Ryan Penshorn is a financial advisor at Charles Schwab with 27 years of industry experience. He has held positions at Charles Schwab since 2013 and previously worked at Kestra Investment Services, LLC from 2006 to 2013. He holds the Series 63 and Series 66 designations. 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’s investment approach includes non-discretionary guidance combined with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he partners with clients to align their financial goals with their values through thoughtful planning. His current role involves helping clients navigate their financial journeys by combining personalized strategies with Fidelity's approach to financial well-being. Jordan has held multiple positions at Fidelity Investments, progressing from Customer Relationship Advocate in Service (2022-2023) to Client Service Representative in Advisor Services (2023-2024), then to Relationship Manager in Wealth Management (2024-2025), before assuming his current role as Planning Consultant in Wealth Management in 2025. This progression reflects a breadth of experience across client-facing roles within financial services. He holds an Arkansas Insurance License. Outside of his professional work, Jordan enjoys boating, fitness, golf, and traveling.

Salmaan Ayoob is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for three years before joining Fisher Investments in 2021. 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 policy committee that integrates quantitative and qualitative research to construct globally diversified portfolios and uses tax-aware processes and defensive tactics to manage risk.

Nnedi Okammor is a financial advisor with Fisher Investments, holding a Series 65 designation and beginning her industry career in 2025. Prior to joining Fisher Investments, she was involved with several volleyball-related organizations, including SMU Volleyball Camps and the Professional Volleyball Federation (Indy Ignite). Fisher Investments serves a global mix of institutional and private clients, 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 manages risk through various strategies including derivatives and tax-aware processes.

Meghana Mistry is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. 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 and discretionary investment options, utilizing multi-asset model portfolios and an integrated service platform.

David Robinson is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 16 years of industry experience. His prior experience includes roles with RFG Wealth Advisory and INVEST Financial Corporation. Outside of advisory work, he is also active as an independent insurance agent specializing in life, accident, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meghan Cave is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles. The firm is noted for its role as a commodity pool operator, its advisory services to registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Dhruv Jhigan is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2016. 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 using a centralized Investment Policy Committee and employs a combination of quantitative and qualitative research to construct diversified portfolios with tax-aware and risk-management strategies.

Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Cole Silvester is a financial advisor at Fisher Investments in Plano, TX, with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bank of America, Merrill, and several other firms. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management through a centralized Investment Policy Committee. The firm employs diversified investment strategies that include tax-aware processes and defensive tactics to manage risk and portfolio positioning.

Lane Mcgowen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes four years at the University of Dallas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad 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, fund advisory, and model portfolios.

Shaun Fitzgerald is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining the firm, he worked at Pack'N Inc and attended Florida State University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Shuoyuan Liu is a CFA® charterholder and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at JPMorgan Securities LLC and Prime Systems. Outside of his advisory work, he manages an Amazon online store specializing in home decorations, personal care products, apparel, and accessories. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that integrates quantitative screening and qualitative research to construct diversified portfolios.

Dylan Shalvey is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a focus on globally diversified portfolios. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

Keith Burrus is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Thrivent Financial, Edward Jones, and Ministry Brands. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk with various defensive strategies and tax-aware techniques.

Jacob Poindexter is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2020. His prior experience includes roles at Bank of America, Merrill Lynch, and community and medical centers. 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 both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset portfolios and a centralized operational structure.

Jennifer Kilby is a CFP® professional based in Westlake, TX, affiliated with Charles Schwab. She has 26 years of industry experience, including prior roles at The Vanguard Group, Fisher Asset Management, and various wealth management firms. She is also the author of a book on communication. 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 advisory relationships and access to affiliated discretionary separate managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Brunis is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various positions including Planning Consultant, Fixed Income Specialist, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and investment planning, with a focus on creating financial plans aligned with client priorities. Armando holds insurance licenses in Arkansas and California. Outside of his professional work, Armando has interests in motorcycles, parenthood, snowboarding, soccer, and traveling.

Jackson Williams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-manages the Campanello Wealth Management Group, overseeing how the team serves clients. Jackson specializes in areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is fluent in English and Spanish. Jackson is involved in the community as a Board Member of the Culverhouse College of Business Board of Visitors. Outside of work, he enjoys cooking, football, golfing, music, running, skiing, spending time with his family, traveling, watching movies, and yoga.

Liam Mc Govern is a financial advisor at Fisher Investments with a Series 65 designation. He has been with the firm since 2022 and has prior work experience in various roles, including positions at Vorsana Incorporated and Amazon Fulfillment. Fisher Investments serves a global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee, combining quantitative and qualitative methods to manage globally diversified portfolios and employs tax-aware strategies along with risk management techniques.