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.

James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Gary Peterson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 1999. Outside of his advisory role, he serves as a board member of BlackDot Inc., a robotic tattoo art company, providing financial guidance related to fundraising, and he works as a career coach and guest speaker for students at Washington State University - Vancouver. Fisher Investments manages discretionary portfolios for a global client base that includes institutional clients and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, with services that include sub-advisory mandates and retirement plan management.

Casey Spencer is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Spencer was involved in several roles including self-employment in nutrition and lawn care, as well as coaching and fitness. 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 deliver systematic, model-based investment solutions.

Christopher Dose is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to joining Fisher, he had brief roles at Centric Parts, Extended Travel, Virco Manufacturing, and Medical Unemployment, as well as studying at the University of Oregon. 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 decision process combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Jared Jallans is a CFP® with eight years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2017 and 2019, respectively. Prior to this, he worked at Texas A&M University from 2013 to 2017. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated custody and brokerage services.

Sanjeev Sunder is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa from 2014 to 2020. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research, providing services to pension plans, foundations, and high-net-worth individuals.

Victoria Muraoka is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She has worked at several notable firms including JPMorgan Chase and Merrill. 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 combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Charles Schwab since 2017 and was previously employed at La Academia De Las Estrellas. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and a centralized operational structure.

Alexander Stempkoski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior roles include positions at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and McAdam LLC. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers services including sub-advisory and retirement plan management.

Daniel Giovinazzo is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior experience includes roles at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and The Vanguard Group. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Wyatt Mansfield is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services, and Key Bank. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment committee that employs quantitative and qualitative research to construct diversified portfolios.

Mario Martinez is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Clean Solutions Services LLC, and Crescent Resources 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 accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth research and a centralized operational structure.

Robert Aday is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Northwestern Mutual, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Vinay Pabbathi is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. His background also includes roles in educational institutions and healthcare. Fisher Investments serves a diverse client base including institutional and high-net-worth clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques across global equity and fixed-income mandates.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Liam Durkin is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. His prior work includes roles in insurance, hospitality, and fitness industries. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Mauricio De La Garza is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has previous experience at JPMorgan Chase Bank, N.A., and First Waste Services. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors, employing a centralized investment process and a variety of risk management strategies across equity, fixed-income, and blended mandates.

Sahithi Pyde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held positions at Genpact and Pay Asia PTE Ltd. She also had a role at Bottomless Promotion in 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.