Justin Harp is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Fisher Investments since 2007. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research.

Jeremy Lucas is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, including his current role at Fidelity Investments. Prior to his finance career, he held positions at Bank of America, Indiana Wesleyan University, and AT&T Mobility. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and manages model portfolios using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Michael Thorpe is a financial advisor with Fisher Investments in Plano, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Merrill and Time Insurance Agency, Inc. Outside of finance, he manages businesses that buy and sell sports cards, games, and comics through local shows and a retail location. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm manages globally diversified portfolios and employs tax-aware strategies and risk management techniques across multiple asset classes.

Ryan Nesselroade is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 65 designation. His prior work history includes roles at TrackVia and Ibotta. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a variety of advisory and sub-advisory services.

Todd Griffiths is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at TD Ameritrade from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and financial planning services.

James Lusk is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Carvana and coffee businesses West Oak Coffee Roasters and Kimzey's Coffee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

Primo Santos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Seth French is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for seven 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 alongside various risk management tactics.

Rodge Macy is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity since 2020 and previously held positions at Edward Jones, Panini America, and PFSweb. Outside of his advisory role, he coaches classes at Cowtown Crossfit in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Jacob Karas is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside of finance at Jerimiah's Italian Ice and Grind Gastropub and Kona Tiki Bar. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that combines quantitative and qualitative analysis to construct diversified portfolios and manages risk through various tactical methods.

Antonio Mijares is a financial advisor with Charles Schwab based in Westlake, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Charles Schwab, he held positions at Pro Unlimited, Target, Wingstop, and Lifetime Fitness. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ignacio Montero Quesada is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Grandstand and academic positions at the University of Kansas and Arizona State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research methods. The firm is notable for its global diversification, tax-aware strategies, and extensive sub-advisory relationships.

Patrick Giddens Jr is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fisher Investments since 2019, following earlier roles at Equitable Advisors and Axa Advisors. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process. The firm is notable for its global client base, sub-advisory relationships, and diversified investment strategies incorporating tax-aware management and risk mitigation techniques.

John Mcmanus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Charles Schwab for seven years before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Emma Woods is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Before joining Fidelity in 2023, she held roles at several retail companies including Lululemon, Target, and Nordstrom. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Hensley is a CFP®-designated financial advisor with Vanguard Advisers who has four years of industry experience. His prior experience includes roles at Creative Planning, LLC, Hightower Advisors, LLC, and Plancorp. 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 portfolios primarily constructed from Vanguard funds and ETFs, supported by a large-scale digital platform and team servicing model.

Paul Sanders is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021. His prior experience includes roles at Morgan Stanley and Amazon. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and risk management techniques.

Simeon Salazar is a financial advisor with Fidelity Investments holding Series 63 and Series 66 credentials. He has been with Fidelity since 2025 and has a background that includes medical studies and various roles in healthcare and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Austin Standiford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 16 years of industry experience, including over 14 years with Fisher Investments. 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 and utilizes tax-aware and defensive strategies to manage risk and positioning.