Austin Freeman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2024, he worked in various roles across multiple companies, including Andrews Distributing and AutoNation Ford. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment approach that combines quantitative screening and qualitative research. The firm manages diverse portfolios with tax-aware strategies and risk management tactics for a broad range of client types.

Austin Hagen is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has worked previously at Elevate Financial Planning and Wealth Management and CCFBank. Outside of finance, he works as a valet parking attendant. 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 manage diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Almy is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2011. He has held roles including Account Executive, Financial Consultant, and currently serves as Vice President, Wealth Planner. In his role, he partners with affluent families to create personalized financial plans. Andrew's professional experience is rooted in wealth planning and financial consulting, with a focus on building lasting relationships with clients. His tenure at Fidelity Investments spans over a decade, reflecting his ongoing commitment to the field. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Sonny Reynolds is a financial advisor at Fisher Investments in Plano, TX, with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he held roles at Vision Solar, Novolyze, and InfinityQS International. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening with qualitative research and implements tax-aware strategies and risk management techniques.

Trevor George is a financial advisor at Fisher Investments with a Series 65 credential. He has been with Fisher Investments since 2023 and has prior experience at firms including Fabiano Castro & Clem, LLP and Ameritech Construction. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk.

Jana Walker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she served five years in the United States Marine Corps and has worked at several firms including Bell Helicopter and UT Arlington. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and model portfolios.

Stewart Matthews is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Outside of financial advising, he has been involved with Primetime Investigations since 2016. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Dillon Duren is a Planning Consultant at Fidelity Investments. In this role, he partners with clients and the wealth management team to co-create comprehensive plans aimed at helping clients achieve their financial goals. Dillon has held multiple positions within Fidelity Investments, including Workplace Planning Consultant from 2022 to 2025, Investment Solutions Representative from 2020 to 2022, Central Relationship Manager in 2020, and Customer Relationship Advocate from 2019 to 2020. He holds insurance licenses in Arkansas and California. Outside of his professional work, Dillon is engaged in family activities, social events with friends, golf, parenthood, and caring for pets.

Jonathan Winer is a financial advisor with Fisher Investments, holding a Series 65 designation and two years of industry experience. He has worked at Fisher Investments since 2021 and previously was employed at Stetson University and Marist High School. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, as well as sub-advisory and retirement plan services. The firm uses a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques.

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 in Westlake, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, along with service in the US Army Reserves. Outside of finance, he has worked in higher education at The University of Tampa and in the hospitality industry at Texas de Brazil. 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 and discretionary portfolio management, supported by multi-asset model portfolios and alternative investment options.