Brian Lewis is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity since 2006, with a brief hiatus between 2020 and 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and delivers model portfolios through intermediary platforms, incorporating systematic methodologies and oversight controls.

Howell Findley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and has experience in media and management roles at Discovery Networks and White Cross Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs. The firm serves both retail and institutional investors and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Joshua Colon is a financial advisor at Fisher Investments with a Series 65 designation and one year of experience at the firm. His prior work history includes roles at Northwestern Mutual and Towne Park, along with experience in retail and education sectors. 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 Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques, catering to a broad client base including pension plans and high-net-worth individuals.

Adam Alinowski is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Charles Schwab since 2017, including time at OptionsXpress in the same year. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Ikejuan Alston is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory work, he is an author of both fiction and non-fiction books focusing on entrepreneurship and personal growth. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning services, and an integrated operational platform.

Joshua Einhorn is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2005. Fisher Investments provides discretionary portfolio management for a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Olivia Meger is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2025, she worked at Leadr, European Wax Center, Brickhouse, and Cafe Zupas. 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 Policy Committee and employs tax-aware processes along with various risk management strategies to construct diversified portfolios.

Taryn Ewing is a Series 65-licensed financial advisor at Fisher Investments with eight years at the firm and a total of two years of industry experience. Prior to joining Fisher, she worked at MSU Federal Credit Union and Leos Island. Outside of her advisory role, she operates Creativitee Crochet LLC, making and selling crochet stuffed animals at local farmers markets. 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 managed by an Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Joseph Giangiulio is a financial advisor with LPL Financial in Dallas, TX, holding Series 63 and Series 66 designations and possessing 43 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, FSC Securities Corporation, and Cetera Wealth Services. Outside of advisory services, he is involved in tax preparation and accounting through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Timothy Walker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2022, he held roles at various firms including Maverick Fitness and Allstate. Outside of his advisory work, he owns and manages an RV rental business in Fort Worth, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs.

Daniel Carman is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at E*TRADE Securities and Aperture Group/OptionsHouse before joining Fisher Investments in 2024. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment committee and incorporates tax-aware strategies and risk management techniques.

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. 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 proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Sam Lee is a financial advisor at Fisher Investments with 9 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fisher Investments since 2018. Prior to that, he spent time at Scottrade Inc and Oakland City University. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equities, fixed income, and blended mandates.

Sergio Sanchez is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Northwestern Mutual. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach with both quantitative and qualitative methods to construct globally diversified portfolios and manages risk through various tax-aware and defensive strategies.

Chase Amis is a CFP® professional with 15 years of industry experience, currently serving with Fisher Investments since 2017. Prior to that, he worked at Fidelity Investments from 2010 to 2017. He holds Series 63 and Series 66 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Drake Mulder is a financial advisor at Fisher Investments with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James Financial Services, Morgan Stanley, E*TRADE Securities LLC, Flagship Bank, Bay Area Heating & Cooling Inc, and AKT Enterprises. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Daniel Dipasquale is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Co from 2016 to 2020. 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 various risk management techniques including tax-aware strategies and defensive tactics.

Derrick Shipp is a CFP® professional with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles within Fidelity Investments Institutional Services, Brokerage Services, and Personal and Workplace Advisors. Outside of his financial advisory work, he is a commissioned security officer with the Texas Tactical Response Team. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with sophisticated advisory solutions.

Shelby Whiddon is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2020, Shelby worked at Brighton Collectibles for two years and was affiliated with the University of Florida for four years. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Eric Loughran is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2010. 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 that integrates quantitative and qualitative research to manage globally diversified portfolios and offers a range of sub-advisory and retirement plan services.