Austin Jefferson is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Fisher Investments in 2025, he worked at TIAA-CREF Individual & Institutional Services and VALIC Financial Advisors, and he is also an author of faith-based books, including one focused on investing and retirement planning. In addition, he writes faith-based screenplays aimed at Christian movie production companies. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management with a centralized Investment Policy Committee that employs quantitative and qualitative research. The firm provides a range of services including sub-advisory and retirement plan management, using tax-aware strategies and risk-management tactics across diversified global portfolios.

Matthew Nicholson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across mutual funds, ETFs, and ETPs.

Brian Taylor is a financial advisor at Fisher Investments in Plano, TX. He holds Series 65, Series 66, and Series 63 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Company, and McAfee, LLC. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to manage diversified portfolios and offers specialized sub-advisory and retirement plan services.

Charles Bernsen is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2021, and Wells Fargo Bank N.A. from 2016 to 2018. Outside of his advisory role, he is an independent seller and distributor of essential oils with Young Living. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jake Sewell is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation. Prior to joining Charles Schwab, he worked at Boston Scientific and has experience in education and golf-related roles. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a blend of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s scale and integrated structure allow it to combine personalized advisory recommendations with access to affiliated discretionary portfolios and alternative investments.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Benjamin Cooper is a financial advisor at Fisher Investments with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Fisher Investments in 2025, he worked at OmniVest Capital LLC for six years and has experience in both academic and entrepreneurial roles. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Severino Di Bucci is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He previously worked at Apex Systems, Quicken Loans, and Mack Industries, and attended Ohio University. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates using a centralized investment process that combines quantitative and qualitative research. The firm provides sub-advisory and retirement plan services and manages accounts through diverse strategies including tax-aware and defensive tactics.

Scott Vosler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including prior roles at Wells Fargo Bank and Iconma. 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 approach combining quantitative and qualitative research to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Jennifer Lucius is a financial advisor at Fisher Investments with Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley, Fidelity Investments, and Bank of America. Outside of financial services, she has worked with Varsity Tutors and Sunsational Swim School. Fisher Investments serves a global client base of institutional and private investors, offering 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 diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

David Seals Jr. is a financial advisor with Edward Jones in Frisco, TX, holding the Series 66 designation and seven years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and a year at Capital One before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves a wide range of clients, including individual and institutional investors, offering various advisory programs and maintaining a large nationwide network of advisors and branch offices.

Alexander Burns is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and four years of industry experience. He has been with Fisher Investments since 2021 and previously worked in marketing and product roles at Allure Marketing and Hint Inc. Burns attended James Madison University from 2017 to 2021. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes with a centralized investment decision process. The firm is notable for its global client base, tax-aware investment strategies, and extensive sub-advisory relationships.

Connor Dean is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Raymond James & Associates and the Municipal Advisory Council of Texas. He holds Series 63 and Series 65 licenses. 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 manage diversified portfolios and employs various risk management and tax-aware strategies.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Bryce Borglum is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held various roles prior to his advisory position, including positions at Geico and Ohio State University. Fisher Investments serves a global client base that includes institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

William Burton is a financial advisor at Fisher Investments with eight 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 uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Kelechi Anyanwu is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo before joining Schwab in 2017. Anyanwu is based in Westlake, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Sydney Sheehan is a financial advisor at Fidelity with a Series 66 credential and 10 years of industry experience. She has worked across multiple Fidelity entities, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides diverse investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Cedric Blair is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at E*Trade Securities, Harrisdirect LLC, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member committee and uses various risk management techniques, including tax-aware processes and defensive tactics.