John Hoskin III is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at State Street Bank and Trust for one year before joining Fisher Investments in 2017. 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 globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christopher Wells is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Keith Hudson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and is also involved in a private label supplements business called NaturesRX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

William Meskill is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes various roles at Baylor University and other organizations. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach integrating quantitative and qualitative research to manage diversified portfolios and risk.

Parker Anderson is a financial advisor at Charles Schwab with 5 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, TD Ameritrade, NTX Couriers, and Moviehouse & Eatery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Oboghene Ezaga Jr. is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Fisher Investments, he worked at Fidelity Investments and has additional work experience spanning academia, retail, and self-employment. Outside of finance, he is involved in live music performance and recording as a sole proprietor. 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 using both quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Joseph Najarian is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes multiple roles at Charles Schwab and its bank from 2016 to the present, with prior experience at Bank of America and Merrill. 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 discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.

John Tiner is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank. He is listed as a co-owner of an inactive organic vegetable growing business. 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 and discretionary investment management supported by extensive research and a large integrated operational structure.

Matthew Mccarthy is a financial advisor with Fisher Investments, holding a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked in various roles including positions at Ciccio Restaurant Group, Servpro, and The University of Tampa. 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 analysis to construct globally diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Michael Foltmer is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity, Northwestern Mutual, Avantax, Waddell & Reed, and Fairway Independent Mortgage Corporation. 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 investment approach using proprietary models to create personalized portfolios largely comprised of Vanguard funds and ETFs.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Hector Ortiz Ramirez is a CFP® professional with seven years of industry experience, currently serving at Charles Schwab. His career includes roles at Charles Schwab & Co., Inc. since 2018 and Charles Schwab Bank, SSB beginning in 2026, following five years at Santander Consumer USA. Charles Schwab & Co., Inc. serves a large client base 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Lars Strame is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Fisher Investments since 2005 and previously spent four years at Wells Fargo Investments. Outside of his advisory role, he serves as an officer on the board of the Grateful Guitars foundation, which provides instruments to musicians. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment approach combines quantitative and qualitative research to construct diversified portfolios and includes tax-aware strategies and risk management techniques.

Adam Klick is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018, following five years at Sii. Outside of his advisory role, Klick owns The Adventure Index, a business that posts videos on travel and outdoor recreation to encourage exploration. Fisher Investments serves institutional and private clients globally, 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 and retirement plan services.

Thomas Hoover Jr. is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Synchrony, The Event Group, and engaged in entrepreneurial activities with Act Now Landscaping. 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 various asset classes. The firm employs centralized investment decisions through an Investment Policy Committee, uses tax-aware processes, and offers sub-advisory and retirement plan services.

Mark Delas is a financial advisor at Fisher Investments with a Series 65 designation and over five years of diverse industry experience, including roles outside of finance such as at North High Brewing Company. He joined Fisher Investments in 2026 after working at Kestra Investment Services and several other organizations. 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 managed by a five-member Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Noah Eberhart is a financial advisor at Fisher Investments with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC and Hudson Valley Credit Union in various roles. Outside of advising, he has experience as a self-employed insurance agent and worked in franchise operations. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that integrates quantitative and qualitative research, with tax-aware and risk management strategies.

Jason Roh is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with MML Investors Services, LLC since 2024 and also has a background at MassMutual Life Insurance Company starting in 2023. Outside of his advisory role, he has been involved with Shogun In Greenville, Inc. since 2012. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Blake Cherrington is a financial advisor at Fisher Investments with a Series 65 designation. He joined the firm in 2024 and has prior experience in education roles at the University of Florida, Holy Innocents Episcopal School, and Flower Mound High School. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across a range of asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Peter Campbell is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and 18 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 employs a centralized investment process overseen by a committee, utilizing quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies and defensive tactics to manage risk.