Adrian Valles is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and SPR Packaging LLC. 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 a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Gabrielle Bentancourt is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, she worked at the PGA Junior Golf Camp and attended the University of Louisville. 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 centralized Investment Policy Committee that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk and positioning.

Carolyn Castillo is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab, as well as a period as a homemaker. 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 a combination of non-discretionary advisory and affiliated discretionary SMA solutions, supported by centralized custody and operational infrastructure.

Blake Busutill is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. Prior to joining Fisher Investments, he held positions at Target and Home City Ice. 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 a range of services including sub-advisory and retirement plan management, employing tax-aware and risk management strategies across diverse portfolios.

Xavier Martinez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Advisers since 2020 and has been affiliated with related Vanguard entities since 2016. Prior to that, he worked at AMC Theatres from 2014 to 2016. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Gabriela Ceballos is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, following prior roles within the firm’s affiliated banking division and earlier work outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending eligible strategies.

Nicholas Yocum is a Financial Consultant with experience in financial planning and client relationship management. His professional background includes roles such as Planning Consultant and Central Relationship Manager at Fidelity Investments from 2023 to 2026, and Pinnacle Consultant at Charles Schwab from 2020 to 2022. He holds insurance licenses in Arkansas and California. Nicholas works with clients to develop financial plans and navigate complex financial landscapes aimed at achieving long-term goals. Outside of his professional work, Nicholas has interests in art, fitness, museums, pets, puzzles, and traveling.

Shyan Moayedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Charles Schwab. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher White is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation with four years of industry experience. Before joining Wells Fargo Clearing in 2021, he worked at PRGX Global, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Bruno is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Mark Spain Real Estate and Stewar Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of AI-driven research methodologies.

Hawken Thieme is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, following two years at Enterprise. Fisher Investments serves a global mix of institutional and private clients, 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 diversified portfolios and employs tactical risk management and tax-aware strategies.

Jonathan Joplin is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business focused on small businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Patrick Rosborough is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 designations and three years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual, and self-employment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Joanna Knieberg is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Jared Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Everon LLC, Wal-mart, and various other positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model solutions.

Gregory Clary is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials. He has one year of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Nicholas Montgomery is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has eight years of experience with the firm, having worked there since 2014. 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 with a centralized investment process that incorporates quantitative and qualitative research. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware strategies and risk management techniques.

Jasmine Murillo Figueroa is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo and Velvet Box. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

Kristen Broersma Lozano is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. She has worked with Fisher Investments since 2019 in both the Portfolio Management Group and the 401(k) Solutions team. Prior to that, she held roles at Hanwha Energy US Holdings, Milk & Honey, OC Marketing US, and SagePoint Financial. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques.