Evan Waguespack is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020, with prior experience at Magnolia Wealth Strategies and Louisiana State University. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering 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 provides various sub-advisory and retirement plan services.

Chris Kotheimer is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, Bank of America, and Merrill. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Neil Stapish is a financial advisor at Fisher Investments with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fisher Investments, he worked at Principal Financial Services, New York Life, Travelers Insurance, and other firms. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to create diversified portfolios, implementing tax-aware and risk management strategies.

Joshua Masse is a Series 65 credentialed financial advisor with 20 years of experience at Fisher Investments. He has worked with the firm since 2006 and is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process incorporating quantitative and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Lindsay Shoush is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2013. Outside of her advisory role, she owns mineral rights in a private oil exploration company. 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 create model portfolios across a range of investment vehicles.

Omeed Shayegh is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Bank of America and Merrill from 2014 to 2019. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios across equity, fixed-income, and blended mandates.

Travis Toth is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with five years of industry experience. He has worked at Fisher Investments since 2017 and previously was employed at Washington State University and Leapforce. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment decision process and incorporates tax-aware strategies and risk management techniques, including derivatives and tax-loss harvesting.

Ryan Cothran is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions including roles at Texas Hill Country, Hawk Movers, and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Alyssa Love is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior work includes roles at North Star Resources and Main Event Entertainment, as well as multiple positions at Texas Tech University. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Mason Hays is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and Trust and has experience as an independent contractor with DoorDash. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Maria Pico Bennett is a CFP® professional with nine years of experience in financial advising. She currently works at Fisher Investments and previously held roles at Sequoia Financial Group and Mercer Global Advisors Inc. Fisher Investments serves a diverse global client base including institutions and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

David Test is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Avantax and Northwestern Mutual Investment Management. Outside of his advisory work, he serves on the board of Emily’s Place, a nonprofit focused on ending domestic violence, and is a group fitness instructor at local community centers. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for more than 10,000 advisors nationwide.

Golnar Abolghasemi is a financial advisor with Fisher Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fisher Investments, she worked at Bank of America and Merrill. Fisher Investments serves a global client base that includes institutions and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and defensive tactics to manage risk.

Jeremy Faulkner is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work experience includes positions at New American Funding and Evergreen Home Loans. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Olcott is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and having two years of industry experience. His prior work includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, Goosehead, and Lending Club Bank. Outside of his advisory duties, he manages a rental property listing on Airbnb for a condo at Keystone Ski Resort that is owned by his parents. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through a range of wealth advisory and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with access to alternative investments and integrated brokerage, custody, and advisory services.

Jeffery Silk is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 65 designation and is based in Plano, TX. Silk has been associated with Fisher Investments since 1983. 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 screening, qualitative research, and tax-aware strategies to manage risk and portfolio positioning.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. for five years and BKM P.C. for four years. Outside of his advisory roles, he is a business owner of RL Moore Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Nikki Louise Coro is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2016. Outside of her advisory work, she is involved with ICOE chip, a pet company based in Florida, where she performs recordkeeping and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Clark is a financial advisor with LPL Financial who holds a Series 66 designation and has 17 years of industry experience. His work history includes roles at Transamerica Capital Inc and Fisher Investments before joining LPL Financial. Clark is also a partner in a family partnership, Stryder Asset Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives, utilizing a variety of investment strategies and technology tools.

Nathan Archila is a CFP® professional currently with OSAIC in Roanoke, TX, with four years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and J.P. Morgan Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering a wide range of brokerage, advisory, and managed account services through a large network of affiliated financial advisers.