Cody Deems is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he operates machinery for snow plowing at an airport. 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 manages risk through various defensive strategies.

Jeffery Price is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. At Price & Associates, he works closely with clients to develop strategies for managing personal and business finances, focusing on a holistic approach that addresses key life transitions such as retirement, business ownership, and family changes. Jeff emphasizes understanding clients' long-term financial visions and creates goals-based strategies to help clients feel comfortable and prepared for their future. Jeff holds a Bachelor's degree from Baylor University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is active within several professional organizations, including the Baylor University Alumni Association and Fiji Alumni - Kappa Chapter. In addition to his professional work, Jeff has been involved in community service, having served six years on the Town Council and one term as Mayor for the Town of Hickory Creek, as well as serving on the Southern Denton County Neighbor to Neighbor Board as a founding member and chairman. He is an active member of Valley Creek Church and the Baylor University Parent Board. Jeff lives in Flower Mound with his wife, Cara, and they have two children who are Baylor University graduates.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. Charles Schwab 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 both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Miller is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and various BBVA entities. He also serves as a Texas notary, providing document notarization for bank clients. 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, offering a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Rowell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the University of North Texas, ClubCorp, and Home Depot. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Garrett Hoy is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Dutch Bros Coffee. Fisher Investments serves both institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process incorporating quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Kyle Cain is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Before joining Charles Schwab, he held one-year roles at Gartner and Assured Partners, and completed nine years of full-time education. 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 combination of non-discretionary and discretionary investment options, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Andy Brachey is the Director, Executive Services Officer at Fidelity Investments. In his current role, he ensures that participants are fully educated on their equity compensation and assists with complex transactional support in a manner compliant with regulations. He also serves as a liaison for broader Fidelity services outside of company equity programs. Andy has been with Fidelity Investments since 2014, progressing through various positions including Brokerage Consultant, Workplace Planning & Guidance Associate, and Financial Associate, which have provided him with extensive experience in equity compensation and financial services.

Jared Kahn is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Outside of his advisory role, he is an investor in a watch making and repair business. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process and employs tax-aware strategies and risk management techniques.

Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.

Austin Azurdia is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at Enterprise and the University of Alaska. 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 approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Brian Jennings is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Prime Meridian Bank from 2015 to 2022. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and offers sub-advisory and retirement plan services to a diverse client base.

Paul Graham is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc., Sedona Taphouse, Charlestown Landscaping, and Longview Property Group. 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 centralized investment decisions combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

David Lippincott is a financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Northwestern Mutual in various capacities from 2017 to 2020 and also has experience in small business consulting. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management through a centrally managed investment process that combines quantitative and qualitative research to construct diversified portfolios.

Alan Fisher is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, Persei LLC, and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Tyrell Peterson is a financial advisor at Fisher Investments with 16 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2018, following six years at Fidelity Investments. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Oscar Lucio is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2022, following a decade at 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Darrell Todd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years with Hilltop Securities Independent Network Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Maximus Testa is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. He joined Fisher Investments in 2025 and has prior experience in education and hospitality. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes using a centralized investment process. The firm provides sub-advisory and retirement plan services and employs tax-aware and risk management strategies in its portfolios.