Matthew Davis is a financial advisor at Fisher Investments with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group and Maple Life Financial. 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 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 risk management techniques.

Amy Legate is a CFP® with 22 years of experience in financial advisory services. She is currently with LPL Financial, where she has worked since 2023, and previously held roles at Ameriprise Financial Services and 360 Wealth Management. She is also a commissioned notary in the state of Texas. 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 diverse advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Kevin Mc Gowan is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked previously at TD Ameritrade, Bank of America, Merrill, and Baylor University. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Tony Parambil is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He has been with Fisher Investments for 10 years. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates with a centralized investment process that incorporates quantitative and qualitative research.

Bradley Stovall is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches including derivatives and tax-loss harvesting.

Jared Hall is a financial advisor with Fisher Investments in Plano, TX, holding Series 63, 65, and 66 registrations and 12 years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at Western Union and had a brief period of unemployment. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and defensive tactics to manage risk across diversified portfolios.

Jacob Heckman is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Woodbury Financial Services, Park Avenue Securities, Guardian Life Insurance, and Digital Ally. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and provides tax-aware risk management strategies.

Mark Hohman is a Series 65 licensed financial advisor with Fisher Investments, where he has worked since 2015. He has 11 years of industry experience and is based in Plano, TX. 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 across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and defensive tactics to manage risk and positioning.

Tyler St. Amand is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. 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 across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee and uses a combination of quantitative and qualitative research to manage diversified portfolios with tax-aware and risk-management strategies.

Christopher Gonzalez is a financial advisor at Fisher Investments with seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Frost Bank. Gonzalez holds Series 63 and Series 65 designations. 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 screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Meghana Shenoy is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering the industry in 2026. Her prior experience includes roles at Cambridge Associates, J.P. Morgan Private Bank, and WCM Investment Management. Shenoy’s background also includes time spent in education and a business role at ClassRanked LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds with oversight and governance procedures.

Michael Fiesel is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Avantax and Ameriprise Financial Services. Outside of his advisory role, he has held a position as a service associate at Kohl’s. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across diverse program structures.

Connor Padgham is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fisher Investments in 2024, he worked for seven years at The Vanguard Group. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware strategies and risk management techniques to construct globally diversified portfolios.

Carson Surface Mc Nally is a financial advisor at Fisher Investments with a Series 65 credential and no prior industry experience. Before joining Fisher Investments, he held various roles including positions at Mod Pizza and Washington State University–Vancouver. 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 and sub-advisory services across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Ryan Finglass is a financial advisor with Raymond James & Associates in Coppell, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at Bank of America and has a background that includes time spent at Texas A&M University and Coppell High School. He is also involved with Cheerleader Lady, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting through various programs, leveraging a broad range of portfolio management styles and affiliated research, with notable municipal advisory services and an extensive affiliate ecosystem.

Jordan Greer is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at TD Ameritrade and has been involved with his own firm, Greer & Company, since 2021. Outside of financial advising, he has held roles in technology and e-commerce, including working with Amazon FBA and Uber. 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 support alongside access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational capabilities.

Jonathan Stewart is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Stewart serves on the boards of Uncommon Church, Inc. and Rescue Her, Inc., a nonprofit supporting survivors of human trafficking. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

William Hodgkins is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial LLC, Colorado West Investments, and Charles Schwab. 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 construct diversified portfolios and uses tax-aware strategies and risk management tactics.

John O’Reilly is a Series 65-licensed advisor at Fisher Investments with four years of industry experience. He previously worked at Backwoods Landscaping and Tates Bake Shop. 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 Policy Committee to construct globally diversified portfolios utilizing quantitative and qualitative research alongside tax-aware and risk management techniques.