Brady Abbott is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Jersey Mike's Subs and Holly Donaldson Financial Planning and attended the University of South Florida. Outside of finance, he has spent time as a recreational umpire. 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 multiple asset classes. The firm utilizes a centralized investment committee and a combination of quantitative and qualitative research to construct globally diversified portfolios with tax-aware processes and risk management strategies.

Kayla Herron is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Fidelity, she worked in education and nonprofit roles, including positions at Plano ISD and Big Thought. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Tiffany Clark is a CFP® with nine years of experience in the financial services industry. She is currently with Charles Schwab and previously worked at Schwab Private Client Investment Advisory, Inc. from 2016 to 2020. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Patrick Lister is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2017, following three years at PNC Investments. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management with a centralized investment process that includes quantitative and qualitative research. The firm offers a range of services including sub-advisory mandates and retirement plan management, utilizing tax-aware strategies and various risk management techniques.

Mandeep Dhother is a Series 65–licensed financial advisor at Fisher Investments with seven years of experience at the firm and five years in the industry overall. His work history includes two separate tenures at Fisher Investments spanning from 2014 to the present, with a brief period of unemployment in between. 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 centralized investment decisions through a committee that uses quantitative screening, qualitative research, and tax-aware processes to manage risk and construct diversified portfolios.

Darian Jones is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and held roles at Bank of America and Merrill between 2014 and 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Isaiah Wahlstrom is a Series 65-licensed financial advisor at Fisher Investments with eight years at the firm and two years of industry experience. He holds a bachelor's degree from the University of Wisconsin-Madison. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process and a combination of quantitative and qualitative research.

Nisha Bhandary is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. In 2020, she was involved with Saivi Shree, LLC, operating under the name Embroid It. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Republic Finance, MK Empire Realty, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. 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 services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Michael Snyder is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments, he worked at JH Kelly and served in the Seattle Police Department, as well as the United States Air Force Reserve. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Hayden Miller is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has prior work experience at Ascent Bank and Carroll College. Outside of his advisory role, he helps manage the tasting room at Brian Carter Cellars, a winery and tasting room. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies to manage risk and positioning.

Jakob Kehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Baylor University and Peak Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolio delivery, and its advisory role to multiple registered investment companies.

Jennifer Pritchett is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, First Hawaiian Bank, and BancWest Investment Services. Pritchett is based in Westlake, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and research-backed alternative investment options.

Eric Schmauch Jr. is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. He has been with Fisher Investments since 2018. Prior to this, his work experience includes roles at United Airlines and My Michelle’s, as well as attending the University of Mississippi. Fisher Investments serves a global client base including institutional and high-net-worth individuals by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach with a combination of quantitative and qualitative research to construct globally diversified portfolios and employs various risk management techniques including tax-aware strategies.

Tracie Guyer is a financial advisor with LPL Financial in Roanoke, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Outside of advising, she is a notary and operates a business entity, Tracie Guyer & Associates LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.