Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and four years of industry experience. His prior experience includes roles at PennyMac and an academic background at Texas Tech University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, use of AI and algorithmic methods, and advisory roles with multiple registered investment companies.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Sydney Dreyer is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of experience at the firm. Prior to joining Fisher Investments, Dreyer spent ten years working in the education sector. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that utilizes both quantitative and qualitative methods. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware and risk management strategies.

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Cambridge since 2012. He is also president of Teichman Financial Planning LLC, which operates as Omega Squared Wealth Management and provides insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Ethan Pendarvis is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at West Penn Manufacturing Technologies and Saint Francis University. Fisher Investments serves a global client base of institutional and high-net-worth investors, offering discretionary portfolio management and sub-advisory services across diversified equity, fixed-income, and blended mandates. The firm employs a centralized investment process with both quantitative and qualitative analysis to construct tax-aware, risk-managed portfolios.

Jeffery Clements is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Dennett is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase, US Bank, BMO Bank, and OnPoint Community Credit Union. Outside of advisory work, Dennett owns Dennett Enterprises LLC, a short-term rental business. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a variety of mandates and employs strategies that include tax-aware processes and risk management techniques.

Robert Giroux is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His prior work includes roles at Dynamic SLR and Texas Gun Experience. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Makayla Bowman is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She previously worked at Resources Investment Advisors, LLC and Destiny Wealth Partners. 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 defensive tactics to manage risk.

Sean Mccloskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Mccloskey previously was involved with the Humane Society of North Texas from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and managing model portfolios across mutual funds, ETFs, and ETPs.

Austin Freeman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2024, he worked in various roles across multiple companies, including Andrews Distributing and AutoNation Ford. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment approach that combines quantitative screening and qualitative research. The firm manages diverse portfolios with tax-aware strategies and risk management tactics for a broad range of client types.

Austin Hagen is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has worked previously at Elevate Financial Planning and Wealth Management and CCFBank. Outside of finance, he works as a valet parking attendant. 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 manage diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Almy is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2011. He has held roles including Account Executive, Financial Consultant, and currently serves as Vice President, Wealth Planner. In his role, he partners with affluent families to create personalized financial plans. Andrew's professional experience is rooted in wealth planning and financial consulting, with a focus on building lasting relationships with clients. His tenure at Fidelity Investments spans over a decade, reflecting his ongoing commitment to the field. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Sonny Reynolds is a financial advisor at Fisher Investments in Plano, TX, with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he held roles at Vision Solar, Novolyze, and InfinityQS International. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening with qualitative research and implements tax-aware strategies and risk management techniques.

Trevor George is a financial advisor at Fisher Investments with a Series 65 credential. He has been with Fisher Investments since 2023 and has prior experience at firms including Fabiano Castro & Clem, LLP and Ameritech Construction. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk.

Jana Walker is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses. She has one year of industry experience, joining Fidelity in 2025. Her prior work includes roles in the United States Marine Corps and various positions across multiple industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight through affiliated or unaffiliated sub-advisers.

Stewart Matthews is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Outside of financial advising, he has been involved with Primetime Investigations since 2016. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.

Jonathan Winer is a financial advisor with Fisher Investments, holding a Series 65 designation and two years of industry experience. He has worked at Fisher Investments since 2021 and previously was employed at Stetson University and Marist High School. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, as well as sub-advisory and retirement plan services. The firm uses a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques.