Benjamin Pyron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior career includes roles at Stine Enterprises LLC and Hawaiian Bros Island Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies and fund-of-funds.

Michael Colello is a CFP®-certified financial advisor at Fisher Investments with one year of industry experience. He previously worked at The Washington Trust Company for five years and held roles at several other financial firms. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, utilizing a centralized investment process that incorporates quantitative and qualitative research to build diversified portfolios. The firm serves pension plans, foundations, investment companies, and high-net-worth individuals, offering sub-advisory and retirement plan services.

Dylan Greene is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2026. Outside of finance, he is active in the performing arts as a bassist, songwriter, producer, and vocalist involved in music production and performance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized custody and research capabilities.

Stormy Mitchell is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2019, Mitchell worked at J. P. Morgan Chase and PLS Check Cashiers. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Laura Gentry is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2005. Outside of her advisory role, she serves as secretary and treasurer of her husband's business and is the sole owner of Warren-Gentry Enterprises, Inc., a corporation maintained for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Rebecca Prichard is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at TD Ameritrade and AR Services, as well as work with Fundraise with Unique. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.

Elliott Grisham is a financial advisor with Fisher Investments and holds a Series 66 designation. He has 12 years of industry experience, including previous roles at Bank of the West, Bancwest Investment Services, Inc., and Social Finance, Inc. since joining Fisher Investments in 2019. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various defensive tactics and tax-aware strategies.

Carter Clark is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has previously worked at Sewell Automotive Companies and PGA Superstore. Carter studied at Texas Tech University from 2018 to 2022. Fisher Investments serves a global mix of institutional and private clients, including pension 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 combining quantitative and qualitative research, with tax-aware processes and risk management strategies.

Raul Saucedo Sanchez is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Arm Roofing, LLC, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Matthew Slaten is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and one year of industry experience. He previously worked at First United Bank and Trust for several years and is also an analyst at Slaten Property Advisors, where he is involved in commercial property appraisal and workflow development. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across various asset classes with a centralized investment policy committee that uses quantitative and qualitative research to construct diversified portfolios.

James Hill is a Planning Consultant with experience in retirement planning, having worked at Fidelity Investments in various capacities from 2021 to 2026. His roles included Retirement Planner Associate, Retirement Planner, and Director, Retirement Planner. He holds insurance licenses in Arkansas and California, enabling him to provide insurance-related financial guidance. James works with families to understand their financial needs and goals to co-create financial plans aimed at achieving financial security. Outside of his professional work, James has interests in board games and football.

Conner Paty is a financial advisor with Charles Schwab based in Westlake, TX, holding Series 66 and Series 63 licenses and with five years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022, and previously at TD Ameritrade from 2020 to 2022. 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 accounts. The firm provides integrated advisory, brokerage, custody, and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Alexander Marfori is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Schwab, his work history includes roles in retail and full-time education. Charles Schwab & Co., Inc. serves a large client base of 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 provides integrated custody, brokerage, and advisory services.

Lesa Lynn is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. She has been with Fisher Investments since 2024 and also owns StratFlo, LLC, a business focused on helping owners implement strategies and tools to improve their processes and encourage growth. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across multiple asset classes and utilizing a centralized investment policy committee to construct diversified portfolios with tax-aware and risk management strategies.

James Glennon is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 66 designations with three years of industry experience. He previously worked at Paychex from 2021 to 2024 and Lenox Advisors from 2014 to 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Karen Vergara is the Vice President and Branch Leader at Charles Schwab in Pasadena, California. In her role, she leads a team of financial professionals focused on providing a differentiated client experience. She aims to contribute to a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Karen has extensive experience in branch management within the financial services industry. Her previous roles include Vice President Branch Manager positions at TD Ameritrade from 2018 to 2019 and at Scottrade from 2014 to 2018. Outside of her professional responsibilities, Karen is engaged in various personal interests including spending time at the beach, participating in family activities, social events with friends, parenthood, traveling, and volunteering.

Todd Skogen is a financial advisor at Fidelity Investments with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Farmers Financial Solutions, and SWL Advisory. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Huy Jonathan Nguyen is a financial advisor at Fisher Investments with credentials including the Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. Fisher Investments provides discretionary portfolio management for a global client base of institutions 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.

Jeremy Kresge is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been affiliated with Fidelity Brokerage Services LLC since 2005 and currently works with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he owns a mineral property generating royalties from oil and gas leases. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Taeshima White is a financial advisor at Fidelity with 19 years of industry experience. Prior to joining Fidelity, White worked at Robinhood Financial and Charles Schwab. Outside of advising, White is the sole proprietor of SheroShift, a coaching business based in Phoenix, Arizona. 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 manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio services, and holds distinctive registrations such as with the CFTC as a commodity pool operator.