Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Wyatt Mansfield is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services, and Key Bank. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment committee that employs quantitative and qualitative research to construct diversified portfolios.

Mario Martinez is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Clean Solutions Services LLC, and Crescent Resources LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-depth research and a centralized operational structure.

Kyle Horvath is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2022, with prior experience at Asure Software, Vensure Employer Solutions, and Optimum Water Solutions. He attended the University of Central Florida from 2017 to 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative screening, qualitative research, and tax-aware strategies to manage globally diversified portfolios and risk.

Vinay Pabbathi is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Fisher Investments, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment committee using quantitative and qualitative research, and it offers sub-advisory and retirement plan services across equity, fixed-income, and blended mandates.

Matthew Lefkovits is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., State Street Corporation, and Spring Venture Group. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Liam Durkin 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 2021. His prior work includes roles in insurance, hospitality, and fitness industries. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Mauricio De La Garza is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has previous experience at JPMorgan Chase Bank, N.A., and First Waste Services. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors, employing a centralized investment process and a variety of risk management strategies across equity, fixed-income, and blended mandates.

Sahithi Pyde is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at Pay Asia PTE Ltd. and Genpact. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a variety of clients including registered investment companies and charitable funds.

Andrew Winters is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, following a one-year tenure at Make Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI in research and portfolio development.

Matthew Lawler is a financial advisor with Fidelity Investments in Westlake, TX. He holds the Series 66 and Series 63 designations and has four years of industry experience. His prior work includes three years at PennyMac and four years at Texas Tech University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and employs systematic methodologies and algorithmic portfolio construction in its investment process.

Scott Howell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Portfolio Specialist, Retirement Relationship Manager, and others. Scott has over 15 years of experience working with clients to evaluate financial decisions, assess risks and tradeoffs, and maintain focus on client goals. His areas of expertise include financial consulting and portfolio management, supported by his professional progression within Fidelity. He holds insurance licenses in Arkansas and California. Outside of his professional role, Scott's personal interests include camping, comedy, fitness, pets, and photography.

Sydney Dreyer is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of experience at the firm. Prior to joining Fisher Investments, Dreyer spent ten years working in the education sector. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that utilizes both quantitative and qualitative methods. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware and risk management strategies.

Chet Teichman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Cambridge since 2012 and previously worked at SPC from 2010 to 2012. Teichman is also president of Teichman Financial Planning LLC, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management and supports access to third-party advisers and proprietary model strategies.

Ethan Pendarvis is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at West Penn Manufacturing Technologies and Saint Francis University. Fisher Investments serves a global client base of institutional and high-net-worth investors, offering discretionary portfolio management and sub-advisory services across diversified equity, fixed-income, and blended mandates. The firm employs a centralized investment process with both quantitative and qualitative analysis to construct tax-aware, risk-managed portfolios.

Jeffery Clements is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. 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 under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Dennett is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase, US Bank, BMO Bank, and OnPoint Community Credit Union. Outside of advisory work, Dennett owns Dennett Enterprises LLC, a short-term rental business. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a variety of mandates and employs strategies that include tax-aware processes and risk management techniques.

Robert Giroux is a Series 66-licensed financial advisor with Fidelity Investments, based in Westlake, TX, and has three years of industry experience. His prior work includes roles at Dynamic SLR and Texas Gun Experience. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Makayla Bowman is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She previously worked at Resources Investment Advisors, LLC and Destiny Wealth Partners. 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 and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Sean Mccloskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Mccloskey previously was involved with the Humane Society of North Texas from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and managing model portfolios across mutual funds, ETFs, and ETPs.