Keegan Murphy is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His background includes service in the United States Army and roles in various retail and service organizations prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its service as a commodity pool operator, and its advisory roles to multiple registered investment companies.

Edsall Hilty Jr. is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2008. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Vincent Avalos is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his career in finance, he spent five years at AEI Electric. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Tyler Blackwell is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware and risk management strategies.

Denis Vinicio Amores Gamboa is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments, he worked at Amazon for five years and has been affiliated with Universidad de Costa Rica since 2017. 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 to construct globally diversified portfolios and implements tax-aware strategies alongside risk management techniques.

Gregory Hill Balandran is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at TD Ameritrade and Ryder Logistics. Outside of his advisory role, he operates Greg Balandran Notary Services, providing notarization services. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Stacy Slawnikowski is a financial advisor with Cetera, holding a Series 65 credential and two years of industry experience. She previously worked at Edward Jones for seven years and Avantax Investment Services Inc. for one year. Outside of her advisory roles, she has been involved with What's on Tap since 2023. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and combines discretionary and non-discretionary services across multiple program structures.

Matthew McManus is the Vice President and Regional Leader of Investment Management Consultants at Fidelity Investments in Westlake, Texas. He leads the team of Investment Management Consultants, overseeing investment strategies and client advisory services. Matthew has been with Fidelity Investments since 2001, holding various leadership roles including Vice President and Branch Leader, Director of Portfolio Advisory Services, Director of Retirement & Investment Services, Senior Retirement Services Manager, and High Net Worth Senior Representative. Prior to joining Fidelity, he was a Financial Advisor at MetLife Securities from 1999 to 2001. His extensive experience spans investment management consulting, portfolio advisory, retirement services, and serving high net worth clients.

Amanda Pritchard is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fisher Investments in 2026, she worked at Principal Advised Services and held multiple roles within the Principal Financial Group from 2022 to 2026. She has also served as a retirement consultant providing investment advice to plan participants. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management and retirement plan services. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes strategies such as tax-aware management and defensive tactics to manage risk and portfolio positioning.

Brayden Cook is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Highpoint Financial Group, LLC. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jose Zapata is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank SSB and Cavender's Boot City. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Kevin Sorensen is a financial advisor with Raymond James & Associates in Justin, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior firms include Charles Schwab, Robinhood Markets, TD Ameritrade, and First Command Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research.

David Torrez is a financial advisor at Fidelity with Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2022 before joining Fidelity, where he has been since 2022. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients through discretionary and non-discretionary advisory services.

Vicente Miranda Santis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Charles Schwab since 2023. Prior to his current position, he was employed at Akkodis Group and Chipotle Mexican Grill. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 solutions, using multi-asset model portfolios and a centralized operational structure.

Cary White II is a financial advisor with Fisher Investments, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Kay Jewelers, and Wells Fargo Bank, N.A. 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 multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research, tax‑aware strategies, and risk management techniques.

Spencer Langdon is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Cycode, Vault Data, and Tessian. 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 approach combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.

Kelsea Volland is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fisher Investments in 2025, she worked at firms including Merrill, Bank of America, and Northwestern Mutual Wealth Management Company. Outside the financial sector, she was involved with The Tutor Hour from 2020 to 2023. Fisher Investments serves a diverse global client base, including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages portfolios across equity, fixed-income, and blended mandates, and employs tax-aware strategies and various risk management techniques.

Daniel Greenan is a financial advisor at Fisher Investments in Plano, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach managed by an Investment Policy Committee and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Chance Beebe is a financial advisor at Fisher Investments with 17 years of industry experience. He previously worked for 10 years at Victory Capital Services, INC. Chance holds Series 63 and Series 65 licenses. 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 decision process that includes quantitative and qualitative research, tax-aware strategies, and risk management techniques.