Martin Rodriguez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials. He has four years of industry experience, including prior roles at TD Ameritrade, Lumio, AmeriSave Mortgage Corporation, and KPMG. 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 integrates a formal alternative-investment onboarding process within its multi-asset model portfolio approach.

Ofodile Odifu is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Lakeshore Financials, Sparkys Consulting & Tactics LLC, Signal 88 Security, Bankers Life, and Advanced Nutrients. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses across various planning topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Haylie Owens is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. She has been with Fisher Investments since 2020. Prior to this, she worked at The Heathman Lodge from 2012 to 2020. 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 various asset classes. The firm uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolios.

Sarah Zimmerman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials. She began her advisory career at Fidelity in 2024. Prior to this, she held various roles in education and community organizations, including positions at Irving ISD and Northwest ISD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ryan Ledet is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Carmela Williams is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Watch and entrepreneurial experience with 2 Home Cooks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and employing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Leigh Sneeringer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity and its affiliates since 2004. Outside of his advisory role, he serves as Treasurer on the Executive Leadership Team of St. Peter Lutheran Church in Roanoke, Texas. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of mutual funds, ETFs, and ETPs.

Charles Sheridan is a financial advisor at Fisher Investments in Plano, TX, with seven years of industry experience. He holds a Series 65 credential and has previously worked at Mosley Wealth Management, Inc., Mosley Insurance and Financial Services, Inc., and AE Wealth Management, LLC. 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 manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Salvador Flores is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., 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 related managed-account and financial planning services, combining non-discretionary advice with access to discretionary separately managed accounts and alternative investments.

Anurag Coramutla is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. He has been with Fisher Investments since 2018. His prior work includes roles at Monroe 33 Sports Center and the University of California, San Diego. 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 research and utilizes tax-aware strategies and risk management techniques.

Winston Taylor is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 certifications and has previously worked at Empower Advisory Group, Empower Financial Services, Robinhood Markets, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 options, centralized supervisory and custody services, and integrates alternative investments within its multi-asset portfolio approach.

Jakai Sherriff is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to his career in finance, he was associated with Moviehouse and Eatery and Tarrant County College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios across mutual funds, ETFs, and ETPs.

Marvine Nelson Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Comcast and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Olivia Gaines is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She has been with Fisher Investments since 2024 and has prior experience working with Black Diamond Camp, Eating Recovery Center, and The Village Roaster. 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 and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Dean Hassan is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. Outside of his advisory role, he has served as a professional Dungeon Master for Dungeons & Dragons gaming sessions. 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 with tax-aware strategies and risk management techniques.

Donesia Mitchell is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Fisher Investments in 2024, she worked at JPMorgan SECURITIES LLC from 2021 to 2024 and had roles at Moss Adams LLP and Texas A&M University-Commerce. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes and utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Hannah Boyd is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Fidelity Investments and various positions in the golf and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diverse investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Nicolas Fletcher is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services and in education within local school districts. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management that combines quantitative and qualitative research to construct diversified portfolios with risk management and tax-aware strategies.

Shirley Wong is a financial advisor at Fisher Investments with a Series 65 designation. She has been with Fisher Investments since 2023 and has a background that includes four years at the University of Florida and four years at American Heritage School prior to joining the firm. 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 combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Fleet Ratliff IV is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2015. Outside of his advisory role, Ratliff owns a rental property in Olympia, Washington, which is managed by a third party. 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 centralizes investment decisions through a five-member committee that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.