Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 and incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Todd Ellsworth is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2007. Outside of his advisory role, he participates in charitable and fraternal organizations including Shriners, Masons, and the American Legion, serving in leadership and committee roles. 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 offers discretionary portfolio management across multiple asset classes and employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios.

Cole Peterlin is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Elevate Insurance Agency Services LLC and Elevate Financial Planning and Wealth Management LLC. Peterlin also spent several years in educational roles at Liberty University and Perkiomen Valley High School. Fisher Investments serves a global client base including institutional and high-net-worth investors, 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 utilizes tax-aware strategies and risk management tools.

Danay Hilliard is a Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, LLC, she held roles at several firms including AAA Texas and Texans Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, holding Series 66 and Series 63 credentials with nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Fidelity Brokerage Services, Lyft, and Lantana Communications. Outside of his advisory role, he rents a spare room in his home through Airbnb for supplemental income. Edward Jones is a wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branches across the United States.

Sean Kramer is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and EDI Financial. Outside of his advisor role, he is an instructor leading Pilates classes through TDM Fitness LLC. He is part of Cetera Investment Advisers LLC, an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Ghinwa Ayass is a financial advisor with Charles Schwab in Westlake, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior roles include positions at Fidelity Investments, TD Ameritrade Institutional, and LPL Financial. Outside of her advisory work, she is a part owner of rental properties managed by a third party. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and a range of alternative investments.

Tyrone Tubbs is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His previous work includes positions at Sandia National Laboratories, Gexpro Services, and Prairie View A&M University. 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 that integrates quantitative and qualitative research to construct globally diversified portfolios and provides tax-aware risk management strategies.

Cameron Roa is a financial advisor at Charles Schwab in Southlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Black Knight Financial Services. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Craig Callon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2023. His prior experience includes roles at Hilltop Securities, Mass Mutual Investors Services, Park Avenue Securities, Guardian Life Insurance, Fidelity Brokerage Services, and Ameriprise Financial Services. In addition to his advisory work, he teaches dual credit U.S. history as adjunct faculty at Collin College. Fisher Investments provides discretionary portfolio management services to a diverse global client base, including institutional and high-net-worth investors. The firm uses a centralized investment approach combining quantitative and qualitative research to manage equity, fixed-income, and blended mandates, employing tax-aware strategies and risk management techniques.

Jose Mena Gallegos is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Hewlett Packard Enterprise from 2020 to 2023 and has held roles in real estate and business internships. 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 and offers sub-advisory, retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Jorge Dall Anesse Vargas is a financial advisor at Fisher Investments, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Acuity Knowledge Partners, Tegus, and academic work at the Tecnologico de Costa Rica and Universidad de Costa Rica. 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 process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Kristopher Armijo is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at The Dimension Group, Power Packaging, Barley And Board, and LSA Burger Co. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through comprehensive wealth advisory, managed accounts, and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and due diligence on alternative investments.

Javier Aguilar Arguedas is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes positions at Amherst Holdings and Amazon, as well as time as a full-time student. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering 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 diversified portfolios while employing tax-aware strategies and risk management techniques.

Trent Werner is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work history includes roles at Uptown Properties, Premiere Property Group, and JP Morgan Chase Bank. Outside of advising, Werner owns personal real estate holding and brokerage LLCs. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm’s centralized investment process combines quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware and risk management strategies.

Richard Wurster is a financial advisor with Charles Schwab in Westlake, TX, holding nine years of industry experience. His career includes roles at Charles Schwab Investment Management, Charles Schwab Investment Advisory, Thomas Partners, and Windhaven Investment Management. Outside of his advisory work, he serves as Chairman of the Board of Directors for Schwab Charitable Fund and is a member of the investment committees for the San Francisco Museum of Modern Art and the Menlo Park Atherton Education Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory programs and discretionary separately managed accounts. The firm integrates investment guidance with custody, brokerage, and cash-sweep services across a large client base.

Jacob Baumann is a Series 65–licensed advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Before joining Fisher Investments as a financial advisor in 2022, he worked at the firm in other roles beginning in 2018 and previously was employed at Genesis Health Clubs. Fisher Investments serves a global range 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 and offers tax-aware strategies alongside various risk management techniques.

Trevor Dare is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools while serving clients through both direct and employer-based agreements.

Jennifer Lully is a financial advisor at Fisher Investments with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Fidelity Investments, Morgan Stanley, and Fidelity Brokerage Services. Outside of her advisory role, she is the founder and CEO of Broken Mirror LLC, an eco-fashion, beauty, and art online business, and she also manages The Startup Club, a networking group focused on the food and beverage industry. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Paulo Matias is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JP Morgan Securities LLC, US Bank, and Raymond James Bank. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.