Caleb Soukhamneut is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Valley Bank, First Command Advisory Services, and Northwestern Mutual. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

John Onufreiczuk is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Schwab Wealth Advisory, TIAA, Empower Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct largely Vanguard fund-based portfolios with tax-aware features and customization options.

Nadim Aly is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2017. Prior to joining Schwab, he held roles at RecSports and the University of Texas at Austin. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Franklin Ngai is a financial advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Charles Schwab and has a background that includes roles in education and recreation. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates, with investment decisions made by a centralized committee using quantitative and qualitative research methods.

Ezra Resendiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and previously at TD Ameritrade from 2020 to 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 both non-discretionary and discretionary investment options, combining a large-scale operational footprint with integrated custody and brokerage services.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

John Mc Daniel is a financial advisor at Charles Schwab with 11 years of industry experience. He has worked at Charles Schwab since 2023 (with a brief period at Fisher Investments) and previously spent eight years at TD Ameritrade. Outside of his advisory work, he participates annually as a test driver for new truck features with Test Drive Trucks. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Damien Dhossche is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2024, his background includes roles at Natures Choice and Hollywood Feed. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative and qualitative research.

Dylan Barbieri is a CFP®-credentialed financial advisor with three years of industry experience, currently with Fisher Investments since 2026. Prior to joining Fisher, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, he has experience with the Tallahassee Volleyball Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management tactics.

Adam Anagnostis is a financial advisor with Fisher Investments, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wyndham Destinations, MetLife Investors Distribution Company, Bank of America, Providence Public School Department, and Nordstrom. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ksenia Stetsen is a financial advisor at Fisher Investments with 6 years of industry experience and holds a Series 65 designation. She has worked at Fisher Investments since 2015. Outside of her advisory role, she owns Flipping Out LLC, a business focused on fix and flip real estate transactions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various investment vehicles.

Mai Houa Lo is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, she worked at TD Ameritrade and Colonial Savings FA. 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 separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Marion Philpot is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Philpot is involved with Preservation Financial, a full-service financial services firm offering securities, retirement planning, insurance, and annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Ahmed Uddin is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TradeStation Securities, American Express, and New York Life, among other firms. 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. The firm provides discretionary portfolio management using a centralized investment policy committee, combining quantitative and qualitative research to construct globally diversified portfolios and employing tax-aware and risk management strategies.

Michael Lomax is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Schwab in 2018, he spent 14 years at AT&T. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated custody, brokerage, and research resources.

Zachary Buckingham is a financial advisor at Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Charles Schwab Bank and Haynie & Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by an integrated operational structure and centralized services.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.