David Wright is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2007. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing 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 strategies and risk management techniques.

Ricardo Jimenez Monge is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at McKinsey & Co. for nine years and held a position at Sykes Enterprises. 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 that integrates quantitative and qualitative research to manage globally diversified portfolios and offers a variety of services including sub-advisory and retirement plan management.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.

John Borzone is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Edward Jones. 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 manages tax-aware, globally diversified portfolios with risk management strategies.

Antonio Zambrano is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments and Fidelity, along with his ongoing employment with Vanguard and related entities. Vanguard Advisers provides 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 investment approach using proprietary methodologies to construct personalized portfolios largely 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 financial advisor with Vanguard Advisers based in Plano, TX. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory work, he owns a residential cleaning business called Full Stream Ahead and is a minority owner of Christian Brothers South Sarasota. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios largely from Vanguard funds and ETFs.

Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process blending quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and various defensive tactics.

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.

Demaya Womack is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. She has previously worked at Fidelity Investments, TIAA, and other financial firms. Outside of her advisory role, she provides caregiving services for a patient with dementia. 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 SMAs, using multi-asset model portfolios and centralized operational support.

Juan Ramos is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, along with involvement in Perfect Choice Transportation LLC. Outside of his advisory work, he provides caregiving support to his elderly mother. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to discretionary managed accounts and alternative investment options.

Carlos Cevallos Malta is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. Carlos has held various roles at Charles Schwab and Charles Schwab Bank since 2021. He also has experience outside finance, including work with the YMCA of Centre County and involvement in auction and legal support roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and managed account services. The firm’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Whitney Stacy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Fidelity in various capacities since 2006, currently serving at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from mutual funds, ETFs, and ETPs.

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.

Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Andri Zamora is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, he serves as managing partner of a family LLC involved in managing a rental property. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, utilizing multi-asset model portfolios and a formal alternative-investment process.

Iqra Jafri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she worked at VIPkid and the University of Texas at Austin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.