Ramy Rabi is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he held various roles across multiple sectors, including positions at StorageDefender and the University of Texas at Dallas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, and serves in advisory capacities for multiple registered investment companies and fund-of-funds.

Ryan Petty is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Gartner, Mr. Cooper, Walgreens, and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles with registered investment companies, use of AI in research, and formal advisory services to a range of financial products.

John Classe is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation and American General Securities Incorporated. He is involved in the sale of fixed insurance products as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, third-party asset management, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Brian Haeger is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked at Bose and held roles at JamesGroup Ministries and Hope for the Heart. He also has a background at the University of North Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations and advisory roles that set it apart among large institutional peers.

Jack Mathews is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked in various retail and outdoor-related positions. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Sara Lopez is a Series 65-licensed financial advisor at Fisher Investments with several years of industry experience, primarily within the firm since 2023. Prior to joining Fisher Investments, she worked at O9 Solutions and was involved with Elevate Life Church and Elevate Life Institute. Fisher Investments provides discretionary portfolio management to a diverse client base that includes institutional investors, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage globally diversified portfolios, employing tax-aware strategies and risk management techniques.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). J.P. Morgan Securities LLC 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hugo Navarro is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, Lumio, NEXA Mortgage LLC, HSBC Securities USA, Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening, qualitative research, and tax-aware strategies to construct globally diversified portfolios.

Lorrie Bradford is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for 11 years prior to joining Vanguard in 2026. Bradford also spent two years affiliated with Franklin University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily utilizes Vanguard funds and ETFs in its portfolios.

John Giamanco is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Wells Fargo, Scottrade, Inc., and Florida SouthWestern State College. He maintains an inactive insurance license. 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, with tax-aware strategies and risk management tactics.

Jeromy Shepherd is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Westlake, TX, and has held previous roles at Fisher Investments, First Command Financial Planning, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment guidance with access to alternative investments and centralized operational support.

Adam Baker is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Hilltop Securities Inc., NexPoint Securities, and Robinhood Financial. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative screening and qualitative research to create globally diversified portfolios.

John Hoffman is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior experience includes ten years at LPL Financial before joining Ameriprise in 2018, where he has worked in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Keegan Murphy is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His background includes service in the United States Army and roles in various retail and service organizations prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its service as a commodity pool operator, and its advisory roles to multiple registered investment companies.

Edsall Hilty Jr. is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2008. Charles Schwab & Co., Inc. 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 multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Vincent Avalos is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his career in finance, he spent five years at AEI Electric. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Tyler Blackwell is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware and risk management strategies.

Denis Vinicio Amores Gamboa is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments, he worked at Amazon for five years and has been affiliated with Universidad de Costa Rica since 2017. 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 globally diversified portfolios and implements tax-aware strategies alongside risk management techniques.

Gregory Hill Balandran is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at TD Ameritrade and Ryder Logistics. Outside of advising, he operates a notary service business. Charles Schwab 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.