Zakariaa Bousfiha is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at TIAA and TIAA-CREF. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Harrison Molter is a financial advisor at Fisher Investments with two years of industry experience and holds a Series 65 designation. Prior to joining Fisher Investments in 2022, he worked in the restaurant industry and has an academic background from the University of Oregon. 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 approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Conor Shepard is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and having four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Banner Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

William Rice is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. He previously worked at Marotta Wealth Management for five years and has experience at S&P Global Market Intelligence. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Graham Barrett is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, TX. He holds Series 66 and Series 63 licenses and has five years of industry experience. His prior experience includes a one-year role at Equitable Advisors and work at the University of Louisville. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Chris Brefeld is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior roles include positions at Trajan Wealth, L.L.C., LPL Financial, and the Bank of Springfield. Brefeld holds the Series 66 designation and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals, using a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.

Benjamin Barbour is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX. He has been with Fisher Investments since 2022 and has prior experience at Northwestern Mutual. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research and employs various risk management techniques.

Myat May is a financial advisor at Fisher Investments with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fisher Investments, Myat worked at Morgan Stanley, Goldman Sachs, and Charles Schwab. Outside of finance, Myat is a contractor at IClips Salon, a hair salon based in Austin, Texas. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies along with sub-advisory and retirement plan services.

Wyatt Egan is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He began his advisory career in 2025 after completing his education at the University of Arizona. 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 and qualitative research to construct globally diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Nicholas Musto is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Fisher Investments since 2022. Prior to this, he worked for The Center for Special Needs Trust Administration, Inc. for seven years. He also performs notarial duties as a Notary Public for the State of Florida. 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 to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Daniel Castro is a financial advisor with Fisher Investments, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and United Bank of El Paso del Norte. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment policy committee that integrates quantitative and qualitative research to construct globally diversified portfolios while utilizing tax-aware strategies and risk management techniques.

Jordan Haskell is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to joining Fisher, he was employed at Lyons National Bank and held roles at Hobart College and West Valley City Public Works. 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 approach combining quantitative and qualitative research, and it manages risk through tax-aware strategies and defensive tactics.

Breg Hughes is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and various Morgan Stanley divisions since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in developing financial plans.

Stephen Smith is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2022, he worked at Charles Schwab, MML Investors Services, Massachusetts Mutual Life, and Bank of Texas. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative research to construct globally diversified portfolios.

Kevin Mccabe is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2008. He holds Series 65 and Series 66 licenses and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment policy committee to manage diversified portfolios, using quantitative and qualitative research alongside tax-aware and risk management strategies.

John Tovar is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 35 years of industry experience. He worked at TD Ameritrade Inc. for 12 years before joining Charles Schwab and Co., Inc. in 2022. 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 relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jacob Garrity is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and 49 Financial. His background also includes roles outside finance, such as positions at Chicago Golf Club and Brookhaven Country Club. 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 that combines quantitative screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

John Bland III is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. His prior work includes roles at SS&C Technologies, ADP, and Advent Software. Fisher Investments serves a global range of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various mandates. The firm uses a centralized Investment Policy Committee and combines quantitative and qualitative research to manage globally diversified portfolios with tax-aware processes and risk management strategies.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

David Jacks is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. Based in Plano, TX, he has been part of a large institutional firm known for managing portfolios across equity, fixed-income, and blended mandates. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as tax-aware strategies and defensive tactics.