Antonio Zambrano is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fisher Investments and Fidelity prior to joining Vanguard. Zambrano is based in Plano, TX. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Quin Vernon Cole is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Fisher Investments, he served in the United States Air Force from 2021 to 2025 and has held positions across various industries including manufacturing and technology. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, and provides a range of services including sub-advisory and retirement plan management.

Brandon Danowski is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. His prior work includes roles at SVN, Captain Curt's, Real People Realty, Pescadero, Domino's, and Dano Luxury Homes. Fisher Investments serves a global mix of 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.

Sean Christy is a Series 66 licensed financial advisor with Vanguard Advisers, based in Plano, TX, and has three years of industry experience. Prior to joining Vanguard, he held roles at BXS Insurance and various educational institutions. Outside of his advisory work, Christy is the owner of Full Stream Ahead, a residential cleaning business. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware strategies.

Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Kevin Goyert is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2012. 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 led by a five-member committee and incorporates tax-aware strategies and risk management techniques.

Whitney Stacy is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. Whitney has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for its use of advanced methodologies such as AI in research and proxy-voting governance procedures.

Brian Glass is a Planning Consultant who focuses on helping clients identify, organize, and pursue their financial goals by simplifying the complexities of financial planning. He emphasizes understanding his clients and earning their trust as fundamental elements of his professional relationships. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, and a Relationship Manager at Bank of America from 2007 to 2017.

Jared Ambrose is a Series 65-credentialed advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments, he held positions at Fivestars, Uhaul, and Vector Marketing. 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 approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Austin Adamcewicz is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Florida Financial Advisors and has held various roles outside of finance, including as an Instacart shopper. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates both quantitative and qualitative research.

Hayden Hutton is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has worked at Fisher Investments since 2021 and has prior experience at Northwest Liquid Gold, Washington State University, and Hilton Hotels. 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 provides discretionary portfolio management using a centralized Investment Policy Committee and employs tax-aware strategies, defensive tactics, and diversified portfolios across equity, fixed income, and blended mandates.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. His background also includes an entrepreneurial role with Hnegxin Trademark. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.

Austin Jefferson is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Fisher Investments in 2025, he worked at TIAA-CREF Individual & Institutional Services and VALIC Financial Advisors, and he is also an author of faith-based books, including one focused on investing and retirement planning. In addition, he writes faith-based screenplays aimed at Christian movie production companies. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management with a centralized Investment Policy Committee that employs quantitative and qualitative research. The firm provides a range of services including sub-advisory and retirement plan management, using tax-aware strategies and risk-management tactics across diversified global portfolios.

Brian Taylor is a financial advisor at Fisher Investments with Series 63, 65, and 66 licenses and over one year of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co, and spent 20 years at McAfee, LLC. Fisher Investments serves a global client base including institutional 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 analysis, with risk management techniques such as tax-loss harvesting and derivatives.

Charles Bernsen is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2021, and Wells Fargo Bank N.A. from 2016 to 2018. Outside of his advisory role, he is an independent seller and distributor of essential oils with Young Living. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Benjamin Cooper is a financial advisor at Fisher Investments with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Fisher Investments in 2025, he worked at OmniVest Capital LLC for six years and has experience in both academic and entrepreneurial roles. 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.