Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Townson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and employs systematic methodologies and oversight controls in its management approach.

Sarah White is a financial advisor at Charles Schwab with three years of industry experience. Prior to joining Schwab, she worked at TD Ameritrade and Warstic, and has experience in media and consulting. Outside of finance, she hosts and produces a music podcast and is involved in retail activities including managing a vintage booth with her family and selling curated items online. 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a comprehensive due diligence process.

Nicholas Starkweather is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with five years of industry experience. His prior roles include positions at Hunt Oil Company, LSU, Arbor Wealth Management, and Newk's Eatery. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios with tax-aware strategies and risk management techniques.

Linda Trevino Marroquin is a financial advisor at Fidelity with a Series 66 designation and experience spanning multiple roles, including prior positions at Wells Fargo, AT&T, and service in the Army. She has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves as an advisor to multiple registered investment companies.

Sara To is a financial advisor at Fidelity with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and designs model portfolios for intermediary platforms.

Jaclyn Leonard is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at TDAmeritrade, BBVA Securities Inc., and Compass Bank, among other firms. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab’s in-house research and due diligence.

Alex Richey is a financial advisor at Fisher Investments with 12 years of industry experience and holds a Series 66 designation. Prior to joining Fisher Investments in 2017, he worked at PMB Capital Management and Center Street Securities, Inc. He also briefly operated Pearl Street Tap House in 2017. Fisher Investments serves institutional and private clients worldwide, 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 tax-aware strategies and various defensive tactics.

Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2009. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.

Christian Castaneda is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. His prior work experience includes roles outside finance across various sectors such as retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies.

Samantha Tovias is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Before joining Fidelity, she worked at First Convenience Bank for five years and has previous experience in customer service roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Justin Paul is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses. He has recently begun his career in the industry, joining Charles Schwab in 2026 after prior experience at Robinhood Markets, Inc. and completing his education at Louisiana State University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by in-house research and alternative investment options.

Kolby Harry is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior roles include positions at Pathward Financial and JP Morgan. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Briana Nguyen 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 in various roles including at Composure Studios and Grayhouse Events Atelier. Outside of her advisory work, she serves as a shift lead and barista at a teahouse in Euless, Texas. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolio delivery with oversight controls and specialized roles in commodity pool operation and registered investment company advisory.

Elizabeth Soto Calva is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2020. Prior to her advisory role, she was a homemaker and community volunteer with The Ferreyra Family. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, integrating brokerage, custody, and advisory services within a centralized operational structure.

Matthew Danahy is a CFP® with 10 years of industry experience, currently advising at Fisher Investments since 2020. He previously worked at The Vanguard Group, Inc. from 2016 to 2020. 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 that combines quantitative screening, qualitative research, and tax-aware strategies to manage risk and construct diversified portfolios.

Hunter Phillips is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Bedrock Logistics and Elston Nationwide. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk-management techniques.

Luis Del Carpio Oviedo is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining Fisher, he worked at Pfizer, P&G, ULACIT, and Saint Mary High School. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and a combination of quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Christine Atwell is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to her current role at Fidelity Investments, she was affiliated with Fidelity Brokerage Services, LLC for seven years and has experience as a self-employed professional and in design through Christine & Co. Design, LLC. She was also involved with the Plaza Theater Company for eleven years. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves in advisory capacities to registered investment companies and fund-of-funds.

Naomi Pent is a Series 65-credentialed financial advisor with five years of industry experience, currently with Fisher Investments since 2020. Prior to joining Fisher, she worked for the County of Hawaii and Hale Hoola Hamakua. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment policy committee and combines quantitative and qualitative research to construct diversified portfolios, incorporating tax-aware strategies and risk management techniques.