Grant Garrett is a CFP® professional with 14 years of industry experience, currently advising at Fidelity. He has worked with various Fidelity entities since 2011 and serves as an adjunct faculty member at the University of North Texas, where he teaches a course on life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Dominic Ontiveros is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Patrick Chance is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has held roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2015, joining Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Trinidad Salinas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Salinas previously worked at Charles Schwab and LPL Financial. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and models. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Andreina Mundarain is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of her advisory role, she serves as a board director and treasurer for a homeowners association in Portland, Oregon. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, utilizing a centralized investment approach that combines quantitative and qualitative analysis to manage globally diversified portfolios. The firm serves a broad range of clients including pension plans, foundations, and high-net-worth individuals.

Blake Boughey is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. He has worked at Fidelity since 2021 and has previous experience at companies including Uber, DoorDash, and Amazon. 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 discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Jonathan Biedermann is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His previous roles include positions at Gina Biedermann DDS, Shielded Security, and various other companies across different sectors. 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 Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Kevin Parkhill is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Westlake, TX. He has 24 years of industry experience, including previous roles at USAA Investment Management Company and USAA Financial Advisors. Since 2020, he has been with Charles Schwab and Charles Schwab Bank. 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 options, utilizing multi-asset model portfolios and due diligence processes for alternative investments.

Jeremy Scott is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2019. He has one year of industry experience and previously worked at International Graphics & Nameplate and Washington State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment policy process that employs quantitative and qualitative methods to build diversified portfolios.

Lauren Behrens is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Investments for two years before joining Fisher Investments in 2018. 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 employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and risk management strategies.

Justin Goldberg is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for 19 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Diarvonda Ransom is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab since 2019 and previously at Prospera Financial Services, Inc. from 2016 to 2019. 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 and discretionary investment solutions using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive advisory network.

Jack Barron is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Tyler Stewart and Tyler Little. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Andrew Scarmardo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Vanguard entities since 2016 and previously spent one year at Equitable Advisors. 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 models to create personalized asset allocations, managing a large number of client relationships through its digital platform and extensive advisor team.

Zakariaa Bousfiha is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2019, following six years at TIAA and TIAA-CREF. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Harrison Molter is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his advisory role, he had experience in the food service industry and attended the University of Oregon. Fisher Investments serves a global clientele that includes institutional and private clients such as pension plans and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment policy committee and incorporates tax-aware strategies and risk management techniques.

Conor Shepard is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and having four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Banner Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

William Rice is a financial advisor at Fisher Investments in Plano, TX. He holds a Series 65 designation and has experience with Marotta Wealth Management and S&P Global Market Intelligence. He also worked in the climbing industry before entering financial services. Fisher Investments serves institutional and private clients worldwide, 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 employs tax-aware strategies and risk management techniques.

Graham Barrett is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab in 2021, he worked at Equitable Advisors for one year and has experience in non-financial roles including positions at Plainview Swim and Tennis Center and Louisville Boat Club. Charles Schwab & Co., Inc. serves a large client base mainly 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Chris Brefeld is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior roles include positions at Trajan Wealth, L.L.C., LPL Financial, and the Bank of Springfield. Brefeld holds the Series 66 designation and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals, using a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.