William Moss is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. He has been with Fisher Investments since 2019 and previously attended Chapman University. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm combines quantitative screening and qualitative research through a centralized investment committee to manage diversified portfolios and employs tax-aware processes and various risk management tactics.

Shawn Mechler is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, and is the owner and managing member of Positive Planning Wealth Advisors LLC. Mechler has prior experience with Avantax and 1st Global Advisors, Inc. Outside of his advisory work, he manages an irrevocable trust as a trustee and owns a financial services LLC that supports his strategic planning partnerships. Cetera Investment Advisers LLC is an SEC‑registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi‑manager platform with a variety of portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Ivanna Tomashchuk is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and algorithmic methods.

Christopher Vogt is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2012. He has 11 years of industry experience. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee to guide its investment decisions and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Sara Stoll is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Sewell Automotive Companies for eight years. Sara is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Zachary Lehrsch is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and 8 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he is a partner and co-founder of HL Executive Holdings LLC, an online retail business selling items on Amazon. Fisher Investments provides discretionary portfolio management services to a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Katie Rutter is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for five years before joining Fisher Investments in 2021. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member Investment Policy Committee and provides a range of services including sub-advisory, retirement plan management, and separate account management.

Thomas Harris is a CFP® professional with 20 years of industry experience, currently with Edelman Financial Engines since 2026. He previously worked at Fisher Investments for eight years and held roles at Farmers Financial Solutions, Farmers Insurance, and Fidelity Investments. He is a managing member of The Cheerful Quill, a digital publishing and retail startup run by his wife, though he is not involved in its operations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions focused on diversified model portfolios and long-term strategies.

Leslie Standridge is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Leslie has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and Fidelity Investments. Leslie is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Bradley Riche is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at APEX Supply Company and Best Buy, as well as time at American University. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Gallen Ho is a Series 66-licensed financial advisor with Fisher Investments, where he has worked since 2004. He has 23 years of industry experience and is based in Plano, TX. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized, committee-driven investment process that integrates quantitative and qualitative analysis to construct diversified portfolios and manages risk through tax-aware and defensive strategies.

Sylvia Beasley is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and StubHub. Charles Schwab serves a large client base primarily composed 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 employs a multi-asset investment approach supported by its in-house research and alternative investment offerings.

Zachary Schinske is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2024, following experience at Sollers Consulting and Moracz Private Schools. 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 and employs tax-aware strategies and risk management techniques in its portfolios.

Megan Fehribach is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes multiple roles at TD Ameritrade and a longstanding position with The Janis Tarsha Trust since 2015. She is based in Westlake, TX. 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational platform across a large client base.

Matthew Rhoads is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and was previously with Merrill from 2014 to 2020. Charles Schwab & Co., Inc. serves a broad client base, 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 a predominantly non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Isaac Elimian is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over a decade of experience in the financial services industry, having previously worked as a Portfolio Specialist and Workplace Planning Consultant at Fidelity Investments, as well as a Client Relationship Consultant at TIAA. Throughout his career, Isaac has focused on helping clients develop and implement tailored, comprehensive financial plans aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California.

Benjamin Lasher is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with nine years of industry experience. He has been with Fisher Investments since 2016. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative screening, qualitative research, and tax-aware processes to construct globally diversified portfolios.

Darrius Lee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Before joining Charles Schwab in 2023, he worked at TD Ameritrade from 2021 to 2023 and has experience in various roles outside finance. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.

Nathan Rogers is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab, he worked in various roles including positions at Fresh Door Properties and Life Time Fitness. Charles Schwab & Co., Inc. serves a large client base, 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 options supported by multi-asset model portfolios and centralized operational infrastructure.