Jose Pablo Lippi Ceciliano is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he held roles at Accenture, Microsoft, Dell Technologies, and Boomerang Wireless. 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 diversified portfolios and manages risk using various strategies including tax-aware processes and defensive tactics.

John Etheridge is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services, Inc. since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that incorporate mutual funds, ETFs, and ETPs, often delegating management to sub-advisers and maintaining oversight controls.

Payton Mccubbin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Farmers Cooperative and FuturesOne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Landon Cruse is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, with a brief tenure at Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a rental property. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Avantax and its affiliated entities for over a decade and owns Buchanan & Company PLLC, a CPA firm offering accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for family trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

David White is a financial advisor with Edward Jones in Ft Worth, TX, holding a Series 66 credential and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental property in Panama City Beach, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Justin Wade is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Fisher Investments in 2021, he worked at J.P. Morgan Securities LLC from 2019 to 2021 and Merrill from 2018 to 2019. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative analysis, along with tax-aware processes and risk management strategies.

Kyle Sprinkle is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. He joined Fisher Investments in 2022 after spending four years in full-time education and has additional work experience in the service industry. Fisher Investments serves a diverse global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Jason West is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Investment Services, J.P. Morgan Securities, BB&T Securities, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Di Gregorio is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade, Royal Alliance Associates, and Td Waterhouse. Outside of advising, he works as a guest services ambassador at sports and entertainment events. 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 incorporates multi-asset model portfolios with centralized custody and order-routing arrangements.

Todd Ellsworth is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2007. Outside of his advisory role, he participates in charitable and fraternal organizations including Shriners, Masons, and the American Legion, serving in leadership and committee roles. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes and employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios.

Cole Peterlin is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Elevate Insurance Agency Services LLC and Elevate Financial Planning and Wealth Management LLC. Peterlin also spent several years in educational roles at Liberty University and Perkiomen Valley High School. Fisher Investments serves a global client base including institutional and high-net-worth investors, 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 diversified portfolios and utilizes tax-aware strategies and risk management tools.

Dennis Nweke is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Robinhood Markets, Inc., TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. 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 and offers a multi-asset investment approach supported by Schwab’s research and alternative investment programs.

Danay Hilliard is a Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services, LLC, she held roles at several firms including AAA Texas and Texans Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nicholas Wilson is a financial advisor at Edward Jones in Denton, TX, with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones since 2018, following roles at Lyft, Lantana Communications, and Fidelity Brokerage Services. Outside of his advisory work, he rents a spare room in his home on Airbnb for supplemental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of advisors and branches.

Chelsea Casto is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2026, she held positions at Rokrbox, Texas A&M University, and Front Burner Society. 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 screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Sean Kramer is a financial advisor with Cetera based in Dallas, TX, holding a Series 66 designation and having 10 years of industry experience. He has worked with several Cetera entities since 2024 and previously with Avantax Investment Services and Advisory Services from 2016 to 2025. Outside of finance, he is an instructor leading Pilates classes through TDM Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with both affiliated and third-party managers.

Ghinwa Ayass is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior work includes positions at Fidelity Investments, TD Ameritrade Institutional, and LPL Financial. Outside of advising, she is a part owner of rental property managed by a third party. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process for alternative investments.

Josh Feifarek is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to co-create personalized planning experiences that align with their goals and priorities. He began his career in financial services with New York Life in 2022, serving as a Financial Services Professional. In 2023, he joined Fidelity Investments as a Financial Representative. He then advanced to the role of Relationship Manager in 2024 before becoming a Planning Consultant in 2025. Josh's professional experience encompasses client relationship management and personalized financial planning. Outside of his professional work, Josh's personal interests include fishing, fitness, football, golf, lake activities, and skiing.

Tyrone Tubbs is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His previous work includes positions at Sandia National Laboratories, Gexpro Services, and Prairie View A&M University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and provides tax-aware risk management strategies.