Elliot Lozano is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Northwestern Mutual in various roles from 2022 to 2024 and was employed by CVS Health from 2020 to 2022. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and it manages risk through various strategies including tax-aware processes and defensive tactics.

Sergey Smirnov is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Vanguard Group, TIAA-CREF, and Tiaa before joining Fisher Investments in 2017. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee and incorporates tax-aware strategies and risk management techniques in portfolio construction.

Gabriel Bauer is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. He is the founder and mixologist of Top Shelf History LLC, a business creating custom cocktails tailored to clients' tastes, history, and personality. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Evan Suljic is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Fisher Investments, he was involved with several short-term business activities including All Hype LLC and Corvia Pay. Fisher Investments provides discretionary portfolio management to a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Thomas Andrews is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he held roles in educational institutions and law firms, including GreatHearts Irving Upper School and Sandler Law Group LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including charitable funds and registered investment companies, and is noted for its use of algorithmic methods and AI technologies in portfolio management.

Tejveer Muhar is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fisher Investments in 2022, he worked at E*TRADE Capital Management LLC and The Vanguard Group, Inc., among other roles. Fisher Investments serves a global client base including institutional and private clients such as pension plans and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative and qualitative research.

Eddie Holguin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Prior to his current role, he held positions in hospitality and media, including at Henry's Tavern and Multiview. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Matthew Crippen is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at Dick's Sporting Goods and has been affiliated with Grand Canyon University since 2018. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. Its approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Logan Auch is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Fisher Investments and previously worked at Prime Capital Investment Advisors, LLC, and American Century Investment Services Inc. He also has experience in education, having worked at the University of Arkansas and Blue Valley Southwest High School. 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, with tax-aware strategies and risk management techniques, and maintains extensive sub-advisory relationships worldwide.

Georgiy Shulikov is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Jarred Kriz is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fisher Investments since 2005. 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 multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies alongside risk management techniques.

Jameson Robbins is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Charles Schwab in 2022, he worked nine years at the US Department of Homeland Security. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Justin Coop is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab and its affiliated entities since 2013. Outside of his advisory role, he works as a weekend rideshare driver for Uber. 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 with a focus on multi-asset model portfolios and centralized operational infrastructure.

Travis Crowell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Springs Wealth Group. Outside of finance, he is involved with Outdoor Lifestyle Strategies, LLC, a non-investment related venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Van Buskirk is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Theresa Badgett is a financial advisor with Cetera in Grapevine, TX, holding Series 63 and Series 65 designations and 25 years of industry experience. She has worked at Cetera and its affiliates since 2025 and previously spent 11 years with Avantax Advisory Services and related entities. Outside of advisory services, she owns and operates Badgett Tax & Financial, offering accounting, tax preparation, bookkeeping, and payroll services, and also owns a shaved ice business. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment strategies.

Stephen Rudderham is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including roles at Fisher Investments since 2022, Florida Strategic Insurance, Northwestern Mutual, and the University of South Florida. 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 policy committee and combines quantitative and qualitative research to construct diversified portfolios, offering services including sub-advisory and retirement plan management.