Cameron Roa is a financial advisor at Charles Schwab in Southlake, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Black Knight Financial Services. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Luke Astle is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at The New Washington State Bank and experience outside financial services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services.

Craig Callon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2023. His prior experience includes roles at Hilltop Securities, Mass Mutual Investors Services, Park Avenue Securities, Guardian Life Insurance, Fidelity Brokerage Services, and Ameriprise Financial Services. In addition to his advisory work, he teaches dual credit U.S. history as adjunct faculty at Collin College. Fisher Investments provides discretionary portfolio management services to a diverse global client base, including institutional and high-net-worth investors. The firm uses a centralized investment approach combining quantitative and qualitative research to manage equity, fixed-income, and blended mandates, employing tax-aware strategies and risk management techniques.

Jose Mena Gallegos is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Hewlett Packard Enterprise from 2020 to 2023 and has held roles in real estate and business internships. 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 and offers sub-advisory, retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Jorge Dall Anesse Vargas is a financial advisor at Fisher Investments, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Acuity Knowledge Partners, Tegus, and academic work at the Tecnologico de Costa Rica and Universidad de Costa Rica. 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 offers sub-advisory and retirement plan services.

Kristopher Armijo is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab since 2019, following positions at The Dimension Group, Power Packaging, Barley And Board, and LSA Burger Co. 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 guidance supported by multi-asset model portfolios and alternative investment options, leveraging its large scale and integrated operational structure.

Javier Aguilar Arguedas is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes positions at Amherst Holdings and Amazon, as well as time as a full-time student. 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 screening and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Trent Werner is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work history includes roles at Uptown Properties, Premiere Property Group, and JP Morgan Chase Bank. Outside of advising, Werner owns personal real estate holding and brokerage LLCs. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm’s centralized investment process combines quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware and risk management strategies.

Richard Wurster is a financial advisor with Charles Schwab in Westlake, TX, holding nine years of industry experience. His career includes roles at Charles Schwab Investment Management, Charles Schwab Investment Advisory, Thomas Partners, and Windhaven Investment Management. Outside of his advisory work, he serves as Chairman of the Board of Directors for Schwab Charitable Fund and is a member of the investment committees for the San Francisco Museum of Modern Art and the Menlo Park Atherton Education Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory programs and discretionary separately managed accounts. The firm integrates investment guidance with custody, brokerage, and cash-sweep services across a large client base.

Jacob Baumann is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, he worked at Genesis Health Clubs for two years. 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 utilizes a centralized Investment Policy Committee for its investment decisions and employs tax-aware strategies along with defensive tactics to manage risk and positioning.

Trevor Dare is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following prior roles at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes with firm-approved tools to support its financial advisory services.

Jennifer Lully is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of her advisory role, she is the founder and CEO of Broken Mirror LLC, an eco-fashion, beauty, and art online business, and manages The Startup Club, a networking group focused on the food and beverage industry. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes with a centralized investment approach that combines quantitative and qualitative analysis.

Paulo Matias is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Raymond James Bank, PNC, Bank of Central Florida, U.S. Bank, and JP Morgan Securities LLC. Fisher Investments serves a global client base including institutional and private investors, providing discretionary portfolio management with a focus on diversified equity, fixed-income, and blended mandates. The firm employs a centralized investment policy committee to guide portfolio construction and utilizes tax-aware strategies and defensive tactics to manage risk.

Carlos Jovel Quiros is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes roles at EY, Secure Title Latin America, and the Universidad de Costa Rica. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized Investment Policy Committee and quantitative and qualitative methods to construct diversified portfolios, with services extending to sub-advisory, retirement plans, and private-fund advisory.

Jessica Brightman is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to her financial career, she held positions in the hospitality industry and was employed at the University of Arkansas. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures and employs distinct approaches such as use of AI in research and formal governance procedures.

Annelise Gordon is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to her current role, she worked at Marriott Grand National and attended Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse 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, with notable involvement in registered investment companies and model portfolio delivery.

Clayton Hunter is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation. He has one year of industry experience, having joined Schwab in 2025. His prior work history includes roles at Crate and Barrel and Goosehead Insurance, as well as periods focused on full-time education. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and conducting due diligence on alternative investments.

Cameron Bleibtrey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC Institutions, Inc., Ballston Spa National Bank, and Northwestern Mutual. Outside of finance, he has worked as a restaurant server at Olive Garden. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware and risk management strategies.

G Langford is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2010 and concurrently at Bank of America, N.A. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Alusick is a Series 66 registered advisor with 10 years of industry experience. He is currently with Charles Schwab, where he has worked for four years, following prior roles at TD Ameritrade and TD Ameritrade Investment Management. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.