Steven Schaub is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2020. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended strategies. The firm’s investment process combines quantitative and qualitative research with centralized portfolio management and employs tax-aware and risk management techniques.

Bao Le is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at TD Ameritrade, E*TRADE Securities, and Personal Capital Advisors Corporation. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separate managed accounts, employing multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Brian Jones is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at firms including HomeBridge Financial Services and Primerica Advisors. Outside of advising, he serves as a part-time high school and college wrestling referee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers non-discretionary services through a select group of Wealth Advisors.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.

Luis Malpica is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. Prior to this, he held positions at On24, The North Face, Terranea Resort and Spa, and has been involved with California State Parks since 2015. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies in its portfolio construction.

Jose Pablo Lippi Ceciliano is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he held roles at Accenture, Microsoft, Dell Technologies, and Boomerang Wireless. 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 combining quantitative and qualitative research to construct diversified portfolios and manages risk using various strategies including tax-aware processes and defensive tactics.

Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gustavo Valencia is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within the company, including Investment Management Consultant II from 2020 to 2023 and Investment Management Consultant from 2019 to 2020. Prior to joining Fidelity Investments, Gustavo worked as a Financial Consultant at David Lerner Associates from 2015 to 2019. His professional experience spans financial consulting and investment management. Gustavo's approach to financial planning emphasizes collaboration with clients to develop strategies tailored to their individual financial goals and circumstances.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Phillip Eggers is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He previously worked at Raymond James Financial Services for nine years before joining LPL Financial in 2024. Outside of his advisory role, he is involved in several family-owned businesses, including serving as CEO of Super Duty Fans and owning Euclid Design Group and Eggers Stagecoach Farm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Madeleine Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Woodbury Financial Services and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Carmen Youngblood is a CFP®-certified financial advisor with Wells Fargo Advisors in Frisco, TX, bringing nine years of industry experience. She has held various roles within Wells Fargo and related entities since 2013 and briefly worked at CWM, LLC and Carson Wealth in 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad menu of planning options and integrating advisory services with other financial products through a large network of financial advisors.

Henry Jordan Jr. is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Justin Wade is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Fisher Investments in 2021, he worked at J.P. Morgan Securities LLC from 2019 to 2021 and Merrill from 2018 to 2019. 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 approach using both quantitative and qualitative analysis, along with tax-aware processes and risk management strategies.

Kyle Sprinkle is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. He joined Fisher Investments in 2022 after spending four years in full-time education and has additional work experience in the service industry. Fisher Investments serves a diverse global client base including institutional 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 and employs tax-aware and risk management strategies.

Michael Picco is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management through its broader platform of capital markets and research resources.

Todd Ellsworth is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2007. Outside of his advisory role, he participates in charitable and fraternal organizations including Shriners, Masons, and the American Legion, serving in leadership and committee roles. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes and employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios.

Cole Peterlin is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Elevate Insurance Agency Services LLC and Elevate Financial Planning and Wealth Management LLC. Peterlin also spent several years in educational roles at Liberty University and Perkiomen Valley High School. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management tools.

Drew Schlotter is a CFP® professional with five years of industry experience, currently working at Vanguard Advisers in Plano, TX. His prior experience includes roles at multiple financial firms and a decade of service in the US Navy. He is also affiliated with Tiny Seed Workshop and has held teaching positions at Creighton University and Texas A&M University. 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 investment approach using proprietary models and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Steven Shi is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.