Kevin Tyree is a CFA® charterholder with 13 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers various services including sub-advisory and retirement plan management.

Joseph Kiran is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2018. He has five years of industry experience, including prior roles at the University of Arkansas and Trinity Industries. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative research alongside tax-aware and risk management strategies.

Roma Miller Jr. is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2013. 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 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.

Victoria Damoth is a Series 65-licensed advisor at Fisher Investments with eight years of experience at the firm. She is based in Plano, Texas. 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 decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Allison Hodsdon is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. She has one year of experience at Fisher Investments and previously held roles at firms including Gartner and Marriott Vacations Worldwide. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and sub-advisory services across various asset classes with a centralized investment decision process.

Robert Davies is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at TD Ameritrade and United RV before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Beatriz Gomez is a financial advisor with Charles Schwab in Westlake, TX. She holds Series 65 and Series 63 licenses and has eight years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Siyao Ji is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Ji has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Travis Quintin is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and is based in Plano, TX. He has been with Fisher Investments since 2002. Fisher Investments manages discretionary portfolios for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and offers various investment strategies, including tax-aware processes and defensive tactics.

Long Tran is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2018. Prior to that, he had brief roles at Weaver and Freedom Park. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized custody and operational support.

Megan Carpenter is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with six years of industry experience. Her prior experience includes roles at Johnson Bixby & Associates and Farmers Insurance. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Colin Pomeroy is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked in construction and education from 2013 to 2025. 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 and employs tax-aware processes and defensive tactics to manage risk and positioning.

Richard Middleton II is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research.

Javier Martinez is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has previously worked at Agia and Valic Financial Advisors. 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 across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and it manages risk through tax-aware processes and defensive tactics.

John Clausen Jr. is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Marcus Bates II is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at New York Life Insurance Company and NYLIFE Securities LLC. In addition to his advisory work, he owns an e-commerce business and creates non-finance related video content as a YouTuber. Fisher Investments serves a global clientele including 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 and employs tax-aware and risk management strategies in its portfolio construction.

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of mutual funds, ETFs, and ETPs.

Imanol Meza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials, and has four years of industry experience. His prior work includes roles at TD Ameritrade, Walmart, Toyota, and Discount Tire. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a mix of non-discretionary and discretionary investment guidance with multi-asset model portfolios and centralized operational support.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.