Andrea Deeley is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in holistic wealth planning. She works closely with successful families, business owners, executives, CFOs, and retirees to develop personalized financial strategies that align with their long-term goals. Her areas of focus include retirement planning, family wealth management, legacy planning, business transition strategies, college education planning, philanthropic planning, tax minimization, and portfolio management services. Andrea holds professional designations as a Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an accredited certificate program at The American College of Financial Services and attended Liberty University. Andrea collaborates with her clients and their trusted advisors to ensure comprehensive coordination of their financial lives. Beyond her professional role, Andrea is committed to community involvement and volunteers with local organizations. Her personal interests include baseball, fishing, traveling, and spending time with her family. She is married with three children, including two young adult daughters and a teenage son.

Kolby Harry is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior roles include positions at Pathward Financial and JP Morgan. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Briana Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.

Elizabeth Soto Calva is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2020. Prior to her advisory role, she was a homemaker and community volunteer with The Ferreyra Family. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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 options, integrating brokerage, custody, and advisory services within a centralized operational structure.

Matthew Danahy is a CFP® with 10 years of industry experience, currently advising at Fisher Investments since 2020. He previously worked at The Vanguard Group, Inc. 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 that combines quantitative screening, qualitative research, and tax-aware strategies to manage risk and construct diversified portfolios.

Hunter Phillips is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Bedrock Logistics and Elston Nationwide. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk-management techniques.

Luis Del Carpio Oviedo is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining Fisher, he worked at Pfizer, P&G, ULACIT, and Saint Mary High School. 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 a combination of quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves in advisory capacities to registered investment companies and fund-of-funds.

Naomi Pent is a Series 65-credentialed financial advisor with five years of industry experience, currently with Fisher Investments since 2020. Prior to joining Fisher, she worked for the County of Hawaii and Hale Hoola Hamakua. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment policy committee and combines quantitative and qualitative research to construct diversified portfolios, incorporating tax-aware strategies and risk management techniques.

William Solari is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. His prior roles include positions at Amsco Windows, Basic American Foods, and Overwatch Financial, and he spent six years associated with Brigham Young University. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios and uses tax-aware and defensive strategies to manage risk.

Matthew Lanzone Jr. is a financial advisor with Fisher Investments, holding Series 65 and Series 63 licenses. He began his current role in 2026 and has prior experience at Charles Schwab & Co., Inc., Arvest Bank, Triad Bank, and entrepreneurial ventures including Fenton Fitness MO LLC and Done Right Enterprises. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process with quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Liam Broughton is a financial advisor with Fidelity Investments in Westlake, TX. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Mutual and various roles during his studies at Texas Christian University. Outside of advising, he was involved in student activities at Texas Christian University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple advisory and sub-advisory arrangements.

Marci Prather is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Denali Wealth Management, New York Life, and LHC Group, Inc. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls and formal governance procedures.

Jesse Plata is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at JPMorgan Chase Bank, N.A. from 2010 to 2018. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Ryan Towe is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab & Co. since 2022, following a 13-year tenure at TD Ameritrade. 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 offers both non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios, a dedicated research center, and a formal alternative investment program.

Robert Barlow is a financial advisor with LPL Financial in Flower Mound, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Raymond James Financial Services for 11 years and has been involved with Barlow Capital Advisors LLC since 2009 and 5 Bar Holdings, LLC since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Max Murdock is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has previously worked at BancFirst and Reasor's. 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 process combining quantitative screening, qualitative research, and tax-aware strategies to manage globally diversified portfolios.

Mark Meyer is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes proprietary research combined with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Peter Bloch is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, progressing through various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, Senior PAS Portfolio Specialist, Financial Consultant, and currently Vice President, Financial Consultant since 2026. His experience encompasses client management, portfolio specialization, and financial consulting. He holds insurance licenses for Arkansas and California. Peter aims to understand clients as individuals, supporting their financial success and confidence. Outside of work, Peter has interests in beach activities, fitness, painting, and parenthood.

Christian Gardner is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Pinnacle Bank, First Service Residential, Autozone, and Navarro. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, serving a broad range of investors.