William Mcgurk is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services and UBS Financial Services, as well as an academic tenure at Florida State University. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions made by a centralized committee that employs quantitative and qualitative research methods.

Elden Brooks is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He previously worked within the Mt Pleasant School District and is a student at the University of the Cumberlands. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and uses various strategies such as tax-aware management and defensive tactics to manage risk.

Ashley Jesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Schwab in 2023, she worked at TD Ameritrade for five years. Outside of her advisory role, she works as a receptionist at Sharkey Cuts for Kids in Southlake. 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 offers both non-discretionary and discretionary investment options, combining a multi-asset model portfolio approach with centralized custody and order-routing services.

Thomas Rayton is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, JP Morgan Securities, JPMorgan Chase Bank, Aon, and AXA Advisors. 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 approach combining quantitative screening and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Amparo Mauricio is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Bank of America. Mauricio is based in Westlake, Texas. Charles Schwab & Co., Inc. 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. Schwab offers a mix of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Rylan Berriman is a Series 65 registered advisor with Fisher Investments in Plano, TX, where he has worked since 2017. He has six years of industry experience, including prior roles at Rebound Ortho and Whitworth University. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Jared Ottmers is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Jared is the owner of Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Ira Lambeth is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 66 designation and previously worked at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning. Lambeth served in the U.S. Navy for 22 years. Outside of his advisory role, he owns and manages a condo rented through Airbnb. 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 globally diversified portfolios.

Steven Schaub is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2020. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended strategies. The firm’s investment process combines quantitative and qualitative research with centralized portfolio management and employs tax-aware and risk management techniques.

Alexander Ranieri Jr. is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Luis Malpica is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. Prior to this, he held positions at On24, The North Face, Terranea Resort and Spa, and has been involved with California State Parks since 2015. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies in its portfolio construction.

Adel Nasser is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, the University of Texas at Dallas, and Apple. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Shelton is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His work history includes multiple roles at Fidelity Investment Solutions and Fidelity Investments, as well as experience in the automotive sector with Sewell Fleet Management and Automotive Resources International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Jose Pablo Lippi Ceciliano is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he held roles at Accenture, Microsoft, Dell Technologies, and Boomerang Wireless. 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 combining quantitative and qualitative research to construct diversified portfolios and manages risk using various strategies including tax-aware processes and defensive tactics.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.

Payton Mccubbin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Farmers Cooperative and FuturesOne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of AI and systematic methodologies.

Landon Cruse is a financial advisor with Charles Schwab who holds a Series 66 credential and has eight years of industry experience. His career includes multiple roles at Charles Schwab & Co., Inc. dating back to 2017, with prior experience at Fidelity Brokerage Services LLC. Outside of his advisory work, he owns a rental property. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary client relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a formal alternative-investment due diligence process.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked extensively with Avantax and maintains ownership of Buchanan & Company PLLC, a CPA firm providing accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for the Buchanan Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party money managers, overseeing more than $250 billion in assets and supporting over 10,000 advisors nationwide.

Justin Wade is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Fisher Investments in 2021, he worked at J.P. Morgan Securities LLC from 2019 to 2021 and Merrill from 2018 to 2019. 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 approach using both quantitative and qualitative analysis, along with tax-aware processes and risk management strategies.

Kyle Sprinkle is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2022, he worked in full-time education and had earlier employment at Raising Cane's. Fisher Investments provides discretionary portfolio management to a global client base including institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios, utilizing tax-aware strategies and defensive tactics to manage risk.