Joshua Crabill is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Fisher Investments and previously spent three years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He served in the Navy for four years prior to his career in finance. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Todd Edelman is a Wealth Management Planning Consultant at Fidelity Investments, where he serves on the Private Wealth Management Team. In this role, he works with high net worth clients addressing complex and unique financial needs. Todd focuses on multi-generational planning and succession strategies tailored to each family's specific situation through relationship building and a broad range of financial products. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Tier 1 and Tier II positions before his current consultant role beginning in 2025. Prior to joining Fidelity, Todd worked as a Life Insurance Agent at New York Life in 2021. Outside of his professional work, Todd's personal interests include concerts, fishing, hiking, music, parenthood, and running.

Ethan Mooney is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 designations and having two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2024 and Charles Schwab Bank since 2026. Prior to his advisory roles, he was employed at Bass Pro Shop and spent time in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

Zachary Ertel is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Bruce A Lefavi Securities, Inc and Fidelity Brokerage Services, LLC. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative screening and qualitative research.

Juan Alfaro Samayoa is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation. Prior to his current role, he has worked in various sectors including construction and technology, and has been involved with Fundación Real Madrid. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and provides sub-advisory and retirement plan services.

Chris Hammonds is a Financial Consultant at Fidelity Investments, where he collaborates with his wealth management team to develop financial plans tailored to clients' unique priorities and needs. He focuses on building long-term relationships to provide guidance throughout clients' financial journeys. Chris has held various roles at Fidelity Investments since 2019, including Planning Consultant, Active Trader VIP Specialist, Active Trader Services, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Chris has interests in fitness, golf, outdoor adventures, parenthood, and traveling.

Bridgette Michaud is a CFP® professional currently with Fisher Investments, bringing one year of industry experience. Prior to joining Fisher Investments, she held roles at Opinicus, Valmark Securities, and Koss Olinger. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to build diversified portfolios and employs tax-aware and risk management strategies.

Adam Wodarski is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2026, he held positions at ASCERA, A-Lign, Arrive Logistics, Best Buy, and Wegmans Food Markets. 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 and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Megan Shipman is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has 2 years of industry experience. Prior to joining Fisher Investments, she worked at Tolleson Wealth Management and held various roles including positions at Texas A&M University. 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 combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and manages risk with various tactical strategies.

Kevin Tyree is a CFA® charterholder with 13 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and offers various services including sub-advisory and retirement plan management.

Joseph Kiran is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2018. He has five years of industry experience, including prior roles at the University of Arkansas and Trinity Industries. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative research alongside tax-aware and risk management strategies.

Roma Miller Jr. is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2013. 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 uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Victoria Damoth is a Series 65-licensed advisor at Fisher Investments with eight years of experience at the firm. She is based in Plano, Texas. 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 decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Allison Hodsdon is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. She has one year of experience at Fisher Investments and previously held roles at firms including Gartner and Marriott Vacations Worldwide. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and sub-advisory services across various asset classes with a centralized investment decision process.

Robert Davies is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at TD Ameritrade and United RV before joining Charles Schwab and Co., Inc. and Charles Schwab Bank, SSB. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Beatriz Gomez is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Siyao Ji is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Ji has worked at Charles Schwab and Co., Inc. since 2022 and previously at TD Ameritrade from 2017 to 2022. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Constance Breathitt is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she is involved in a family joint venture managing cattle and horses on their farm in Krum, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors. The firm is notable for its extensive retail advisor and branch footprint and provides various discretionary and non-discretionary wrap fee strategies alongside affiliated mutual funds and other services.

Travis Quintin is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and is based in Plano, TX. He has been with Fisher Investments since 2002. Fisher Investments manages discretionary portfolios for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and offers various investment strategies, including tax-aware processes and defensive tactics.

Long Tran is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. He has worked at Charles Schwab since 2018 and held a position at Charles Schwab Bank, SSB starting in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.