Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. 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 model portfolio investment approach supported by centralized custody and operational infrastructure.

Elizabeth O Loughlin is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Fidelity Investments, and several hospitality and distilling companies. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Jack Pike 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 in 2025, he worked at Advanta IRA for two years and has held various roles since 2019, including positions at Trinity 12, LLC and Tillys. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, and it manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Brittany Thompson is a Series 66 licensed financial advisor with Edward Jones in Farmers Branch, TX, where she has worked since 2010, accumulating 16 years of industry experience. She is involved in managing rental properties outside of her advisory role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Gene Serrell is a Series 66 licensed advisor with 20 years of experience, currently with J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. He is based in North Richland Hills, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Jameson Orme is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with one year of industry experience. Prior to joining Fisher Investments in 2024, he held various roles including work at Destination Decks and Chipotle. 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 combining quantitative screening and qualitative research to construct diversified portfolios, and it manages risk through tax-aware processes and defensive strategies.

Laura Rivera Leaver is a financial advisor at Fisher Investments with a Series 65 designation. She joined the firm in 2024 and has prior experience working at Mews, Frontdesk Anywhere, and Amazon. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manage risk.

Blaine Rogers is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Capital Analysts, Lincoln Investment, and Northwestern Mutual. 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 with a five-member committee that integrates quantitative and qualitative research to construct globally diversified portfolios.

Ramy Rabi is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he held various roles across multiple sectors, including positions at StorageDefender and the University of Texas at Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory capacities for multiple registered investment companies and fund-of-funds.

Ryan Petty is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Gartner, Mr. Cooper, Walgreens, and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles with registered investment companies, use of AI in research, and formal advisory services to a range of financial products.

John Classe is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation and American General Securities Incorporated. He is involved in the sale of fixed insurance products as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, third-party asset management, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Brian Haeger is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked at Bose and held roles at JamesGroup Ministries and Hope for the Heart. He also has a background at the University of North Texas. Fidelity’s Strategic Advisers LLC 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 holds distinctive registrations and advisory roles that set it apart among large institutional peers.

Jack Mathews is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked in various retail and outdoor-related positions. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Sara Lopez is a Series 65-licensed financial advisor at Fisher Investments with several years of industry experience, primarily within the firm since 2023. Prior to joining Fisher Investments, she worked at O9 Solutions and was involved with Elevate Life Church and Elevate Life Institute. Fisher Investments provides discretionary portfolio management to a diverse client base that includes institutional investors, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage globally diversified portfolios, employing tax-aware strategies and risk management techniques.

Matthew Palmer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities and its affiliates since 2013, following earlier roles at Chase Investment Services Corp. and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates centralized due diligence using quantitative and qualitative research, with offerings that include ESG considerations and broad derivatives and commodities capabilities.

Hugo Navarro 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 NYLife Securities LLC, New York Life Insurance Company, Lumio, NEXA Mortgage LLC, HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. 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 overseen by an Investment Policy Committee and utilizes tax-aware strategies and risk management techniques to construct diversified portfolios.

John Giamanco is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Wells Fargo, Scottrade, Inc., and Florida SouthWestern State College. He maintains an inactive insurance license. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management tactics.

Jeromy Shepherd is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Westlake, TX, and has held previous roles at Fisher Investments, First Command Financial Planning, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment guidance with access to alternative investments and centralized operational support.

Adam Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hilltop Securities Inc., NexPoint Securities, Robinhood Financial, and TD Ameritrade. 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 and employs tax-aware strategies and risk management techniques.