Dennis Klees is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Joseph Weik is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. He has previously worked with the Diocese of Fort Worth and Strategic Energy Products. Outside of his advisory role, Weik coaches youth baseball for the North Dallas Baseball Academy, a non-profit organization. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jamie Andujar is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Schwab, Jamie worked at Olympus Enterprises and Allstate Insurance. Outside of advisory work, Jamie is involved in retail sales through a small apparel business. 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 and discretionary investment management with a multi-asset model portfolio approach. The firm is notable for its scale, integrated structure, and centralized supervisory and custody services.

Brooks Ralph is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Hub City Productions and Arizona Snowbowl. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios utilizing mutual funds, ETFs, and ETPs, and is notable for its regulatory registrations, advisory roles to registered investment companies, and use of advanced technologies such as AI.

Justin Yost is a financial advisor with Fisher Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fisher Investments since 2008. 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 approach combining quantitative and qualitative research, tax-aware processes, and risk management strategies.

Logan Mc Kinnon 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 Kelley Automotive Group and studied at Indiana University’s Kelley School of Business. 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside defensive tactics to manage risk and positioning.

Eric Alford is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has three years of industry experience. He joined Fisher Investments in 2022 after working in various roles including self-employment and positions at Utility Connect, Gig Interactive, and Journey Business Solutions. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a five-member Investment Policy Committee that employs quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Ryan Penshorn is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Charles Schwab since 2013. 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 offers multi-asset model portfolios supported by research and alternative investment options.

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he partners with clients to align their financial goals with their values through thoughtful planning. His current role involves helping clients navigate their financial journeys by combining personalized strategies with Fidelity's approach to financial well-being. Jordan has held multiple positions at Fidelity Investments, progressing from Customer Relationship Advocate in Service (2022-2023) to Client Service Representative in Advisor Services (2023-2024), then to Relationship Manager in Wealth Management (2024-2025), before assuming his current role as Planning Consultant in Wealth Management in 2025. This progression reflects a breadth of experience across client-facing roles within financial services. He holds an Arkansas Insurance License. Outside of his professional work, Jordan enjoys boating, fitness, golf, and traveling.

Salmaan Ayoob is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones from 2017 to 2020 before joining Fisher Investments in 2021. 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 approach combining quantitative and qualitative analysis, along with tax-aware strategies and risk management techniques.

Nnedi Okammor is a financial advisor with Fisher Investments, holding a Series 65 designation and beginning her industry career in 2025. Prior to joining Fisher Investments, she was involved with several volleyball-related organizations, including SMU Volleyball Camps and the Professional Volleyball Federation (Indy Ignite). 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies including derivatives and tax-aware processes.

Meghana Mistry is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Charles Schwab since 2022 and previously at TD Ameritrade. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

David Robinson is a Series 66-credentialed financial advisor at LPL Financial with 16 years of industry experience. He previously worked at INVEST Financial Corporation and RFG Wealth Advisory before joining LPL Financial in 2018. Robinson also maintains activities as an independent insurance agent specializing in life, accident, health, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Meghan Cave is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, using systematic methodologies and long‑term asset allocation benchmarks.

Dhruv Jhigan is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has eight years of industry experience, all with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Cole Silvester is a financial advisor at Fisher Investments with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fisher Investments, he held positions at Bank of America, Merrill, and several other financial and non-financial firms. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Lane Mcgowen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes four years at the University of Dallas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Shaun Fitzgerald is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining the firm, he worked at Pack'N Inc and attended Florida State University. 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 process combining quantitative and qualitative research to manage globally diversified portfolios.

Shuoyuan Liu is a CFA® charterholder with seven years of industry experience currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, Liu worked at JPMorgan Securities LLC and has a background that includes service in the U.S. Army. Outside of advisory work, Liu manages an Amazon online store specializing in home decorations, personal care, apparel, and accessories. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth individuals, using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios. The firm also offers sub-advisory, retirement plan services, and manages a variety of separate and pooled investment vehicles.