Shelby Griffing is a financial advisor at Charles Schwab with eight years of industry experience. Prior to joining Schwab in 2018, Griffing worked at TD Ameritrade for three years and was employed at Luna Grill from 2016 to 2018. Griffing holds the Series 63 and Series 65 designations. 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. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative investment process.

Christine Edison is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through its nationwide network of financial advisors and branch offices.

Michael Snyder is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments, he worked at JH Kelly and served in the Seattle Police Department, as well as the United States Air Force Reserve. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Hayden Miller is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has prior work experience at Ascent Bank and Carroll College. Outside of his advisory role, he helps manage the tasting room at Brian Carter Cellars, a winery and tasting room. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies to manage risk and positioning.

Jakob Kehr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His background includes roles at Baylor University and experience in customer service and physical therapy prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies in model portfolio development and its advisory role to registered investment companies.

Jennifer Pritchett is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, First Hawaiian Bank, and BancWest Investment Services. Pritchett is based in Westlake, TX. Charles Schwab serves a large client base primarily composed 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, delivering investment guidance through multi-asset model portfolios and research-backed alternative investment options.

Eric Schmauch Jr. is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. He has been with Fisher Investments since 2018. Prior to this, his work experience includes roles at United Airlines and My Michelle’s, as well as attending the University of Mississippi. Fisher Investments serves a global client base including institutional and high-net-worth individuals by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach with a combination of quantitative and qualitative research to construct globally diversified portfolios and employs various risk management techniques including tax-aware strategies.

Tracie Guyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Weeks is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with multiple registered investment companies.

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 with Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses and having one year of industry experience. His previous roles include positions at Principal Financial Services, NYLIFE Securities LLC, New York Life Insurance Company, Travelers Insurance, and American Income Life Insurance Company. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

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 worked at Fidelity in various roles since 2013, including seven years with Fidelity Personal and Workplace Advisors. Outside of advising, she is the owner of mineral rights through Browning Oil Company, Inc., receiving royalty payments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 63 and Series 66 credentials and two years of industry experience. His prior work includes 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 broad client base, including retail and institutional investors. 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.

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.

Maria Pico Bennett is a CFP® with 10 years of industry experience and is currently an advisor at Fisher Investments. Her prior roles include positions at Sequoia Financial Group, Mercer Global Advisors, Merrill, J.P. Morgan Securities, and Chase Investment Services Corp. She is based in Plano, TX. Fisher Investments serves a diverse global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research to build diversified portfolios across equities, fixed income, and blended mandates.

Haley Crocker is a financial advisor at Fidelity with a Series 66 credential and one year of experience at the firm. Prior to Fidelity, she worked for Firefighters First Credit Union and had roles outside the financial industry, including positions at Hilliards Chocolates and Trader Joe's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and advisory roles to multiple registered investment companies.