Ashley Tormey is a financial advisor at Fisher Investments with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fisher Investments in 2024, Ashley worked at Morgan Stanley and E*Trade Securities. Outside of finance, Ashley was involved with Knack Tutoring from 2021 to 2023. 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 approach combining quantitative and qualitative research, implementing tax-aware and risk management strategies, and maintaining extensive sub-advisory relationships worldwide.

Ryan Knight is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. He applies his extensive experience to assist clients in aligning their investments with their life goals and preparing for retirement. Ryan's background includes 12 years of service in the U.S. Navy, which provides him with a disciplined and dedicated approach to his financial advisory work. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional career, Ryan is a father of two and engages in various outdoor activities including hiking, running, scuba diving, and other family-oriented adventures. His military service and personal interests contribute to his commitment to supporting clients' financial futures.

Ian Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Fidelity Brokerage Services prior to his current role. Outside of his advisory work, he volunteers occasionally with a graphic design organization called Jenny Leicester Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund structures.

Joshua Salazar is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior work experience includes roles at Charles Schwab and Fidelity Brokerage Services, as well as a period at Amazon.com, 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 offers a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Michelle Dove is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 1985, including 17 years at Bank of America, NA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Castiel is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Longboard Asset Management and as a self-employed advisor. 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 combining quantitative screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Logan White 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 Blue Star CRE for three years and spent ten years at Southern Methodist University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm combines quantitative and qualitative research through a centralized investment process to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Scott Botterman is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2006. 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 implement a combination of quantitative and qualitative investment decisions, along with tax-aware and risk management strategies.

Hayden Hardeman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Tipoff is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at PFS Investments, Inc. and Primerica Financial Services. Outside of his financial career, he has been involved with multiple United Methodist Church organizations and has experience in music education through the Frisco School of Music. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans with a goal-based, algorithm-driven investment approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a large number of client relationships through a combination of automated platforms and a team service model.

David Alanis is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, TD Ameritrade, and TIAA. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Liliane Bunch is a financial advisor with Charles Schwab holding a Series 66 designation and has been in the industry since 2026. Her prior experience includes roles at Indiana University, Bloomington, and a brief period of unemployment before joining Schwab. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management services alongside brokerage and custody solutions.

Benjamin Auxier is a financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2014. Outside of his work in finance, he is a partner in Rocket Street LLC, a dental staffing agency. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Giancarlo Lanzoni Ortiz is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Hanes Brands Inc and Amazon, and has a background that includes experience at Hoppy Ideas Brewing Co. and Equifax. 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 approach combining quantitative screening, qualitative research, and tax-aware processes, and manages a significant non-U.S. client base through various institutional and sub-advisory relationships.

Dylan Mc Dermott is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Enterprise Holdings and has a background that includes roles at West Virginia University, Tuscany Italian Specialties, and USABL. 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 integrating quantitative and qualitative research, and offers a range of sub-advisory and retirement plan services.

Spencer Ferrin is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior roles include positions at Ullrich Insurance and Northwestern Mutual. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Caleb Hanson is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Portland and Tumwater High School. 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 that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Jose Vargas is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase Bank, N.A., Washington Federal, B1bank, and First Convenience Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kyle Mcdonnell is a Series 65 credentialed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory role, Mcdonnell serves as an Alumni Board Member for the University of Portland, helping to foster relationships among alumni and support university events. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs various risk management tactics such as tax-aware strategies and derivatives.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.