Cary White II is a financial advisor with Fisher Investments, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Kay Jewelers, and Wells Fargo Bank, N.A. 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 multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research, tax‑aware strategies, and risk management techniques.

Spencer Langdon is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Cycode, Vault Data, and Tessian. 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 uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.

Kelsea Volland is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fisher Investments in 2025, she worked at firms including Merrill, Bank of America, and Northwestern Mutual Wealth Management Company. Outside the financial sector, she was involved with The Tutor Hour from 2020 to 2023. Fisher Investments serves a diverse global client base, including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages portfolios across equity, fixed-income, and blended mandates, and employs tax-aware strategies and various risk management techniques.

Daniel Greenan is a financial advisor at Fisher Investments in Plano, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 approach managed by an Investment Policy Committee and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Chance Beebe is a financial advisor at Fisher Investments with 17 years of industry experience. He previously worked for 10 years at Victory Capital Services, INC. Chance holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that includes quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Katherine Kuhn is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Mortgage Lenders Investment Trading Co and pursued extended travel. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes with a centralized investment approach that combines quantitative and qualitative research.

Cody Deems is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he operates machinery for snow plowing at an airport. 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 manages risk through various defensive strategies.

Britney Turk is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michelle Wong is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2018. She works collaboratively with clients to understand their retirement and investment planning needs. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2017-2018), Workplace Planning and Guidance II (2015-2017), and Workplace Planning and Guidance I (2014-2015). She holds insurance licenses for both Arkansas and California. Outside of her professional work, Michelle enjoys family activities, fitness, music, outdoor adventures, pets, and traveling.

Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Franklin Ventura is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2023. Prior to his advisory role, he was involved in automotive sales and education. Charles Schwab serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Miller is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and various BBVA entities. He also serves as a Texas notary, providing document notarization for bank clients. 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, offering a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Rowell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the University of North Texas, ClubCorp, and Home Depot. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Garrett Hoy is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Dutch Bros Coffee. Fisher Investments serves both institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process incorporating quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Kyle Cain is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. Before joining Charles Schwab, he held one-year roles at Gartner and Assured Partners, and completed nine years of full-time education. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by a centralized operational structure and a formal alternative-investment onboarding process.

Andy Brachey is the Director, Executive Services Officer at Fidelity Investments. In his current role, he ensures that participants are fully educated on their equity compensation and assists with complex transactional support in a manner compliant with regulations. He also serves as a liaison for broader Fidelity services outside of company equity programs. Andy has been with Fidelity Investments since 2014, progressing through various positions including Brokerage Consultant, Workplace Planning & Guidance Associate, and Financial Associate, which have provided him with extensive experience in equity compensation and financial services.

Jared Kahn is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Outside of his advisory role, he is an investor in a watch making and repair business. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process and employs tax-aware strategies and risk management techniques.

Adrian Chevannes is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at American International Group, VALIC Financial Advisors, and Fidelity Brokerage Services. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, integrated custody, and alternative investment services.

Austin Azurdia is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at Enterprise and the University of Alaska. 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 manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Brian Jennings is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Prime Meridian Bank from 2015 to 2022. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and offers sub-advisory and retirement plan services to a diverse client base.