Sheymar Lausell is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and Fransglobal Corp., alongside experience at a law firm and a retail business. Lausell is currently based in Roanoke, TX. 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 related managed-account and financial planning services. The firm’s investment approach combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Jason White is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brittany Jacobson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Her prior roles include positions at Financial Investment Team, Lewis & Harrison CPA, Peak Brokerage Services, LLC, and several other firms. Fisher Investments provides discretionary portfolio management and advisory services to a global client base of institutional and private clients, employing a centralized investment process that integrates quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Alex Nohra is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he worked at Trade Wraps and Shell. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment approach that integrates quantitative and qualitative research.

Benjamin Thistlethwaite is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, utilizing tax-aware strategies and defensive tactics to manage risk.

Anthony Zaleski is a financial advisor at Fidelity with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fidelity, he worked at PCC Search, LLC and held positions in the retail food industry. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Quinn Abraham is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Quinn worked at Chamberlin + Associates, Wyndham Destinations, and Tierra Antigua Realty. 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 across equity, fixed-income, and blended mandates, using a centralized Investment Policy Committee that employs quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Brooke Woodson is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and has held roles at several other firms and businesses. She has been with Charles Schwab and its affiliated entities since 2020. 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 affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Ryan Haynes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His background includes service in the U.S. Coast Guard and roles in both solar energy and retail prior to his current position. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset model portfolio approach.

Allie Amerson is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, she held positions at TRUE Private Wealth Advisors, Pollard Family, and Dartmouth Institutional Diversity & Equity. Outside of her advisory role, she coaches an 8th grade girls' soccer team for the Chehalem Valley Soccer Club. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers a range of advisory and sub-advisory services.

Yousef Bayomy is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering 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 diversified portfolios and employs tax-aware strategies and risk management tactics.

Wade Checketts is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Vineyard Financial. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across various asset classes with a centralized investment process that incorporates quantitative and qualitative research.

Adam Danner is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2017, following three years with Nationwide Investment Services Corporation. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies to manage diversified portfolios across multiple asset classes.

Cayla Hill is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, she held roles at the University of South Florida, Enterprise Mobility, Kona Grill, Legacy Golf Club, Jumpinfun Inflata, and Lakewood Ranch High School. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, 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 across multiple asset classes.

Jonathan Freeman is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Fisher Investments in 2024, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2024, as well as Prewitt CPA from 2019 to 2022. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Jonathan Gab is a financial advisor with Fisher Investments in Plano, TX, holding Series 66 and Series 65 licenses and eight years of industry experience. He previously worked at LPL Financial and Investment Centers of America before joining Fisher Investments in 2021. 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 construct globally diversified portfolios and manages risk through various tactical measures.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. 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 multi-asset model portfolios supported by comprehensive investment research and due diligence.

Jimena Gonzalez Ancira is a financial advisor at Fisher Investments with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, with tax-aware processes and risk management strategies.

Ryan Vaz is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and TD Ameritrade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative methods and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Nicholas Patton is a Series 65-licensed advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at North American Senior Benefits, Metropolis, and Barton Hills Country Club. 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 screening and qualitative research to manage globally diversified portfolios and utilizes tax-aware and risk management strategies.