Michael Fiesel is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he held various roles including positions at Avantax and Ameriprise Financial Services. Outside of his advisory work, he has experience as a service associate at Kohl’s. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Carson Surface Mc Nally is a financial advisor at Fisher Investments with a Series 65 credential and no prior industry experience. Before joining Fisher Investments, he held various roles including positions at Mod Pizza and Washington State University–Vancouver. 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, offering discretionary portfolio management and sub-advisory services across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Jordan Greer is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and possessing four years of industry experience. His prior work includes roles at TD Ameritrade and various positions in technology and other sectors. In addition to advising, he is involved with Greer & Company, an independent business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and a structured approach to alternative investments.

Jonathan Stewart is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Wells Fargo Clearing. Stewart serves on the boards of two nonprofit organizations, including a church and a human trafficking survivor support group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Rhonda Carter is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at TD Ameritrade for 17 years before joining Charles Schwab in 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services. The firm manages a multi-asset investment approach supported by its Schwab Center for Financial Research.

William Hodgkins is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial LLC, Colorado West Investments, and Charles Schwab. 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 decision process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and risk management tactics.

John O’Reilly is a Series 65-licensed advisor at Fisher Investments with four years of industry experience. He previously worked at Backwoods Landscaping and Tates Bake Shop. 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 Policy Committee to construct globally diversified portfolios utilizing quantitative and qualitative research alongside tax-aware and risk management techniques.

Michael Garrigan is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2022. 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 process combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies and risk management techniques.

Bryce Leichtenschlag is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. He has been with Fisher Investments since 2019. Prior to this, he held positions at Enterprise Rent-A-Car, Vans a Division of VF Outdoor, and was involved with Sigma Delta Tau. 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 and incorporates tax-aware processes and defensive tactics to manage risk and positioning.

Dalton Morales is a Series 65-licensed financial advisor at Fisher Investments in Plano, TX, with nine years at the firm. Prior to joining Fisher, he worked at LA Fitness for five years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware strategies.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Ryan Schuman is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Outside of his advisory role, Schuman is the owner of El Campo Coffee, a coffee roasting business. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment policy committee to construct diversified portfolios and uses various risk management and tax-aware strategies.

Sonia Bitar is a financial advisor at Fisher Investments with a Series 65 designation and six years at the firm. She has two years of industry experience and previously worked in retail and manufacturing sectors, including multiple positions at Banana Republic and Lam Research Corporation. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

David Archibald is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, Fidelity, and Summit Global Investments. Fisher Investments provides discretionary portfolio management to a global client base comprising institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative screening and qualitative research to manage diversified portfolios with a range of tax-aware and risk-management strategies.

Jerry Shults Jr. is a financial advisor at J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2019, and previously at New York Life Insurance Co. and NYLIFE Securities LLC from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Alexander Leonard is a financial advisor with Fisher Investments, holding a Series 65 designation. He has been with Fisher Investments since 2023, following previous experience at U.S. Bank and other roles. Leonard’s background includes work outside finance, such as at Toxic Wings and involvement with University of Oregon dining services. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and offers tax-aware strategies and risk management techniques.

Lauren Tobben is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, she held positions at Linehaul Solutions LLC, ISTI Plant Services, and has an educational background from Baylor University. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm is notable for its regulatory registrations and its advisory roles with multiple registered investment companies and fund-of-funds.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.