Christopher Checketts is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at MassMutual Life Insurance Company, JPMorgan Chase Bank, Wells Fargo, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Ihsaan Kamal is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he worked at Best Buy for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Mark Madden is a financial advisor at Fisher Investments with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, Madden worked at Wedbush Morgan Securities for 13 years and Merrill for 6 years. 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 approach combining quantitative and qualitative research and employs various risk management and tax-aware strategies.

Levi Hitchcock is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he held positions at several technology and service firms, including Splunk, ZScaler, and Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified investment strategies.

William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Azeez is a Series 66-registered advisor with J.P. Morgan Securities in Plano, TX, with one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank and Ryan, LLC, and he has also been involved in a startup as well as working at an Italian restaurant. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates broader derivatives and commodities capabilities.

James Pryor is a financial advisor at Charles Schwab with 39 years of industry experience. He has been with Charles Schwab since 1987 and with Charles Schwab Bank since 2005. He holds a Series 63 designation and is based in Plano, TX. 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 portfolio investment guidance supported by centralized custody and order routing.

Tyler Stearnes is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base with a scalable digital platform.

Angelica Proctor is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Sageview Advisory Group, Cetera Wealth Services, and Northwestern Mutual. Outside of her advisory role, she owns Xodus Unlimited, LLC, a content creation and coaching business based in Plano, TX. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Jose Salangsang is a financial advisor at Fisher Investments with 17 years of industry experience. He has been with Fisher Investments since 2014 and holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using quantitative screening, qualitative research, and tax-aware processes to construct and manage globally diversified portfolios.

Matthew Dowler is a financial advisor at Charles Schwab with Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked at Fidelity Investments for four years. Outside of his advisory role, he coaches wrestling at a private club, involving travel for national and local tournaments. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Seamus White is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Embark Wealth Management. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to build diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan management, with a focus on tax-aware strategies and risk management techniques.

Hannah Favara is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab, she worked in retail and education roles, including managing 7 Brew Coffee. 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.

Anna Jane Morrall is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with less than one year of industry experience. Her background includes roles at Bank of America, Merrill Lynch, and Paloma Park, as well as work outside finance at Migliori's Pizzeria and Daniel Island Golf Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathon Thompson is a financial advisor with Fisher Investments, holding a Series 66 designation and 11 years of industry experience. He has worked at Fisher Investments since 2018, following roles at Brightworth Capital and JPMorgan Chase Bank. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside defensive tactics to manage risk.

Aubriana Hall is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. Her prior work includes roles at Zynex Medical and Pella Windows and Doors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Sarah Kern is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2021 and previously worked at Loggins, Kern and McCombs from 2015 to 2021. 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 various asset classes. The firm employs a centralized investment approach with a five-member Investment Policy Committee and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Sherry Mitterer is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and four years of industry experience. She has previously worked at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses both in-house and third-party investment managers and offers customizable portfolio options including tax management and responsible-investing screens.

Brandon Dwyer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked in various roles including at United Parcel Service and First State Bank. Outside of his advisory role, he manages operations for Red Lion Enterprises, LLC, overseeing property maintenance, animal care, livestock transactions, and tax filing. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.