Matthew Fichtel is a CFP® professional with 10 years of industry experience, currently advising at Fisher Investments since 2021. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, spanning a combined eight years in those roles. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process led by a committee that integrates quantitative and qualitative research, employing tax-aware strategies and risk management techniques in its portfolio construction.

Michael Stroud is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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 alternative investments.

Omar Laghari is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior work experience includes roles at TD Ameritrade, AutoNation, Amazon, and McClatchy. 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 multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Taylor Herring is a financial advisor at J.P. Morgan Securities with the Series 66 designation and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has been with JPMorgan Chase Bank, N.A. since 2016. Prior to his financial career, he spent three years at Sam Houston State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Dylan Delacruz is a CFP® with eight years of industry experience, currently affiliated with Vanguard Advisers in Plano, TX. His work history includes roles at Fisher Investments, Merrill Lynch, and Frost Bank. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Traditions Wealth Advisors and Amazon. Outside of financial services, he has been involved with organizations such as Gamma Phi Beta and Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and offers model portfolios to intermediary platforms.

Bart Lamb is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2017, following prior roles at TD Ameritrade, TSR Consulting Services Inc, FedEx Express, and Soulence Financial. Charles Schwab 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 integrates non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Michael Justice is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity, he worked at Syneos Health and Iqvia. Outside of finance, he provides private baseball instruction to youth in Fort Worth, Texas. He is associated with Strategic Advisers LLC, a Fidelity Investments company that delivers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves multiple registered investment companies through discretionary and non-discretionary advisory services.

Kevin Castaneda is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and is also the owner of Moncast Tax Services, LLC, where he provides tax preparation services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, tax-aware portfolios largely composed of Vanguard funds and ETFs.

Antonio Segovia Miranda is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at several firms prior to joining Fisher Investments in 2024, including Tactik Global Marketing and Backcountry.com. 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 Policy Committee to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Felicia Erwin Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she works as an independent agent selling United Healthcare health and Medicare products, provides tax preparation services, serves as a commissioned notary public in Texas, and is a board member of a nonprofit municipal utility district. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research, and incorporates both discretionary and non-discretionary management options.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Buck is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2020 and previously worked at Weinstein & Riley and the New Mexico Legal Group. 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 offers both non-discretionary advisory recommendations and access to affiliated discretionary SMA portfolios, combining a multi-asset model portfolio approach with centralized custody and operational support.

William Cocozza is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Patrick Dugan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at multiple Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ernest Martinez is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior experience includes six years at Edward Jones and a consulting role at EJM Consulting. 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 multi-asset, strategic asset allocation investment approach.

Alison Fowler is a Series 65 licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. She previously founded Promontory Brands, LLC, a marketing consultancy and software development business. Fisher Investments provides discretionary portfolio management to a global client base, including institutions and high-net-worth individuals, using a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware and risk management strategies.

Jordan Andreola is a financial advisor with Fisher Investments who holds the ChFC® designation and Series 63 and 65 licenses, bringing 18 years of industry experience. Prior to joining Fisher Investments in 2018, he worked at Level Four Advisory Services, LPL Financial, and 1st Global Advisors. Additionally, he serves as the managing member of Digital Consultants, LLC, which provides IT consulting services focusing on internet-of-things, network design, hosting, and web3 technologies. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals with 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 diversified portfolios and uses tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.