Ryan Nesselroade is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 65 designation. His prior work history includes roles at TrackVia and Ibotta. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a variety of advisory and sub-advisory services.

Todd Griffiths is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at TD Ameritrade from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

James Lusk is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in finance, he held various roles in the coffee industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios sourced from mutual funds, ETFs, and ETPs, and it is noted for its regulatory registrations and advisory roles within the institutional investment space.

Primo Santos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Seth French is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for seven years. 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 uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Rodge Macy is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity since 2020 and previously held positions at Edward Jones, Panini America, and PFSweb. Outside of his advisory role, he coaches classes at Cowtown Crossfit in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Jacob Karas is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside of finance at Jerimiah's Italian Ice and Grind Gastropub and Kona Tiki Bar. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that combines quantitative and qualitative analysis to construct diversified portfolios and manages risk through various tactical methods.

Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ignacio Montero Quesada is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Grandstand and academic positions at the University of Kansas and Arizona State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research methods. The firm is notable for its global diversification, tax-aware strategies, and extensive sub-advisory relationships.

Patrick Giddens Jr is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at Equitable Advisors and Axa Advisors. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across a range of asset classes using a centralized investment process that incorporates quantitative and qualitative research.

John Mcmanus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Charles Schwab for seven years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Emma Woods is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity in 2023, she held positions at Lululemon, Target, Dillard's, Nordstrom, AtHome, Cinepolis, and L.D. Bell High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe, while also managing conflicts of interest through oversight and evaluation of share classes and allocations.

Paul Hensley is a CFP®-designated financial advisor with Vanguard Advisers, holding Series 65 and Series 66 licenses and four years of industry experience. His career includes roles at Vanguard Advisers, The Vanguard Group, Creative Planning, Hightower Advisors, and Plancorp. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery to serve a large client base efficiently.

Paul Sanders is a financial advisor with Fisher Investments and holds a Series 66 designation. He has nine years of industry experience, including roles at Morgan Stanley and Amazon. He is based in Plano, TX. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware and risk management strategies.

Austin Standiford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 16 years of industry experience, including over 14 years with Fisher Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware and defensive strategies to manage risk and positioning.

Mason O'Hara is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having started his advisory career in 2025. Prior to joining J.P. Morgan Securities, he gained experience at J.P. Morgan Chase & Co and worked at Finkbine Golf Course. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Saks is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and one year of industry experience. Before joining Fisher Investments in 2024, he worked at Play it Again Sports from 2022 to 2024 and held positions at Ace Parking and Lido House Valet in 2021 and 2022. He completed his studies at Boise State University in 2024. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies and defensive tactics to manage risk.

Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.