Carl Lok is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to this, he was employed at TD Ameritrade and JP Morgan Securities LLC, and he was involved with MJSA Inc, operating Asia Bowl & Grill for 16 years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers strategic asset allocation supported by research from its Center for Financial Research.

Matthew Friday is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Josh Moore is a Series 65-licensed financial advisor at Fisher Investments based in Plano, Texas, with two years of industry experience. Prior to joining Fisher Investments in 2020, he worked for eight years at Parking Management Services Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.

Carson Perry is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He has been with Fisher Investments since 2019 and previously held roles at Brigham Young University, the US Travel Association, and Game Face, Inc. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach driven by an Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios while managing risk through various strategies and tax-aware processes.

Tyler Reed is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fisher Investments since 2020. Prior to his current role, he was employed at TD Ameritrade from 2017 to 2020 and has experience outside finance in a repair business. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research across diversified asset classes.

Joshua Osborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Fisher Investments in 2024, he worked at WP Engine, Cornerstone Securities, Streetwise Investments, Nylife Securities, LLC, and New York Life Insurance Co. Since 2022, he has owned Osborn & Son, LLC, a real estate business focused on investment properties in central Illinois. Fisher Investments manages discretionary portfolios for a global mix of institutional and private clients, employing a centralized investment process that integrates quantitative screening and qualitative research to create diversified portfolios. The firm serves pension plans, foundations, investment companies, and high-net-worth individuals with equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services.

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 eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for five years. Outside the financial industry, she has been involved with Sharkey Cuts for Kids, where she handles appointment scheduling and customer service. Charles Schwab 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with research-backed guidance and a centralized operational structure.

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 experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2015. In addition to his advisory role, Ottmers owns Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

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.