Connor Dean is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Raymond James & Associates and the Municipal Advisory Council of Texas. He holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs various risk management and tax-aware strategies.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Bryce Borglum is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held various roles prior to his advisory position, including positions at Geico and Ohio State University. Fisher Investments serves a global client base that includes institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

William Burton is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Kelechi Anyanwu is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Charles Schwab since 2017 and previously spent two years at Wells Fargo. 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 discretionary separately managed accounts and provides a comprehensive, integrated platform with centralized custody and operational support.

Sydney Sheehan is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with distinctive roles in commodity pool operation and fund governance.

Cedric Blair is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at E*Trade Securities LLC from 2015 to 2019 before joining Fisher Investments in 2019. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes with a centralized investment approach that incorporates quantitative and qualitative research along with risk management techniques.

Christopher Checketts is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at MassMutual Life Insurance Company, JPMorgan Chase Bank, Wells Fargo, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Mark Madden is a financial advisor with Fisher Investments in Plano, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including 13 years at Wedbush Morgan Securities before joining Fisher Investments in 2022. Fisher Investments serves a diverse global clientele, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management strategies such as tax-aware processes and defensive tactics.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Azeez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Ryan, LLC and managed a startup business. Additionally, he spent time working at Benvenuti's Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its recommendations.

James Pryor is a financial advisor with Charles Schwab based in Plano, TX. He holds a Series 63 designation and has 38 years of industry experience. Pryor has been with Charles Schwab since 1987 and has worked at Charles Schwab Bank SSB since 2005. 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 combined model of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment options.

Tyler Stearnes is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base with a scalable digital platform.

Angelica Proctor is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Sageview Advisory Group, Cetera Wealth Services, and Northwestern Mutual. Outside of her advisory role, she owns Xodus Unlimited, LLC, a content creation and coaching business based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Jose Salangsang is a financial advisor at Fisher Investments with 17 years of industry experience. He has been with Fisher Investments since 2014 and holds Series 63 and Series 65 licenses. 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 using quantitative screening, qualitative research, and tax-aware processes to construct and manage globally diversified portfolios.

Matthew Dowler is a Series 66-licensed financial advisor with Fidelity in Westlake, TX, and has three years of industry experience. Prior to joining Fidelity, he worked in various roles including at West Coast University and in coaching youth wrestling. Outside of advisory work, he coaches a private wrestling club and travels for national and local tournaments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that include mutual funds, ETFs, and ETPs.

Seamus White is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Embark Wealth Management. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to build diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan management, with a focus on tax-aware strategies and risk management techniques.

Hannah Favara is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 credentials and having one year of industry experience. Prior to joining Schwab, she worked in various roles including at 7 Brew Coffee and Hallmark stores, and has a background in full-time education. 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, offering a blend of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.