Whitney Stacy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Fidelity in various capacities since 2006, currently serving at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Brian Glass is a Planning Consultant who focuses on helping clients identify, organize, and pursue their financial goals by simplifying the complexities of financial planning. He emphasizes understanding his clients and earning their trust as fundamental elements of his professional relationships. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, and a Relationship Manager at Bank of America from 2007 to 2017.

Jared Ambrose is a Series 65-credentialed advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments, he held positions at Fivestars, Uhaul, and Vector Marketing. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Austin Adamcewicz is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Florida Financial Advisors and has held various roles outside of finance, including as an Instacart shopper. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates both quantitative and qualitative research.

Andri Zamora is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, he serves as managing partner of a family LLC involved in managing a rental property. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, utilizing multi-asset model portfolios and a formal alternative-investment process.

Iqra Jafri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she worked at VIPkid and the University of Texas at Austin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Cecilia Ortiz Santos is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Cecilia is currently based in Westlake, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Vivian Bang is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Capital Advisors, Inc., E*TRADE Capital Management LLC, and TD Ameritrade. 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 and offers multi-asset model portfolios supported by centralized supervision and custody services.

Hayden Hutton is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwest Liquid Gold and held various roles at Washington State University and Hilton Hotels. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. His background also includes an entrepreneurial role with Hnegxin Trademark. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Munoz is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has nearly two decades of experience in the financial services industry, all of which has been with Fidelity. Throughout his career, Danny has held multiple positions including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and 401k Specialist. Danny's expertise spans various aspects of financial consulting and portfolio management. He holds insurance licenses in Arkansas and California. He is committed to ethical practices and financial literacy, focusing on delivering a high level of service to help clients make informed financial decisions. Danny aims to positively impact his clients and the people important to them through his work.

D Nard Arthur is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Arthur serves on the Board of Management at the Semones YMCA, contributing to community activities and events. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, offering multi-asset model portfolios and comprehensive financial planning.

John Breeding is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions within Fidelity since 1998 and is currently based in Southlake, TX. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages complex multi-manager and fund-of-funds structures.

Austin Jefferson is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Fisher Investments in 2025, he worked at TIAA-CREF Individual & Institutional Services and VALIC Financial Advisors, and he is also an author of faith-based books, including one focused on investing and retirement planning. In addition, he writes faith-based screenplays aimed at Christian movie production companies. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management with a centralized Investment Policy Committee that employs quantitative and qualitative research. The firm provides a range of services including sub-advisory and retirement plan management, using tax-aware strategies and risk-management tactics across diversified global portfolios.

Matthew Nicholson is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, delivering model portfolios for intermediary platforms.

Brian Taylor is a financial advisor at Fisher Investments in Plano, TX, holding Series 65, 66, and 63 licenses. He has prior experience at Mass Mutual Investors Services and McAfee, LLC. 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 using a combination of quantitative and qualitative research and implements tax-aware processes and defensive tactics to manage risk and positioning.

Charles Bernsen is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2021, and Wells Fargo Bank N.A. from 2016 to 2018. Outside of his advisory role, he is an independent seller and distributor of essential oils with Young Living. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

John Howard is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2009. Outside of his advisory role, he operates a coaching and consulting business as a sole proprietor. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Duncan Gates is a CFP® with 18 years of industry experience, currently serving at Cetera. His work history includes roles at Avantax Advisory Services and Avantax Insurance Agency, and he is also the Director of Tax & Accounting at Joseph Hancock Tax and Financial Service, where he prepares tax returns for individuals and businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and consulting services.