James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at American National Insurance and other firms before joining Fidelity. Outside of finance, Lee is involved in music through teaching and recording activities with Arkadia Music Group and 32 Generation Records. Fidelity's Strategic Advisers LLC, where Lee is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Brooke Whigham is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, and it is noted for its use of AI and systematic methodologies in investment processes.

Andrew Yang is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes six years at TD Ameritrade and a brief tenure at Uber prior to joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated services, and centralized operational structure supporting a broad client base.

David Lucas is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Charles Schwab in 2022, he worked at TD Ameritrade from 2010 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Rameez Shad is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Sprint. Outside of his advisory role, he is the owner and content creator of Daily Driven, a vlog about daily driving. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Kevin Braun is a financial advisor at Fisher Investments with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments, Ryan Edlefsen, Northwestern Mutual Investment Services LLC, and Travelers. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware and risk management strategies.

Tara Rog is a Series 65 licensed financial advisor at Fisher Investments with 14 years of industry experience. She has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and offers sub-advisory and retirement plan services to its diverse client base.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Joseph Dipiazza is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at GuideWell Pro Unlimited Inc and Mercer Global Advisors Inc. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Jack Englehart is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Eversource Energy and Classic Hotels of Connecticut, and was also affiliated with Central CT State University. 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 various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware and risk management strategies.

Justin Elsbury is a CFP® with eight years of industry experience, currently advising at Fisher Investments. His prior work includes roles at Pinnacle Wealth Advisors and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, and it manages risk using various strategies including derivatives and tax-aware techniques.

Ellen Clausen is a financial advisor at Fisher Investments with one year of industry experience. She holds the Series 65 designation and has previously served on the Phenix City and Troup County Boards of Education, as well as worked with the University of Georgia Extension Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages diverse portfolios for pension plans, foundations, and high-net-worth individuals, among others, and offers sub-advisory and retirement plan services.

Joshua Hooper is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He joined Fisher Investments in 2023 following eight years as a full-time student and a brief period of unemployment. 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 various asset classes. The firm uses a centralized Investment Policy Committee that integrates quantitative screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Her prior work includes roles at Hal Mumme Football Inc. and Reno Reds Frontier Cooking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Quinn Anderson is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has one year of industry experience. Prior to joining Fisher Investments in 2021, Anderson worked at Harlow Wealth Management and held various roles at Mint Valley Golf Course and the University of Portland. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research. The firm provides services to pension plans, foundations, high-net-worth individuals, and manages separate accounts, pooled vehicles, and retirement plans.

Jared Messer is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Morgan Stanley and E*TRADE, as well as Fidelity Brokerage Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage diversified portfolios with various risk management techniques.

Christopher Ball is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior work includes roles at Indiana University, The People's State Bank, and the Indiana Department of Transportation. 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 integrates tax-aware strategies and defensive tactics to manage risk.