Megan Carpenter is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with six years of industry experience. Her prior experience includes roles at Johnson Bixby & Associates and Farmers Insurance. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Colin Pomeroy is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked in construction and education from 2013 to 2025. 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 approach combining quantitative and qualitative research and employs tax-aware processes and defensive tactics to manage risk and positioning.

Richard Middleton II is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Javier Martinez is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has previously worked at Agia and Valic Financial Advisors. 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 various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and it manages risk through tax-aware processes and defensive tactics.

John Clausen Jr. is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Marcus Bates II is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and operated A Tailored Method, LLC. Outside of finance, he owns and operates Blk & Wht LLC, an e-commerce business, and creates non-finance related video content as a YouTuber. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs 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.

Erika Maye is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Brokerage Services since 2016. Outside of her advisory role, she serves as the treasurer for a homeowners association management company in Dallas, where she participates in quarterly meetings and assists with community activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diversified range of mutual funds, ETFs, and ETPs.

Imanol Meza is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, Meza worked at TD Ameritrade and held various positions outside the financial sector. 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 both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Kendra West is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. She has worked at Edward Jones since 2017 and has prior experience at AFlac, Fort Worth Lighting, and Tarrant County Junior College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Alexander Weymier is a financial advisor with Charles Schwab & Co., Inc. in Westlake, Texas, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and has a background in healthcare services. Outside of finance, he is co-owner and manager of Better Now, a music-related business, where he also plays bass. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Larissa Quesada Arroyo is a Series 65-licensed advisor with Fisher Investments in Plano, TX, joining the firm in 2025. She has prior experience at Convera and Concentrix, and worked at the University of Costa Rica from 2017 to 2023. Outside of advising, she is a co-owner of Encino Ediciones, an independent publishing house. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers a range of sub-advisory, retirement plan, and separate account services.

David Ryan is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Ameriprise and the University of Oklahoma. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Freeman is a Series 65-licensed financial advisor at Fisher Investments with 11 years of industry experience. He has worked at Fisher Investments in two periods, totaling 13 years, with a brief tenure at Personal Capital Advisors Corporation. 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 combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Kyle Nayfa is a financial advisor at Edward Jones with 21 years of industry experience, including 22 years at Edward Jones. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Kyle is involved as a director of JKAT Holdings, a drafts house style bar in Tyler, TX, and is an investor with a minority stake in Od Town Craft LLC, a bar in Lewisville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Christopher Pavlos is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has worked at Fisher Investments since 2019 and previously was employed by The Old Spaghetti Factory from 2015 to 2019. 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 centralized investment decision-making and tax-aware processes to manage risk and positioning.

Jacob Lee is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He previously worked at Guardian, New York Life, and Virgin Sturgeon. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kory Close is a financial advisor at Fisher Investments with six years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Merrill, and Massachusetts Mutual Life Insurance. Outside of finance, he was involved with Sweet Sammies from 2010 to 2019. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member Investment Policy Committee and offers sub-advisory and retirement plan services.

Eric Waite is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and four years of industry experience. His work history includes roles across multiple Charles Schwab entities since 2021, with prior experience at the YMCA, Department of the Navy, Aon, Yale-New Haven Health, Abercrombie & Fitch Co., and Western Connecticut State University. He has engaged in community-focused activities through repeated involvement with the YMCA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s scale and integrated structure enable access to multi-asset model portfolios, alternative investments, and centralized custody and order-routing services.

Katherine Kiere is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Resource One Credit Union. 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, delivering multi-asset model portfolios and alternative investment access within an integrated operational structure.

Devin Pajeau is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to his current role, he worked at firms including Equitable Advisors and AXA Advisors, LLC. He has also been involved in managing hospitality businesses such as The Creek Pub & Grill and Innisfree Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes oversight of affiliated and unaffiliated sub-advisers and incorporates AI-driven methods and established governance practices in its advisory services.