Alexander Weymier is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background in healthcare services. Outside of finance, he is co-owner and manager of Better Now, a music-related business, where he also plays bass. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Larissa Quesada Arroyo is a Series 65-licensed advisor with Fisher Investments in Plano, TX, joining the firm in 2025. She has prior experience at Convera and Concentrix, and worked at the University of Costa Rica from 2017 to 2023. Outside of advising, she is a co-owner of Encino Ediciones, an independent publishing house. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers a range of sub-advisory, retirement plan, and separate account services.

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Freeman is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2012, with a brief concurrent role at Personal Capital Advisors Corporation beginning in 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment policy committee and tax-aware risk management strategies.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Christopher Pavlos is a Series 65-licensed advisor at Fisher Investments with seven years of experience. He has been with Fisher Investments since 2019 and previously worked at The Old Spaghetti Factory for four years. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors and high-net-worth individuals. The firm employs a centralized investment approach using quantitative and qualitative research to construct diversified portfolios and offers services such as sub-advisory and retirement plan management.

Jacob Lee is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He previously worked at Guardian, New York Life, and Virgin Sturgeon. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kory Close is a financial advisor at Fisher Investments with six years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Merrill, and Massachusetts Mutual Life Insurance. Outside of finance, he was involved with Sweet Sammies from 2010 to 2019. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member Investment Policy Committee and offers sub-advisory and retirement plan services.

Katherine Kiere is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Resource One Credit Union. 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 and discretionary investment options, delivering multi-asset model portfolios and alternative investment access within an integrated operational structure.

Devin Pajeau is a financial advisor with Fidelity in Westlake, TX, holding Series 66 and Series 63 licenses and four years of industry experience. His professional background includes roles at Fidelity Investments, Equitable Advisors, and AXA Advisors, as well as non-financial positions in hospitality and education. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is notable for its use of systematic methodologies, delegated management structures, and advisory roles to multiple registered investment companies.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across several Fidelity divisions since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Sarah White is a financial advisor at Charles Schwab in Westlake, TX, with three years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Charles Schwab, she worked at TD Ameritrade and has a background in media as a podcast host and producer, running a music podcast, as well as involvement in retail and consulting activities. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 a multi-asset investment approach supported by centralized operational infrastructure.

Nicholas Starkweather is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with five years of industry experience. His prior roles include positions at Hunt Oil Company, LSU, Arbor Wealth Management, and Newk's Eatery. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios with tax-aware strategies and risk management techniques.

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Sara To is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Wells Fargo Bank. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies to construct portfolios, and it serves as an advisor to multiple registered investment companies while employing algorithmic and AI-driven tools in its research process.

Jaclyn Leonard is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including TDAmeritrade and BBVA Securities Inc. Leonard is based in Westlake, TX. 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 affiliated discretionary SMAs and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Alex Richey is a financial advisor at Fisher Investments with 12 years of industry experience and holds a Series 66 designation. Prior to joining Fisher Investments in 2017, he worked at PMB Capital Management and Center Street Securities, Inc. He also briefly operated Pearl Street Tap House in 2017. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and various defensive tactics.

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Fidelity entities since 2009, including Fidelity Personal and Workplace Advisors since 2018. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of systematic methodologies, AI tools, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.