Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Trevor Tracey is a financial advisor with Fisher Investments, holding a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at VSC Portfolio Investments, Slate & Bow, and the University of Arizona. 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 employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management techniques.

Miriam Portilla Gomez is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has been with Fisher Investments since 2026. Prior to joining Fisher, she worked at Amazon and LanguageLine Solutions, alongside a period of full-time education. 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 to construct diversified portfolios and provides sub-advisory, retirement plan services, and separate account management.

Luke Snyder is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and has prior experience at Arvest Wealth Management and Arvest Bank. Outside of finance, he has worked in the food service industry with businesses such as Barrio's Fine Mexican Dishes and Halls Pizza Kitchen. 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 supported by quantitative and qualitative research to construct globally diversified portfolios and manages various accounts including separate accounts and pooled investment vehicles.

Cristina Rich is a financial advisor at Fisher Investments with 12 years of industry experience and a Series 65 license. She has worked at Fisher Investments since 2008, with a one-year tenure at Amazon in between. 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 and offers a range of services including sub-advisory and retirement plan management.

Clifford Mackay is a financial advisor at Fisher Investments with 12 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fisher Investments since 2015. Outside of his advisory role, he is a silent partner in a videography and promotions business called FUNKYMAC VISUALS. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of services including sub-advisory and retirement plan management.

Coltan Manley is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021. Prior to Fidelity, he worked at American Honda Finance Corporation and Houston Jackson Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Mark Juckeland is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2013. 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 approach combining quantitative screening and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Emerson Benko is a financial advisor with Fisher Investments, holding a Series 65 credential. He has one year of industry experience and previously worked at Zoominfo and in the service industry. Fisher Investments serves a global client base ranging from institutional investors to high-net-worth individuals, providing discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical strategies.

Diego Montanaro Viquez is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. Prior to joining Fisher Investments, he worked at Targray for three years and Alpine Macro for two years. 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 approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Tess Carpenter is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 following time spent in education. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm emphasizes centralized investment decisions, tax-aware strategies, and risk management techniques in managing diversified portfolios.

Brian Lewis is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity since 2006, with a brief hiatus between 2020 and 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and delivers model portfolios through intermediary platforms, incorporating systematic methodologies and oversight controls.

Joshua Colon is a financial advisor at Fisher Investments with a Series 65 designation and one year of experience at the firm. His prior work history includes roles at Northwestern Mutual and Towne Park, along with experience in retail and education sectors. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques, catering to a broad client base including pension plans and high-net-worth individuals.

Adam Alinowski is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab since 2017, with prior roles at optionsXpress, Inc. and Edward Jones. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach with integrated custody, brokerage, and cash-sweep services.

Ikejuan Alston is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory work, he is an author of both fiction and non-fiction books focusing on entrepreneurship and personal growth. 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 and discretionary investment management, financial planning services, and an integrated operational platform.

Joshua Einhorn is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2005. Fisher Investments provides discretionary portfolio management for a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Olivia Meger is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2025, she worked at Leadr, European Wax Center, Brickhouse, and Cafe Zupas. 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 Policy Committee and employs tax-aware processes along with various risk management strategies to construct diversified portfolios.

Taryn Ewing is a financial advisor at Fisher Investments with a Series 65 license and two years of industry experience. She has worked at Fisher Investments since 2018 and previously held positions at MSU Federal Credit Union, Leos Island, and Bagger Daves. Outside of finance, she operates Creativitee Crochet LLC, a business selling handmade crochet stuffed animals at local farmers markets. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Joseph Giangiulio is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and FSC Securities Corporation. Outside of advisory work, he is a CPA providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Timothy Walker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2022, he held roles at various firms including Maverick Fitness and Allstate. Outside of his advisory work, he owns and manages an RV rental business in Fort Worth, Texas. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.