Shannon Smith is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2021, Smith worked at Amfit, Inc. for five years. 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 using both quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Alex Van Fleteren is a Series 65-licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. Prior to joining Fisher Investments in 2020, he worked at the Michigan State University Investment Office and Northwestern Mutual. Fisher Investments provides discretionary portfolio management to a global client base of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

John Williams is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. Before joining Fidelity, he worked in the hospitality and HVAC industries. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Aaron Blasinsky is a financial advisor at Fisher Investments with 5 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, Citizens Securities, Citizens Bank, AXA Advisors, and Union Home Mortgage. Outside of his advisory role, he owns Victoriam Digital, LLC, an internet marketing business that generates leads for small business owners. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with a focus on global diversification, tax-aware strategies, and risk management.

Dang Le is a financial consultant at Fidelity Investments with over three decades of experience at the company. He works closely with clients to develop comprehensive financial plans aimed at enhancing their confidence during market fluctuations. His career at Fidelity Investments spans multiple roles, including positions as a Relationship Officer, a member of the Fidelity Workplace Solutions team, and involvement with Fidelity Private Access and Brokerage Trading. Through these roles, he has gained extensive experience navigating various market conditions alongside his clients. Dang holds insurance licenses in Arkansas and California.

Richard Dow is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 63 and Series 66 designations and has six years of experience at Charles Schwab, preceded by roles at The Ritz-Carlton, Liberty Mutual Insurance, and Marriott International. Charles Schwab 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 relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Barnabas Omejia is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Ameriprise Financial Services. Outside of his advisory work, he operates a luxury car rental business. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts.

Benny Macias is a Planning Consultant at Fidelity Investments. He currently serves clients by helping them build strong financial foundations for their future. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional life, Benny enjoys spending time with his family and engaging in activities such as golf, fishing, baseball, and boating. He is married and enjoys going on adventures with his wife and son.

Richmond Amponsah is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher Investments, he worked at NBT Bank for six years. 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 screening and qualitative research to manage diversified portfolios across various asset classes.

Javier Garcia is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked for Mr. Cooper Mortgage LLC for ten years before joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI in its investment process.

Christopher Sanchez is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at USAA Investment Management Company and USAA Financial Advisors, in addition to experience outside finance with Texas de Brazil and service in the US Army Reserves. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment offering.

Todd Lorber is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2011. 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jorge Monge Fallas is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2023. Prior to his current role, he spent 16 years at DXC TECHNOLOGY and is also affiliated with Universidad de la Cooperacion Internacional since 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers services including sub-advisory and retirement plan management.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. 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 combines non-discretionary client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Lori Shelby is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 16 years of experience at the firm. She has been with Edward Jones since 2010. 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 through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds.

Anna Ray is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Fisher Investments since 2017 and previously at Merrill Lynch from 2015 to 2017. 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 process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Carter Green is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. He previously worked at Abba Fund and has been involved with Livada Orphan Care / Fundatia LOC. 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, and employs various risk management and tax-aware strategies.

Shanth David is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Avantax Investment Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary programs.

Aaron Carlson is a financial advisor at Fisher Investments with 15 years of experience. He holds a Series 65 designation and is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware processes and risk management strategies to construct globally diversified portfolios.