John Kropf is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and has prior experience at Congressional Bank, Net Jets, National Concession, Dixon Golf, Formaggio, Scioto Country Club, and Canterbury Golf Club. Fisher Investments provides discretionary portfolio management and retirement plan services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Jordan Holloway is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Aptive Environmental, Papa Murphy’s Pizza, and was involved in parks and recreation services as well as academic roles at Washington State University. Fisher Investments provides discretionary portfolio management to a global client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Corey Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes a year at Northwestern Mutual and ongoing service in the U.S. Army since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Peter Engfelt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience, including roles at Fisher Investments since 2021 and prior positions at NuOrder Technologies, Foreknow Inc, and City Storage Systems. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services 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 manage risk.

Spencer Haag is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fisher Investments since 2017, following three years at Foresters Financial. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware strategies alongside defensive tactics to manage risk and portfolio positioning.

Brendan O'Donnell is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. He previously worked at Echo Global Logistics and attended the University of Arkansas. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers a range of sub-advisory and retirement plan services.

Grayson Stidham is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant from 2021 to 2023 and as a Financial Representative from 2019 to 2021 within the same organization. Grayson is a Certified Financial Planner™ and holds an MBA. His areas of focus include retirement planning, investing, and estate planning considerations. Grayson works with clients to help guide them toward their financial futures. Outside of his professional work, he has interests in fitness, museums, outdoor adventures, running, and theater.

Koby Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients develop personalized strategies to achieve their long-term financial goals. His approach emphasizes understanding each client’s unique perspectives and priorities to deliver tailored financial plans. Born and raised in Albuquerque, New Mexico, Koby brings local insight to his practice and is committed to serving the financial needs of individuals and families in his community. He holds a Bachelor's Degree from the University of New Mexico and earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person, his work is informed by a commitment to financial security and long-term planning for his clients.

Marlowe Campos is a financial advisor at Fisher Investments with a Series 65 credential. Campos has prior experience in the mortgage industry, having worked at Benchmark Mortgage and Change Home Mortgage. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process and tax-aware strategies to manage diversified portfolios.

Barton Jefferys is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity in 2025, he worked at Empower for three years and Prudential Financial for eleven years. Outside of his advisory work, he assists with light bookkeeping and operational support at his family’s agricultural farm in Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates fundamental research and quantitative analysis to construct portfolios using systematic methodologies and long-term asset allocation benchmarks.

Ruben Perea is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes positions at Fidelity since 2020, along with earlier roles in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Causen Shafer is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Frost Bank, and Summer Moon Coffee LLC. Outside of advising, he has worked as a delivery driver for Door Dash. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, offering both non-discretionary and discretionary investment solutions supported by integrated custody and operational infrastructure.

Joshua Sulak is a Planning Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual needs, aiming to help them feel confident in their financial decisions. Joshua has experience in various roles at Fidelity Investments, including Director Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joshua enjoys board games, cooking and baking, family activities, exploring food as a foodie, football, and parenthood.

Joshua Schmidt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has prior experience at CTD Strategic, Asurion, Puribag Water, and the University of Chicago. Outside of his advisory role, he works part-time in retail warehousing fulfillment at Home Depot. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm manages a range of separate accounts and pooled funds and employs tax-aware strategies and risk management tools.

Brent Mc Ilvain is a CFP®-designated financial advisor with Edward Jones in Southlake, TX, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Bubernak is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Goldman Sachs and Lockheed Martin. 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 employs a centralized investment process combining quantitative screening and qualitative research to build globally diversified portfolios and utilizes tax-aware strategies alongside defensive tactics to manage risk.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Joshua Hall is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Fisher Investments since 2018 and was previously with First Republic Investment Management, Inc. for two years. Based in Plano, TX, Hall currently serves clients through Fisher Investments. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers a range of services such as sub-advisory and retirement plan management.

Victor Lazcano is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he held positions in a variety of sectors including technology, military service, and retail. Lazcano served as a sergeant in the U.S. Army and continues to fulfill monthly military duties. 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 investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure.

Levi Marsh is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, UniFirst, and Alluvian. Outside of finance, Levi is the founder and operator of Mental Health in Business, a coaching business focused on mental and physical habits for professionals. Fisher Investments serves institutional and private clients worldwide, offering 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 diversified portfolios and employs tax-aware strategies and risk management techniques.