Alexandra Griffis is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 designations and six years of industry experience. She has worked at Charles Schwab since 2019 and has prior experience with Emerald Media Group and the University of Oregon. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated investment, custody, and brokerage services.

Emerson Munoz is a financial advisor at Fisher Investments with a Series 65 credential and over four years of professional experience spanning various roles prior to joining the firm. His background includes positions at Ideal Talent Group, Network Up, and multiple roles connected to the University of South Florida. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Joshua Evers is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at the University of Texas at Dallas and was involved with Karate for Kids for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios incorporating algorithmic and AI-based methods.

Mary Smelser is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she serves as a FINRA Dispute Resolution Arbitrator and is involved in buying and selling horses as well as operating a blinds installation business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Khadijah Martin is a Series 65 licensed financial advisor at Fisher Investments with eight years of experience at the firm and a total of five years in the industry. Prior to joining Fisher Investments, she worked at H&K International for two years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process with tax-aware strategies and manages a significant non-U.S. client base along with extensive sub-advisory relationships.

Alexandria Secreast is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Prime Meridian Bank and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Graeme Palmersheim is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at Hillcrest, ESP Supply, and Gecho Construction. 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 Policy Committee for portfolio construction and employs tax-aware processes and risk management strategies.

Isabel Finkbeiner is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Before joining Fisher Investments, she held roles including work with Catholic Campus Ministry at SMU and several positions during her academic career at Southern Methodist University. 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 approach combining quantitative and qualitative research and provides tax-aware portfolio management and risk strategies.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Roman Garbuz is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked previously at Citizens Bank and JPMorgan Chase & Co., and has been with Fisher Investments since 2021. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment policy committee to manage diversified portfolios with tax-aware and risk management strategies, and it maintains significant sub-advisory relationships and a substantial non-U.S. client base.

Frederic Woods is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several automotive and motorcycle dealerships. Fisher Investments provides discretionary portfolio management for a diverse client base, including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Maximus Panday is a Financial Consultant at Fidelity Investments. In his role, he works with clients to co-create and implement tailored, comprehensive plans aimed at progressing toward their financial goals. Maximus has held various positions within Fidelity Investments since 2013, including Investment Management Consultant II and Workplace Planning Consultant III. He holds insurance licenses for Arkansas and California.

Michael Riccardi is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Pathstone for three years. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management techniques.

Vincent Nuno is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. 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 process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Diana Sisk is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Fidelity Investments since 2013. She holds a Series 63 license and is a partner in BRD I Partnership, Ltd. located in Waco, Texas. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including multi-manager structures and registered investment companies.

Kelsey Bunner is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her background includes roles at Charles Schwab Bank SSB and Charles Schwab, as well as prior work in retail and municipal positions. 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 affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

Alexander Leiken is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments in 2022, he worked at RVK, Inc. for ten years. Outside of his advisory role, he is a minority shareholder and secretary of a family real estate holding company, where he provides occasional strategic investment advice. 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 investment process combining quantitative and qualitative analysis to construct diversified portfolios and uses tax-aware strategies and risk management techniques.

Jeffrey Moore is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Fisher Investments since 2008. 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 combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Kianna Farrar is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at Uber Eats and multiple positions at the University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm is notable for its advisory roles to registered investment companies and use of advanced technology in portfolio management.