Bethany Huff is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Prosper Trading Academy, DoorDash, Talos Holdings, and Eagle Mountain Saginaw ISD. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and rigorous investment due diligence.

Kevin Cloud is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at ECI Software Solutions, Kayo Energy, Lifetime Fitness, and Albertsons. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Haley Goodman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Haley held roles at PACCAR Financial Corp., Charles Schwab, and has experience in various other positions across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and is noted for its use of advanced methodologies and formal governance practices.

Roberto Johannesen is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles in several companies including Concentrix, Comercial V y H, and Foundever. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, offering services such as sub-advisory management and retirement plan solutions.

Theresa Yong is a financial advisor at Fisher Investments with 21 years of industry experience. She holds the Series 63 and Series 66 designations and previously spent 20 years at Lincoln Financial Advisors Corporation before joining Fisher Investments in 2025. Yong also serves as president and director of the Foundation for Financial Literacy, a nonprofit focused on providing financial education to the community. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes with a centralized investment decision process and risk management techniques.

Brian Olson is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously worked at Citigroup Global Markets beginning in 1993. Olson holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Nathan Prange is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Arlington Independent School District for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

Jordan Campsey is a financial advisor at Edward Jones in Keller, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of nearly 24,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Kramer is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Rockefeller Financial LLC. 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 and risk management strategies.

Brady Harris is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including High Net Worth Service Associate, Help Desk in Client Services, Workplace Planning Consultant, Benefits & Planning Consultant in Executive Services, and Financial Consultant I before assuming his current position in 2025. His professional experience encompasses financial consulting and benefits planning, with a focus on helping clients plan for long-term financial well-being. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady has interests in food, movies, music, pets, photography, and traveling.

Sandra Davidson is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2001. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Clayton Greer is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his financial career, he spent five years at Pluckers Wing Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Daniel Lyon is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Fisher Investments, he worked at Citigroup, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, New York Life Insurance, and Nylife Securities. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Ernest Trader is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2000. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains distinctive roles such as commodity pool operator registration and formal advisory responsibilities to multiple registered investment companies.

David Smith serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been dedicated to helping families understand their financial needs, identify risks, and develop plans aimed at achieving financial security. Prior to his current position, David worked as a Retirement Relationship Manager at Fidelity Investments from 2006 to 2012 and as a Financial Advisor at Ameriprise Financial from 2005 to 2006. He holds insurance licenses in Arkansas and California. Outside of his professional work, David engages in activities such as fishing, football, outdoor adventures, and volunteering, and he values his role in parenthood.

Kyle Aten is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has one year of industry experience, including prior roles at Dallas Texas Consultants and several other employers across different sectors. 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 screening, qualitative research, and tax-aware strategies to manage globally diversified portfolios.

Robert Knous is a financial advisor with OSAIC based in Southlake, TX, holding Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for ten years. Outside of his advisory role, he is active as an insurance agent specializing in life and health insurance and owns a personal S corporation for income and tax reporting. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides a range of financial services and uses asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Pryor is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab, Kaplan International College, Amazon, Endurance International Group, TIAA-CREF, and Scottrade. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee and integrates quantitative and qualitative research to construct diversified portfolios while utilizing tax-aware strategies and risk management tools.

Patrick Shore is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He previously worked at Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company, and earlier held roles outside the financial sector in education and sports and marine industries. Fisher Investments serves a global client base including institutional investors 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 to construct diversified portfolios and manages risk through tax-aware processes and various defensive strategies.

Timothy Nelson is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments provides discretionary portfolio management to a diverse global clientele, including institutional and high-net-worth private clients. The firm employs a centralized investment approach combining quantitative and qualitative research to build diversified portfolios, with services that include sub-advisory and retirement plan management.