William Smith is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Raymond Ramirez is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Ivy Distributors, Inc and Waddell & Reed Inc. Fisher Investments serves a global client base of institutional and private clients, managing discretionary portfolios across equity, fixed income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Michael Lewis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Schwab in 2022. Outside of his advisory role, he works as an independent contractor for a business called A Closer Look, where he visits and reviews locations. 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Zachary Costa is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at The Vanguard Group. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes with a centralized investment process that incorporates quantitative and qualitative analysis.

Alexandra Griffis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and six years of industry experience. She has worked at Charles Schwab since 2019 and has prior experience with Emerald Media Group and the University of Oregon. Charles Schwab & Co., Inc. serves a large client base, 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 broad range of integrated investment, custody, and brokerage services.

Emerson Munoz is a financial advisor at Fisher Investments with a Series 65 credential and over four years of professional experience spanning various roles prior to joining the firm. His background includes positions at Ideal Talent Group, Network Up, and multiple roles connected to the University of South Florida. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Joshua Evers is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the University of Texas at Dallas and was involved with Karate for Kids for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios incorporating algorithmic and AI-based methods.

Khadijah Martin is a Series 65 licensed financial advisor at Fisher Investments with eight years of experience at the firm and a total of five years in the industry. Prior to joining Fisher Investments, she worked at H&K International for two years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process with tax-aware strategies and manages a significant non-U.S. client base along with extensive sub-advisory relationships.

Alexandria Secreast is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her background includes roles at Prime Meridian Bank and teaching positions at Maclay School. She has also worked as an entrepreneur with Gypsy Rose Boutique. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Jared Escamilla is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Fisher Investments, Fidelity Investments, and Morgan Stanley affiliate Compunnel. He has also been involved in entrepreneurial ventures such as Save A Shield Inc and BowKay Designs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice and customized performance reporting supported by centralized due diligence and quantitative research.

Graeme Palmersheim is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at Hillcrest, ESP Supply, and Gecho Construction. 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 Policy Committee for portfolio construction and employs tax-aware processes and risk management strategies.

Isabel Finkbeiner is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. Her background includes roles at Fisher Investments, Catholic Campus Ministry at SMU, Southern Methodist University, Baillie Lumber Company, and The Gap Inc. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative analysis to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Robert Winter is a financial advisor with Stifel in Southlake, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc. Outside of his advisory work, he serves as President of the North Texas Baseball Club, a nonprofit youth baseball organization. Stifel serves a diverse clientele, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Roman Garbuz is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked previously at Citizens Bank and JPMorgan Chase & Co., and has been with Fisher Investments since 2021. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment policy committee to manage diversified portfolios with tax-aware and risk management strategies, and it maintains significant sub-advisory relationships and a substantial non-U.S. client base.

Frederic Woods is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several automotive and motorcycle dealerships. Fisher Investments provides discretionary portfolio management for a diverse client base, including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Maximus Panday is a Financial Consultant at Fidelity Investments. In his role, he works with clients to co-create and implement tailored, comprehensive plans aimed at progressing toward their financial goals. Maximus has held various positions within Fidelity Investments since 2013, including Investment Management Consultant II and Workplace Planning Consultant III. He holds insurance licenses for Arkansas and California.

Michael Riccardi is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Pathstone for three years. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management techniques.

Vincent Nuno is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques for its clients.

Diana Sisk is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Fidelity Investments since 2013. She holds a Series 63 license and is a partner in BRD I Partnership, Ltd. located in Waco, Texas. Fidelity’s Strategic Advisers LLC delivers 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 a broad range of portfolios including multi-manager structures and registered investment companies.