Kennadie Lopez is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with four years of industry experience. Prior to joining Fisher Investments in 2019, Lopez worked across various roles including at Flip Side, LA Fitness, Baker Street, and Beauty and the Bull Bar and Grill. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative screening and qualitative research to build diversified portfolios.

Luke Finn is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher, he was a full-time student athlete and worked at Lawson Event Rental. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christian Elsner is a financial advisor at Fisher Investments with a Series 65 designation and industry experience beginning in 2022. Prior to joining Fisher Investments in 2026, he worked at Xpensions, Moodys, and Cencosud. Fisher Investments serves a global client base including institutional and private clients such as 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 that combines quantitative and qualitative research to construct diversified portfolios with tax-aware risk management strategies.

Bo Pang is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations. He has 14 years of industry experience, including ten years at TD Ameritrade prior to joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 due diligence on alternative investments, supported by a centralized operational structure.

Alan Soto is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab, he worked at TD Ameritrade and operated Soto Detailing for five years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

James Lee is a Series 66 credentialed financial advisor with Fidelity Investments and has worked in the industry since 2023. Prior to joining Fidelity, his background includes roles in education and tutoring services. He is engaged in tutoring and educational activities, assisting students with various academic subjects and learning skills. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Roger is a financial advisor at Fisher Investments with a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and a 12-year service period with the US Army. He serves as Chairman of the Board of Directors for the ADVON Foundation, a nonprofit focused on veteran workforce development. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Neville Ayuk Erambo is a financial advisor with Fisher Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Thrivent Financial, Whitney Wicke Agency, 2Plan Wealth Management Ltd, and Oasis Crescent Wealth (UK) Ltd. Outside of his advisory role, he has worked as a rideshare driver for Uber and Lyft. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, using a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Connor Krause is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior roles include positions at Spring Venture Group, HDQ Wealth, The Wagon Wheel, and Tall Oaks Advisors. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Austin Christian is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the same firm, including Financial Consultant I, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2025. Prior to joining Fidelity Investments, Austin worked as an Associate Transition Consultant at Cambridge Investment Solutions Inc. from 2018 to 2020. Austin holds insurance licenses for Arkansas and California. He emphasizes building lasting partnerships with clients and their families based on trust, commitment, and communication. He aims to assist clients in making important financial decisions throughout their lifetime and ensures they understand the overall plan for their wealth and any necessary adjustments along the way.

James Lippy is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he co-owns a short-term rental property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset approach and integrated custody and brokerage services.

Gary Peterson is a financial advisor with Fisher Investments based in Plano, TX. He holds the Series 65 and Series 63 designations and has 15 years of industry experience. Peterson has been with Fisher Investments since 1999. Outside of his advisory role, he serves as a board member of BlackDot Inc., a robotics tattoo art company, providing financial guidance for future funding efforts. He also works as a career coach and guest speaker at Washington State University - Vancouver. Fisher Investments serves a diverse range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative analysis, offering discretionary portfolio management across multiple asset classes globally.

Casey Spencer is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Spencer was involved in several roles including self-employment in nutrition and lawn care, as well as coaching and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Christopher Dose is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to joining Fisher, he had brief roles at Centric Parts, Extended Travel, Virco Manufacturing, and Medical Unemployment, as well as studying at the University of Oregon. 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 combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Jared Jallans is a CFP® with eight years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has been with Charles Schwab and Charles Schwab Bank since 2017 and 2019, respectively. Prior to this, he worked at Texas A&M University from 2013 to 2017. Charles Schwab & Co., Inc. serves a large client base, 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 management using multi-asset model portfolios and provides integrated custody and brokerage services.

Sanjeev Sunder is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fisher Investments in 2020, he worked at TIAA and TIAA-CREF from 2014 to 2020. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management across various asset classes. 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 in its approach.

Victoria Muraoka is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She has worked at several notable firms including JPMorgan Chase and Merrill. 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 approach combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Andres Garcia is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2017, including roles at Charles Schwab Bank and Charles Schwab Premier Bank beginning in 2026. Prior to joining Schwab, he was employed at La Academia De Las Estrellas. 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 both non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Alexander Stempkoski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior roles include positions at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and McAdam LLC. 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 and qualitative research to construct diversified portfolios and offers services including sub-advisory and retirement plan management.

Daniel Giovinazzo is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior experience includes roles at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and The Vanguard Group. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.