Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Logan Auch is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Fisher Investments and previously worked at Prime Capital Investment Advisors, LLC, and American Century Investment Services Inc. He also has experience in education, having worked at the University of Arkansas and Blue Valley Southwest High School. 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, with tax-aware strategies and risk management techniques, and maintains extensive sub-advisory relationships worldwide.

Georgiy Shulikov is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2015. 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 and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Jarred Kriz is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fisher Investments since 2005. 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 multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies alongside risk management techniques.

Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2013 and has also been associated with Charles Schwab Bank. Outside of his advisory role, he works as a ride-sharing driver with Uber on weekends. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services.

Travis Crowell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Springs Wealth Group. Outside of finance, he is involved with Outdoor Lifestyle Strategies, LLC, a non-investment related venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theresa Badgett is a financial advisor with Cetera in Grapevine, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Avantax Advisory Services and related entities. Outside of advisory services, she owns and operates Badgett Tax & Financial, offering accounting, tax preparation, bookkeeping, and payroll services, and also owns a shaved ice business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Stephen Rudderham is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including roles at Fisher Investments since 2022, Florida Strategic Insurance, Northwestern Mutual, and the University of South Florida. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and combines quantitative and qualitative research to construct diversified portfolios, offering services including sub-advisory and retirement plan management.

Joshua Crabill is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Fisher Investments and previously spent three years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He served in the Navy for four years prior to his career in finance. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Goldie Andrews is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, Andrews worked for six years at Arlington Independent School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Ethan Mooney is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Charles Schwab Bank and spent time at Bass Pro Shop and in full-time education. Charles Schwab & Co., Inc. serves a large client base, 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Zachary Ertel is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Bruce A Lefavi Securities, Inc and Fidelity Brokerage Services, LLC. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative screening and qualitative research.

Juan Alfaro Samayoa is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior roles include work with SAMAYOA Construction, Fundacion Real Madrid, Almures, HPE, Sykes, Century 21, and Ganadera El Muelle. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm offers discretionary portfolio management, sub-advisory and retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Bridgette Michaud is a CFP® professional currently with Fisher Investments, bringing one year of industry experience. Prior to joining Fisher Investments, she held roles at Opinicus, Valmark Securities, and Koss Olinger. 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 across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to build diversified portfolios and employs tax-aware and risk management strategies.

Megan Shipman is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. She has one year of industry experience and previously worked at Tolleson Wealth Management and held roles at Texas A&M University Veterinary Medical Teaching Hospital and Recreational Sports. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and manages a broad range of separate accounts and pooled investment vehicles.