Jake Sewell is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation. Prior to joining Charles Schwab, he worked at Boston Scientific and has experience in education and golf-related roles. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a blend of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s scale and integrated structure allow it to combine personalized advisory recommendations with access to affiliated discretionary portfolios and alternative investments.

Benjamin Cooper is a financial advisor at Fisher Investments with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Fisher Investments in 2025, he worked at OmniVest Capital LLC for six years and has experience in both academic and entrepreneurial roles. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Severino Di Bucci is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He previously worked at Apex Systems, Quicken Loans, and Mack Industries, and attended Ohio University. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates using a centralized investment process that combines quantitative and qualitative research. The firm provides sub-advisory and retirement plan services and manages accounts through diverse strategies including tax-aware and defensive tactics.

Scott Vosler is a financial advisor with Fisher Investments holding a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments, he worked at Wells Fargo Bank and has held various roles across multiple firms since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware strategies alongside defensive tactics to manage risk.

Brandon Corse is a CFP® certificant with 19 years of experience in the financial industry. He has been with Edward Jones since 2006 and is based in Colleyville, TX. Outside of advising, he serves as secretary for a start-up baby products company, assisting with bookkeeping, website management, and general oversight. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jennifer Lucius is a financial advisor at Fisher Investments with six years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Morgan Stanley, Fidelity Investments, Bank of America, Merrill, and other firms. Outside of finance, she has experience with Varsity Tutors and Sunsational Swim School. 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 Policy Committee that uses quantitative and qualitative methods to construct diversified portfolios and incorporates tax-aware and defensive strategies to manage risk.

David Seals Jr. is a financial advisor with Edward Jones in Frisco, TX, holding the Series 66 designation and seven years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and a year at Capital One before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves a wide range of clients, including individual and institutional investors, offering various advisory programs and maintaining a large nationwide network of advisors and branch offices.

Alexander Burns is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and four years of industry experience. He has been with Fisher Investments since 2021 and previously worked in marketing and product roles at Allure Marketing and Hint Inc. Burns attended James Madison University from 2017 to 2021. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes with a centralized investment decision process. The firm is notable for its global client base, tax-aware investment strategies, and extensive sub-advisory relationships.

Michael Vargas is a Planning Consultant at Fidelity Investments, where he focuses on assisting clients in developing and maintaining personalized financial plans that adapt to their changing life circumstances. He emphasizes clear, values-based guidance and aims to build long-term relationships based on trust and transparency. His approach incorporates strategic thinking and a thorough understanding of each client's distinct financial priorities. Before joining Fidelity Investments in 2022, Michael worked as a Sports Medicine Therapist at Texas Sports Medicine & Orthopedic Group from 2018 to 2022. In addition to his professional pursuits, he has personal interests that include fitness, golf, skiing, soccer, and volunteering.

Connor Dean is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Raymond James & Associates and the Municipal Advisory Council of Texas. He holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs various risk management and tax-aware strategies.

Goutam Datta is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is an incorporator of the Tagore House Initiative, a nonprofit organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

Bryce Borglum is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held various roles prior to his advisory position, including positions at Geico and Ohio State University. Fisher Investments serves a global client base that includes institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

William Burton is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 tax-aware strategies and risk management techniques.

Kelechi Anyanwu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2017 and previously spent two years at Wells Fargo. 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 discretionary separately managed accounts and provides a comprehensive, integrated platform with centralized custody and operational support.

Sydney Sheehan is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with distinctive roles in commodity pool operation and fund governance.

Cedric Blair is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at E*Trade Securities LLC from 2015 to 2019 before joining Fisher Investments in 2019. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes with a centralized investment approach that incorporates quantitative and qualitative research along with risk management techniques.

Christopher Checketts is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at MassMutual Life Insurance Company, JPMorgan Chase Bank, Wells Fargo, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Mark Madden is a financial advisor with Fisher Investments in Plano, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including 13 years at Wedbush Morgan Securities before joining Fisher Investments in 2022. Fisher Investments serves a diverse global clientele, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management strategies such as tax-aware processes and defensive tactics.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.