Jonathan Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he spent six years at FIDELITY Personal and Workplace Advisors. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Cole Merrick is a financial advisor at Fisher Investments with a Series 65 credential and six years of experience at the firm. His prior work history includes positions at UCSB and Bank of the West. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to manage globally diversified portfolios, including tax-aware processes and risk management techniques.

Cameron Toal Philipsen is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Fisher Investments serves a global mix of institutional and private clients, providing 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 globally diversified portfolios.

David Davenport is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fisher Investments since 2018, following roles at First Command Advisory Services and related affiliates from 2014 to 2018. Fisher Investments serves a diverse global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management through a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios, incorporating tax-aware strategies and risk management techniques.

Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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 with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates both quantitative and qualitative due diligence and offers access to a range of eligible strategies, including ESG considerations.

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.

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 four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and in real estate with Mark Spain Real Estate and Stewar Realty Group. 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 to deliver model portfolios across various investment vehicles.

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 at Wells Fargo Clearing with 10 years of industry experience and a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business serving small businesses. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, serving more than 14,000 advisors and managing approximately $671 billion in assets.

Patrick Rosborough is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and The University of Texas at Dallas. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a blend of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs.

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, holding a Series 66 designation and 19 years of industry experience. Her career background includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Chase Investment Services Corp., Equitable Advisors, Valic Financial Advisors, and Wells Fargo Investments. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies.