Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brent Herren is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. and TD Ameritrade in various capacities since 2018. Outside of his advisory role, Herren serves on the board and finance committee of Hope Community Church of the Nazarene. 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 largely non-discretionary investment guidance combined with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized operational and supervisory structures.

Matthew Hinesley is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and having two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwestern Mutual in 2020 and has held various roles in other industries including positions at Target and Mecklenburg Gardens. 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 integrating quantitative and qualitative research and offers tax-aware risk management strategies.

Jeffrey Pasquariello is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. His prior work experience includes roles at Conduent, Toyota, and self-employment. 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 and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Bryce Peacock is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Solutions, Associated Bank, Grove Point Investments, Allstate, LPL Financial, Mountain America Credit Union, and chrysalis inc. He is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and uses various risk management techniques, including tax-aware strategies and defensive tactics, to manage client portfolios.

Liam Spagnolli is a financial advisor with Wells Fargo Clearing in Southlake, TX. He holds the Series 66 designation and has one year of industry experience, including prior roles at Bank of New York and Fidelity Investments. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in client assets.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management options supported by research and diverse investment strategies.

Sean Riley is a CFP® professional with 15 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of his advisory work, he operates a small woodworking and carpentry business. 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 separate managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Michael Raich is a financial advisor at Edward Jones in Southlake, TX, holding CFP®, ChFC®, and Series 66 designations with 8 years of industry experience. Before joining Edward Jones in 2018, he worked at Cook Children's Healthcare System from 2015 to 2017. He serves as treasurer for the Keller High School Theater Boosters organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Colton Morgan is a Planning Consultant at Fidelity Investments. He currently partners with clients to enhance the efficiency of their financial plans and support them in achieving their financial goals. He has been with Fidelity Investments since 2020, serving in roles including Workplace Planning Consultant from 2020 to 2024, Central Relationship Manager from 2024 to 2026, and Planning Consultant from 2026 to the present.

Donalee Gonzales is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial in Flower Mound, TX. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Callum Holley is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He joined Fisher Investments in 2022 after two years at Pacific Office Automation. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Ryan Nolan is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at SoFi Securities, LLC and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and manages separate accounts as well as pooled investment vehicles.

Jamahl Williams is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following three years at Edward Jones and over a decade at Ottobock Healthcare. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, while also serving in roles such as commodity pool operator and advisor to multiple fund-of-funds.

Arin Holliman 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 Pruco Securities LLC, The Prudential Insurance Company of America, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk and positioning.

Irene Campos Valle is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2025 and has prior experience at L.L.Bean, Inc., as well as a background that includes full-time education and a gap year. 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 offers a range of sub-advisory and retirement plan services.

Amanda Andrews is a financial advisor with Fisher Investments, holding a Series 65 credential and five years of industry experience. Prior to joining Fisher Investments in 2021, she worked at John Deere and has held roles with the Girl Scouts of Eastern Iowa and Western Illinois, among other positions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, alongside sub-advisory and retirement plan services. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Kevin Kim is a financial advisor at Fisher Investments with Series 65 credentials and has been in the industry since 2023. He previously operated his own advisory firm, Kevin M. Kim, LLC, and has worked at Fisher Investments in multiple prior periods totaling seven years. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Cade Wolston is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2014. Strategic Advisers LLC, a Fidelity Investments company, 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, and is noted for its use of AI and systematic methodologies in managing model portfolios.

James Morris is a Series 65 credentialed financial advisor with Fisher Investments, based in Plano, TX. He has a total of six years of industry experience, including two separate tenures at Fisher Investments. 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 through its Investment Policy Committee, utilizing quantitative and qualitative research combined with tax-aware and defensive strategies.