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.

Dylan Shalvey is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a focus on globally diversified portfolios. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

Jacob Poindexter is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2020, following prior roles at Bank of America and Merrill. His background also includes positions in education and healthcare-related organizations. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts, offering multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and is part of the Campanello Wealth Management Group. Jackson focuses on client areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and maintains several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is bilingual in Spanish and English. Jackson serves as a board member for the Culverhouse College of Business Board of Visitors. Outside of his professional work, he enjoys cooking, football, golfing, music, running, skiing, spending time with family, traveling, watching movies, and practicing yoga.

Liam Mc Govern is a financial advisor at Fisher Investments with a Series 65 designation. He has been with the firm since 2022 and has prior work experience in various roles, including positions at Vorsana Incorporated and Amazon Fulfillment. Fisher Investments serves a global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee, combining quantitative and qualitative methods to manage globally diversified portfolios and employs tax-aware strategies along with risk management techniques.

Kennadie Lopez is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with four years of industry experience. Prior to joining Fisher Investments in 2019, Lopez worked across various roles including at Flip Side, LA Fitness, Baker Street, and Beauty and the Bull Bar and Grill. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative screening and qualitative research to build diversified portfolios.

Luke Finn is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher, he was a full-time student athlete and worked at Lawson Event Rental. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christian Elsner is a financial advisor at Fisher Investments with a Series 65 designation and industry experience beginning in 2022. Prior to joining Fisher Investments in 2026, he worked at Xpensions, Moodys, and Cencosud. Fisher Investments serves a global client base including institutional and private clients such as 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 that combines quantitative and qualitative research to construct diversified portfolios with tax-aware risk management strategies.

Bo Pang is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations. He has 14 years of industry experience, including ten years at TD Ameritrade prior to joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab 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 integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Roger is a financial advisor at Fisher Investments with a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and a 12-year service period with the US Army. He serves as Chairman of the Board of Directors for the ADVON Foundation, a nonprofit focused on veteran workforce development. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. 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.

Neville Ayuk Erambo is a financial advisor with Fisher Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Thrivent Financial, Whitney Wicke Agency, 2Plan Wealth Management Ltd, and Oasis Crescent Wealth (UK) Ltd. Outside of his advisory role, he has worked as a rideshare driver for Uber and Lyft. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, using a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Austin Christian is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the same firm, including Financial Consultant I, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2025. Prior to joining Fidelity Investments, Austin worked as an Associate Transition Consultant at Cambridge Investment Solutions Inc. from 2018 to 2020. Austin holds insurance licenses for Arkansas and California. He emphasizes building lasting partnerships with clients and their families based on trust, commitment, and communication. He aims to assist clients in making important financial decisions throughout their lifetime and ensures they understand the overall plan for their wealth and any necessary adjustments along the way.