Alexis Fothergill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Alexis worked at Fidelity Investments and has a background that includes roles outside the financial industry, such as employment at Trader Joe’s. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custodial services.

Brad Van Alstyne is a financial advisor at Fisher Investments with 18 years of industry experience. His prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, Medtronic Diabetes, and Tandem Diabetes Care. He is licensed as a real estate broker in Texas and operates a personal real estate business for family and close relations. Fisher Investments serves institutional and private clients worldwide, 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 techniques to diversified portfolios.

Sacha Modica is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Modica held roles at Zimmer Biomet, Treace Medical Concepts, Inc., and One Beat Medical. Outside of finance, Modica was involved with JC Fit Tennis Academy from 2021 to 2023. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Richard Marino is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2013 and at Charles Schwab Bank since 2026. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Jennifer Parks is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Neuberger Berman and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Waddell & Reed and various insurance agencies. Outside of her advisory role, she is involved with the Greater Denton Arts Council and has a background in business ownership and community organizations. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Lucas Lawson is a financial advisor with Osaic Wealth, Inc. based in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 13 years before joining Osaic in 2018. Lawson is also a founding partner of NFOCUS Financial Partners, a registered investment-related business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Whitney Baker is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade. Prior to her financial services career, she was employed at Rockwall High School for two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options supported by Schwab’s in-house research and centralized operational structure.

Terra Moriarty is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where she has worked since 2010. She has 13 years of industry experience. 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 to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Mackenzie Patla is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. Before joining Fisher Investments in 2025, Patla worked at the University of Florida and Perkiomen Valley School District. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management through a centralized investment committee that uses both quantitative and qualitative methods to create diversified portfolios. The firm also offers sub-advisory and retirement plan services and manages a variety of investment vehicles, including separate accounts and collective funds.

Luke Bradley is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. He has been with Fisher Investments since 2015 across various roles within the firm. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Sarah Beauchamp is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has four years of industry experience. Prior to joining Fisher Investments in 2019, she worked at Triad Technology Group and NW Natural. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Jake Hughes is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 10 years of industry experience and has been with Fisher Investments since 2014. 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 and qualitative research to construct diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Jeffrey Trapp is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2000 and Quasar Distributors, LLC since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using centralized investment decisions that combine quantitative and qualitative research, employing tax-aware processes and risk management tactics.

James Chandler is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory role, he is co-owner of Tejas2036, LLC, a real estate venture he founded with his wife. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ry Cardeilhac is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AllianceBernstein Investment, Inc., Raymond James Financial, and served in the United States Marine Corps. 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 combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Casey Nace is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade and Chase Bank. 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 models with access to discretionary separately managed accounts and incorporates a formal alternative-investment onboarding process.

Omair Beg Chaghtai is a Series 65 licensed advisor at Fisher Investments with experience beginning in 2025. His previous roles include positions at UIF Corporation and Globe Life Liberty National Division: The Poe Agencies, as well as 13 years at BMA Capital Management Limited. He is a partner in a Texas-registered LLC that was formed to acquire and operate a coffee shop franchise but has no current operations. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios.

Colby Neal-Tan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He joined Fidelity in 2017, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, he worked as a Servicing Advisor at Orange Capital Management, Inc. from 2015 to 2017. Colby's professional focus is on helping clients create and execute financial plans tailored to their individual needs and family goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice and services.