aware strategies and various risk management techniques in its portfolio construction.

John Aleva is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Miami University, Elkhart Public Defenders, Winston Products, John Carroll University, Morgan Stanley, and Gilmour Academy. Fisher Investments provides discretionary portfolio management services to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Cameron Sanborn is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments in various roles since 2016. 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 process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies, including tax-aware processes and defensive tactics.

Eric Lee is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he partners with clients to develop, implement, and maintain financial plans tailored to their individual goals. Prior to his current position, Eric held various roles at Fidelity Investments, including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, and Financial Representative, gaining comprehensive experience in financial services over more than a decade. Eric's professional expertise encompasses financial planning and investment consulting. Outside of his work, he has interests in cooking and baking, fitness, golf, and traveling.

Michael Hostetler is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Carecard, ESPN/MING, and ABA Success. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Patrick Hawkins is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab and Co., Inc., as well as multiple USAA affiliates. Hawkins serves as a Captain and Logistics Officer in the US Army Reserves. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

Daniel Sanders IV is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He worked at PNC Investments from 2014 to 2021 before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach guided by a five-member committee and offers sub-advisory and retirement plan services, managing both separate accounts and pooled investment vehicles.