Katherine Kuhn is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Mortgage Lenders Investment Trading Co and pursued extended travel. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes with a centralized investment approach that combines quantitative and qualitative research.

Austin Frost is a financial advisor with Wells Fargo Clearing in Irving, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Randstad, Ally Invest Securities, TD Ameritrade, and Chestnut One Inc. He has been affiliated with Texas Tech University since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Cody Deems is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he operates machinery for snow plowing at an airport. Fisher Investments serves a global mix of institutional and private clients, providing 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 globally diversified portfolios and manages risk through various defensive strategies.

Jeffery Price is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. At Price & Associates, he works closely with clients to develop strategies for managing personal and business finances, focusing on a holistic approach that addresses key life transitions such as retirement, business ownership, and family changes. Jeff emphasizes understanding clients' long-term financial visions and creates goals-based strategies to help clients feel comfortable and prepared for their future. Jeff holds a Bachelor's degree from Baylor University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is active within several professional organizations, including the Baylor University Alumni Association and Fiji Alumni - Kappa Chapter. In addition to his professional work, Jeff has been involved in community service, having served six years on the Town Council and one term as Mayor for the Town of Hickory Creek, as well as serving on the Southern Denton County Neighbor to Neighbor Board as a founding member and chairman. He is an active member of Valley Creek Church and the Baylor University Parent Board. Jeff lives in Flower Mound with his wife, Cara, and they have two children who are Baylor University graduates.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Miller is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and various BBVA entities. He also serves as a Texas notary, providing document notarization for bank clients. 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, offering a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Rowell is a financial advisor with Fidelity Investments based in Westlake, TX. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining Fidelity, he held various roles in education and retail sectors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds structures.

Garrett Hoy is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Dutch Bros Coffee. Fisher Investments serves both institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process incorporating quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Kyle Cain is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Before joining Charles Schwab, he held one-year roles at Gartner and Assured Partners, and completed nine years of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a combination of non-discretionary and discretionary investment options, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Andy Brachey is the Director, Executive Services Officer at Fidelity Investments. In his current role, he ensures that participants are fully educated on their equity compensation and assists with complex transactional support in a manner compliant with regulations. He also serves as a liaison for broader Fidelity services outside of company equity programs. Andy has been with Fidelity Investments since 2014, progressing through various positions including Brokerage Consultant, Workplace Planning & Guidance Associate, and Financial Associate, which have provided him with extensive experience in equity compensation and financial services.

Brendan Reiss is a financial advisor with Fidelity Investments in Westlake, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked at Phalanx Investment Partners and International Process Plants. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on long-term asset allocation and systematic methodologies.

Jared Kahn is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Outside of his advisory role, he is an investor in a watch making and repair business. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process and employs tax-aware strategies and risk management techniques.

Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.

Austin Azurdia is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at Enterprise and the University of Alaska. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Brian Jennings is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Prime Meridian Bank from 2015 to 2022. 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 in a centralized investment process and offers sub-advisory and retirement plan services to a diverse client base.

Paul Graham is a financial advisor at Fisher Investments with a decade of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2020. His prior experience includes roles at The Vanguard Group and involvement in businesses outside finance such as Sedona Taphouse and Charlestown Landscaping. Fisher Investments provides discretionary portfolio management to a global clientele, including institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

David Lippincott is a financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Northwestern Mutual in various capacities from 2017 to 2020 and also has experience in small business consulting. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management through a centrally managed investment process that combines quantitative and qualitative research to construct diversified portfolios.

Alan Fisher is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity in 2025, he worked at Persei LLC and JPMorgan Chase Bank, N.A., among other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Tyrell Peterson is a financial advisor at Fisher Investments with 16 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2018, following six years at Fidelity Investments. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.