Adam Elghandour is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2017, he worked at TD Ameritrade and its related entities from 2013 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Caleb Soukhamneut is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Valley Bank, First Command Advisory Services, and Northwestern Mutual. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

John Onufreiczuk is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Schwab Wealth Advisory, TIAA, Empower Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. 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 approach using proprietary models to construct largely Vanguard fund-based portfolios with tax-aware features and customization options.

Nadim Aly is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2017. Prior to joining Schwab, he held roles at RecSports and the University of Texas at Austin. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Andrew Jacob is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services and Caritas Group, as well as experience at PeakBrain and the University of Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Franklin Ngai is a financial advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Charles Schwab and has a background that includes roles in education and recreation. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates, with investment decisions made by a centralized committee using quantitative and qualitative research methods.

William Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles with Boys & Girls Clubs organizations in Tennessee and Texas, as well as work with Communities in Schools Central Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ezra Resendiz is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 both non-discretionary and discretionary investment options, combining a large-scale operational footprint with integrated custody and brokerage services.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

John Mc Daniel is a financial advisor at Charles Schwab with 11 years of industry experience. He has worked at Charles Schwab since 2023 (with a brief period at Fisher Investments) and previously spent eight years at TD Ameritrade. Outside of his advisory work, he participates annually as a test driver for new truck features with Test Drive Trucks. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Damien Dhossche is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2024, his background includes roles at Natures Choice and Hollywood Feed. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative and qualitative research.

Paul Allen is a financial advisor at Fidelity with 21 years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. His career also includes a year at Ameriprise. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and advisory roles to multiple funds.

Dylan Barbieri is a CFP®-credentialed financial advisor with three years of industry experience, currently with Fisher Investments since 2026. Prior to joining Fisher, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, he has experience with the Tallahassee Volleyball Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management tactics.

Adam Anagnostis is a financial advisor with Fisher Investments, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wyndham Destinations, MetLife Investors Distribution Company, Bank of America, Providence Public School Department, and Nordstrom. 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 process that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ksenia Stetsen is a financial advisor at Fisher Investments with 6 years of industry experience and holds a Series 65 designation. She has worked at Fisher Investments since 2015. Outside of her advisory role, she owns Flipping Out LLC, a business focused on fix and flip real estate transactions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various investment vehicles.

Jordan Berry 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 various roles in retail and food service companies, including Crescenzo Deliveries, Chipotle, Walmart, Lowes, and Smoothie King. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm combines proprietary fundamental research with quantitative and algorithmic methods, including AI, to construct portfolios from mutual funds, ETFs, and ETPs.

Mai Houa Lo is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, she worked at TD Ameritrade and Colonial Savings FA. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Madison Mcdonnell is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with organizations including Kanakuk Kamps and the University of Arkansas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and oversees multiple registered investment companies and fund-of-funds.