Domenico Ramazzini is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining Fisher Investments in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also operates an online e-commerce store focused on home decor and renovations through his personal venture, Ramazzini Holdings LLC. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Brian Garrick is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Charles Schwab since 2009 and at Charles Schwab Bank, SSB since 2012. 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 a multi-asset investment approach and integrated custody and brokerage services.

Anthony Bird 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. His background includes prior roles at Targus Associates, LLC and Mellow Mushroom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Leonardo Ramirez Alpizar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at Titan Rentals, Foundever, Amazon, and several other organizations. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware and risk management strategies.

Virginia Regan is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments prior to joining Charles Schwab. 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Raymond Chen is a CFA® charterholder and holds a Series 65 license, with six years of experience in the financial industry. He has worked at Fisher Investments since 2018 and was previously employed at the University of Florida from 2014 to 2018. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment approach that incorporates quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

Talia Jones is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, she held roles at Winnovart and HRfrenzy, and she studied at the University of Oregon. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach supported by quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Weinstein is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments, he worked at several firms including Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. 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 various strategies including tax-aware processes and defensive tactics.

Ryan Knowlton is a CFP® with 11 years of industry experience, currently with Fisher Investments since 2020. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, UBS Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is involved in rental property management. Fisher Investments serves a diverse range of institutional and private clients globally, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm manages various account types including separate accounts, pooled vehicles, and provides sub-advisory and retirement plan services.

Barnez Chatelain is a Series 65-licensed financial advisor with two years of industry experience, currently with Fisher Investments in Plano, TX. His prior roles include various positions at the University of Alabama and brief tenures at State Farm and Chubb. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, supported by a centralized investment process and a focus on tax-aware strategies.

Jennifer Box is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked with J.P. Morgan entities since 2007, including J.P. Morgan Securities and JP Morgan Chase Bank N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers access to a broad range of products through its affiliations and registrations.

Talese Evans is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and has three years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Success Academy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Attaway Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2021, following a 13-year tenure at TD Ameritrade. Outside of finance, he is a photographer who conducts sessions outside normal business hours and assists with bookkeeping for a beauty salon operated by his wife. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investment program.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes over 15 years at Raymond James & Associates. Outside of his advisory work, he is the owner of VFO Properties, LLC, a business involved in selecting and managing real estate properties. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee input to model financial outcomes.

Robert Reese III is a financial advisor with Fisher Investments in Plano, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Kimberly Sanchez is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. She has worked at Fidelity Investments and FIDELITY Brokerage Services LLC since 2022. Outside of her advisory role, she is involved as an independent contractor with Amway Corporation and operates an Airbnb-style rental home through her sole proprietorship, FKJ Covenant Enterprise LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also offers advisory roles to registered investment companies and employs systematic methodologies to develop model portfolios.

Patrick Harris is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. 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 employs a centralized investment approach combining quantitative and qualitative research, alongside tax-aware strategies and risk management techniques.

Matthew Fichtel is a CFP® professional with 10 years of industry experience, currently advising at Fisher Investments since 2021. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, spanning a combined eight years in those roles. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process led by a committee that integrates quantitative and qualitative research, employing tax-aware strategies and risk management techniques in its portfolio construction.

Michael Stroud is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.