Edsall Hilty Jr. is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2008. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Tyler Blackwell is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware and risk management strategies.

Denis Vinicio Amores Gamboa is a financial advisor at Fisher Investments with a Series 65 designation and less than one year of industry experience. Before joining Fisher Investments in 2026, he worked at Amazon from 2020 to 2025 and has been affiliated with Universidad de Costa Rica since 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides services including sub-advisory, retirement plan management, and tax-aware strategies.

Gregory Hill Balandran is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at TD Ameritrade and Ryder Logistics. Outside of advising, he operates a notary service business. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.

Amanda Pritchard is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fisher Investments in 2026, she worked at Principal Advised Services and held multiple roles within the Principal Financial Group from 2022 to 2026. She has also served as a retirement consultant providing investment advice to plan participants. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management and retirement plan services. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes strategies such as tax-aware management and defensive tactics to manage risk and portfolio positioning.

Casey Lane is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey collaborates with clients to develop disciplined financial strategies tailored to their family's goals, aiming to simplify complex financial decisions and provide clarity and confidence. Casey has been with Fidelity Investments since 2016, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant II, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects experience in financial advising, investment consulting, relationship management, and retirement planning. Casey holds an Arkansas Insurance License. Outside of professional responsibilities, Casey is interested in board games, family activities, golf, reading, running, and volunteering.

Jose Zapata is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank SSB and Cavender's Boot City. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Ryan Ross is a financial advisor at Cetera with Series 65 and Series 66 licenses and one year of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 21 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options, including discretionary and non-discretionary management and access to third-party money managers.

Kevin Sorensen is a financial advisor with Raymond James & Associates in Justin, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. His prior firms include Charles Schwab, Robinhood Markets, TD Ameritrade, and First Command Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a variety of portfolio management styles and affiliated research.

Nicholas Nowakowski is a CFP® and holds a Series 63 license with 13 years of industry experience. He has been with THE Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and predominantly constructs portfolios from Vanguard funds and ETFs.

Vicente Miranda Santis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Charles Schwab since 2023. Prior to his current position, he was employed at Akkodis Group and Chipotle Mexican Grill. 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 solutions, using multi-asset model portfolios and a centralized operational structure.

Cary White II is a financial advisor with Fisher Investments, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Kay Jewelers, and Wells Fargo Bank, N.A. 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. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research, tax‑aware strategies, and risk management techniques.

Spencer Langdon is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Cycode, Vault Data, and Tessian. 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 approach combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.

Kelsea Volland is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fisher Investments in 2025, she worked at firms including Merrill, Bank of America, and Northwestern Mutual Wealth Management Company. Outside the financial sector, she was involved with The Tutor Hour from 2020 to 2023. Fisher Investments serves a diverse 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. The firm manages portfolios across equity, fixed-income, and blended mandates, and employs tax-aware strategies and various risk management techniques.

Daniel Greenan is a financial advisor at Fisher Investments in Plano, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach managed by an Investment Policy Committee and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Chance Beebe is a financial advisor at Fisher Investments with 17 years of industry experience. He previously worked for 10 years at Victory Capital Services, INC. Chance holds Series 63 and Series 65 licenses. 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 with a centralized investment decision process that includes quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Katherine Kuhn is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Mortgage Lenders Investment Trading Co and pursued extended travel. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes with a centralized investment approach that combines quantitative and qualitative research.

Cody Deems is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he operates machinery for snow plowing at an airport. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and manages risk through various defensive strategies.

Britney Turk is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.