Andrew Butler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Next Financial Group, Inc. for 16 years and has been involved with Texas American Insurers since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions including model portfolios, third-party management, and institutional platforms.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by a centralized operational structure.

Cory Baker is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 66 licenses with two years of industry experience. Before joining Fisher Investments in 2024, he worked at Edward Jones and taught at multiple high schools over a period of six years. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across various asset classes. The firm centralizes investment decisions through an Investment Policy Committee and employs diversified, tax-aware strategies to manage risk and positioning.

Roberto Quintanilla is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of financial services, he is co-owner of Vape Vending USA LLC, a retail business in Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, multi-asset model portfolios, and a formal alternative investment onboarding process.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Kelson Honeycutt is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held positions at AdicetBio and Amazon and has experience teaching English as a foreign language through the Taan Kanik Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that includes quantitative and qualitative research.

Kaitlyn Peveto is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Her previous roles include positions at CRAFThouse/Blind Salamander and Favor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Rodney Cunningham is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2006. Fisher Investments serves a global range of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes, using a centralized investment approach that incorporates quantitative and qualitative analysis along with tax-aware and risk management strategies.

Brian Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Lockheed Martin, and AT&T. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment guidance delivered via multi-asset model portfolios and alternative investment options.

Trevor Tracey is a financial advisor with Fisher Investments, holding a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at VSC Portfolio Investments, Slate & Bow, and the University of Arizona. 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 combining quantitative and qualitative research and offers tax-aware strategies and risk management techniques.

Miriam Portilla Gomez is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has been with Fisher Investments since 2026. Prior to joining Fisher, she worked at Amazon and LanguageLine Solutions, alongside a period of full-time education. 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 to construct diversified portfolios and provides sub-advisory, retirement plan services, and separate account management.

Luke Snyder is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and has prior experience at Arvest Wealth Management and Arvest Bank. Outside of finance, he has worked in the food service industry with businesses such as Barrio's Fine Mexican Dishes and Halls Pizza Kitchen. 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 supported by quantitative and qualitative research to construct globally diversified portfolios and manages various accounts including separate accounts and pooled investment vehicles.

Cristina Rich is a financial advisor at Fisher Investments with 12 years of industry experience and a Series 65 license. She has worked at Fisher Investments since 2008, with a one-year tenure at Amazon in between. 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 combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Clifford Mackay is a financial advisor at Fisher Investments with 12 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fisher Investments since 2015. Outside of his advisory role, he is a silent partner in a videography and promotions business called FUNKYMAC VISUALS. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of services including sub-advisory and retirement plan management.

Coltan Manley is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fidelity Investments, where he has worked since 2021. Prior to Fidelity, he worked at American Honda Finance Corporation and Houston Jackson Group. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Mark Juckeland is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2013. 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 combining quantitative screening and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Emerson Benko is a financial advisor with Fisher Investments, holding a Series 65 credential. He has one year of industry experience and previously worked at Zoominfo and in the service industry. Fisher Investments serves a global client base ranging from institutional investors to high-net-worth individuals, providing discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical strategies.

John Follett is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has one year of industry experience, with prior roles at 49 Financial, Big Country Title, 360 Wealth Management, and Built by Grid, along with five years as a full-time student. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative analysis, with a focus on tax-aware strategies and risk management techniques.

Diego Montanaro Viquez is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. Prior to joining Fisher Investments, he worked at Targray for three years and Alpine Macro for two years. 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 uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Tess Carpenter is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 following time spent in education. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm emphasizes centralized investment decisions, tax-aware strategies, and risk management techniques in managing diversified portfolios.