Keith Lisonbee is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Bryce Harrold is a Series 65-licensed financial advisor with six years of industry experience, currently working at Fisher Investments since 2018. Prior to joining Fisher, he was affiliated with the University of Florida from 2014 to 2018. Fisher Investments serves 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 approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed-income, and blended mandates.

Ronan Townsend is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Florida Financial Advisors and has held roles outside finance, including positions at Bonefish Grill and Orangetheory Fitness. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals, employing a centralized investment approach that integrates quantitative and qualitative research with tax-aware strategies.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Wells Fargo Investments, LLC and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Tyler Klaus is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Farmers Financial Solution LLC and Farmers Insurance, accumulating a combined five years in those roles. 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 utilizes a centralized investment decision process incorporating quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

Thomas Miller is a CFA® charterholder with 26 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked for a total of 13 years across different Schwab entities since 2006. His prior roles include positions at Windhaven Investment Management, Inc. and his own firm, ThomasPartners, Inc. 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, utilizing multi-asset model portfolios and due diligence on alternative investments.

Cooper Putz is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has prior work experience at Salesforce and Whirlpool Corporation. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios across multiple asset classes and offers specialized services such as sub-advisory and retirement plan management.

Jonathan Schooley is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including TD Waterhouse Investor Services, Ameritrade, Ally Invest Securities, Polaris Wealth Advisory Group, and RWA Wealth Partners. Schooley is currently based in Westlake, Texas. 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 offers a combination of non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and thorough due diligence processes.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Mutual Money Flow Management. Outside of his advisory work, he manages rental property in Plano, TX. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Thomas Simons is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies along with defensive tactics to manage risk and positioning.

Dalton Zimmerman is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Adair Homes, Northwest Priority Credit Union, Randstad Staffing, and Truman State University. 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 employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Schuyler Marin is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® and CFA® designations and has been with Charles Schwab and its affiliated entities since 2014. He also has an ongoing association with Arizona State University since 2005. 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 offers a mix of non-discretionary and discretionary investment solutions, combining centralized custody and operational structures with multi-asset model portfolios and access to alternative investments.

Scott Hennigan is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at John Wiley and Sons and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with a noted emphasis on systematic methodologies and oversight of sub-advisers.

Jonathan R. Belter is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His career includes roles across various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes management of multi-manager and fund-of-funds structures, as well as the use of systematic methodologies and long-term asset allocation benchmarks.

Callen Robinson is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS, Morgan Stanley, Fulcrum Wealth Planning - Prospera Financial, JP Morgan Chase, and serves in the TX Air National Guard. 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 asset classes with a centralized investment process that includes quantitative and qualitative research.

William Robinson is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Northwestern Mutual Investment Services LLC. 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 with integrated brokerage, custody, and advisory services.

Bethany Castille is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Fisher Investments, her background includes roles in the beverage and hospitality sectors, including positions at Karbach Brewing Company and Molson Coors Beverage Company. Outside of finance, she is involved with La Serre Cafe. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and various defensive tactics to manage risk.

Alexander Majerczyk is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade. Outside of his advisory role, he assists with scheduling and marketing at The Sports Hangar. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and emphasizes multi-asset strategic allocation supported by comprehensive research and alternative investment options.

Ronald Saline is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2016. Outside of his advisory role, he is a vice president of an LLC involved in rental property and has interests as a lessor in an oil and gas lease. Fisher Investments serves institutional and private clients worldwide, 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 provides sub-advisory and retirement plan services.