Shawn Jensen is a CFP® with 21 years of industry experience, currently serving at Fisher Investments since 2018. Prior to joining Fisher, he worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2014 to 2018. Fisher Investments provides discretionary portfolio management to a global client base including institutions and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques across various asset classes.

Raymond Fitzgerald is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked across multiple divisions within Fidelity since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and manages model portfolios for intermediary platforms, distinguishing itself through its use of algorithmic methods and formal advisory roles to registered investment companies.

Kelli Vibert is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 designation and has worked in various capacities at Fidelity since 2013. Outside of her advisory role, she is a partner in Vibing Lifestyle LLC, where she contributes to writing and curating blog and social media content focused on travel research. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios built from mutual funds, ETFs, and ETPs with oversight of sub-advisers and conflict-of-interest evaluation.

Mackenzie Downs is a financial advisor at Fisher Investments with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fisher Investments in 2024, Downs worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, utilizing various risk management techniques and tax-aware strategies.

Danielle Thomas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Fidelity, BNSF, State Farm, and the City of Fort Worth Police Department prior to joining Schwab. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through a combination of non-discretionary and discretionary investment solutions, multi-asset model portfolios, and a comprehensive alternative investments program.

Jack Dole is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has six years of industry experience. He has been with Fisher Investments since 2019. Prior to that, he held roles at the University of Washington and VW Botanical Gardens. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies for its clients.

Frank Fisher Jr. is a Series 65-licensed advisor with Fisher Investments in Plano, TX, where he has worked since 2022. He has 4 years of industry experience and previously spent 11 years with Wells Fargo Bank N.A. Fisher also hosts and produces the Midlife Awesome Podcast, a variety-style show based in Rockwall, TX. Fisher Investments serves a diverse global clientele, including 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 and offers specialized services such as sub-advisory and retirement plan management.

Arin Johnson is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, Arin worked at Arconic and has experience in various roles including at Washington State University and Macy's. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios, including tax-aware strategies and risk management techniques.

Woodrow Tippett Jr. is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He has been with Charles Schwab since 2024, including roles at Charles Schwab Bank, SSB, Schwab Asset Management, and Charles Schwab Investment Management dating back to 2015. Charles Schwab serves a large client base, 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 provides both non-discretionary and discretionary investment options, combining centralized supervision with a multi-asset investment approach and access to alternative investments.

Keyanna Russell is a Financial Consultant at Fidelity, a position she has held since 2022. She has been with Fidelity since 2018, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Her approach to financial planning centers on partnering with clients to develop, implement, and maintain customized plans that address each family's specific circumstances, with an emphasis on building relationships and understanding clients' unique stories. She holds an Arkansas Insurance License. Outside of her professional work, Keyanna is interested in golf, pets, pilates, running, and scuba diving.

Timothy Fahey is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at Charles Schwab & Co., Inc., HD Vest Investment Services, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Scott Robinson is a CFP®-designated financial advisor with 22 years of industry experience, currently serving clients at LPL Financial since 2018. His prior experience includes roles at INVEST Financial Corporation and RFG Wealth Advisory. He operates Scott L Robinson Advisors LLC, a home-based business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Dylan De Sena is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and previously worked at Redfin Corporation and Keller Williams Real Estate. 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 Policy Committee to guide its globally diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.

Charlie O'Shel is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes eight years at TD Ameritrade and four years at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of his advisory role, he participates in Financial Peace University by assisting participants with budgeting and basic financial questions. Charles Schwab serves a large client base 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 provides a combination of non-discretionary advisory recommendations and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sergio Guzman is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and affiliated entities since 2022, as well as TD Ameritrade and Wells Fargo in prior roles. 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 multi-asset model portfolios along with due diligence on alternative investments through its integrated operational structure.

Ethan Plaisance is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Fidelity Investments and prior experience at Asset Campus Housing, Blinn College, and The Scion Group. He has also been involved with Texas A&M University since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alyssa Meissner is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at Riman Korean Skincare, the University of Oklahoma, Pizzeria Testa, and Wakeland High School. 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 combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Cameron Martin is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher, he held roles in various businesses including Elemental Fundraising, Bartaco, and Florida Financial Advisors. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk and portfolio positioning.

Garrett Evans is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and having nine years of industry experience. His prior experience includes roles at TD Ameritrade and earlier work outside the financial industry. Evans is also the owner and CEO of Signate Elevators, LLC, a residential and commercial construction company. 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated operational platform.

Jaclyn Thorp is a financial advisor at Fisher Investments with seven years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and various positions in education and corporate sectors. 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 employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.