Sydney Sheehan is a financial advisor at Fidelity with a Series 66 credential and 10 years of industry experience. She has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides diverse investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cedric Blair is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at E*Trade Securities, Harrisdirect LLC, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member committee and uses various risk management techniques, including tax-aware processes and defensive tactics.

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.

Ihsaan Kamal is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Best Buy for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Mark Madden is a financial advisor at Fisher Investments with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, Madden worked at Wedbush Morgan Securities for 13 years and Merrill for 6 years. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs various risk management and tax-aware strategies.

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.

Mitchell Thunell is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Robinhood Financial, Merrill, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jose Salangsang is a financial advisor at Fisher Investments with 17 years of industry experience. He has been with Fisher Investments since 2014 and holds Series 63 and Series 65 licenses. 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 using quantitative screening, qualitative research, and tax-aware processes to construct and manage globally diversified portfolios.

Matthew Dowler is a financial advisor at Charles Schwab with Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments for four years. Outside of his advisory role, he coaches wrestling at a private club, involving travel for national and local tournaments. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Seamus White is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Embark Wealth Management. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to build diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan management, with a focus on tax-aware strategies and risk management techniques.

Hannah Favara is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab, she worked in retail and education roles, including managing 7 Brew Coffee. 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.

Jonathon Thompson is a financial advisor with Fisher Investments, holding a Series 66 designation and 11 years of industry experience. He has worked at Fisher Investments since 2018, following roles at Brightworth Capital and JPMorgan Chase Bank. 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 process that combines quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside defensive tactics to manage risk.

Aubriana Hall is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. Her prior work includes roles at Zynex Medical and Pella Windows and Doors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Sarah Kern is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2021 and previously worked at Loggins, Kern and McCombs from 2015 to 2021. 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 various asset classes. The firm employs a centralized investment approach with a five-member Investment Policy Committee and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Brandon Dwyer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked in various roles including at United Parcel Service and First State Bank. Outside of his advisory role, he manages operations for Red Lion Enterprises, LLC, overseeing property maintenance, animal care, livestock transactions, and tax filing. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kathryn Pace is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Fidelity Investments, Riddle & Bloom, and IHS Markit. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jeremy Conners is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. before joining Fisher Investments. His background includes roles outside finance, such as positions at TopGolf and involvement with the University of Saint Thomas Swim Team. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various strategies, including tax-aware processes and defensive tactics.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Zalk is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2017. Prior to joining Fisher Investments, he worked at Windy Chevrolet and attended Central Washington University. 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 various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.