Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Paul Phillips is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at firms including First Command Financial Services, Mission Square Retirement, U.S. Bancorp Investments, and Schwab Private Client Investment Advisory. Phillips maintains an insurance license but has no other business activities reported. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Matthew Kenny is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, he has experience in the food service industry. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Justin Tulley is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2024, he held positions at Mutual of Omaha Insurance Company and various non-financial roles. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Isaac Noles is a financial advisor at Fisher Investments with six years of industry experience. He has held his current position since 2017 and previously worked at Pacific Lutheran University from 2015 to 2017. Isaac holds a Series 65 designation and is based in Plano, Texas. 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 various asset classes. The firm centralizes investment decisions through a committee that uses quantitative and qualitative methods to manage diversified portfolios, employing tax-aware and risk management strategies.

George Conzelman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2023, he held roles in various sectors including hospitality and maintenance. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Christopher Pham is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and FIDELITY Brokerage Services LLC. Pham is based in Plano, TX and has been with Fisher Investments since 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 leverages a centralized Investment Policy Committee and employs tax-aware strategies and various risk management techniques in its portfolio construction.

John Aleva is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Miami University, Elkhart Public Defenders, Winston Products, John Carroll University, Morgan Stanley, and Gilmour Academy. Fisher Investments provides discretionary portfolio management services to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Matthew Bell is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Innovative Strategies and Equity Services, Inc. Outside of his advisory role, Bell owns Bell Annuity Concierge, a consulting business focused on supporting fixed and indexed annuity sales. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and planning services, operating over $256 billion in assets with more than 10,000 advisors nationwide.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Ellington is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Plano, TX, and has five years of industry experience. Her prior roles include positions at Wells Fargo Private Bank and Waterfall Wealth, LLC, an investment-related business she owns. She also holds law and CPA licenses in Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo’s research and planning tools to develop tailored recommendations, allowing clients to choose how to implement them through various brokerage or advisory programs.

Cameron Sanborn is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. He has been with Fisher Investments in various roles since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies, including tax-aware processes and defensive tactics.

Justine Hwaynate is a financial advisor at Morgan Stanley in Dallas, TX, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and the University of California, Davis. Outside of her advisory role, she engages in educational and technology-related contract work, including scoring student exams and participating in global scientific studies. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and the use of firm-approved modeling tools but does not offer individual security recommendations as part of standalone planning services.

Michael Hostetler is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Carecard, ESPN/MING, and ABA Success. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Patrick Hawkins is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab and Co., Inc., as well as multiple USAA affiliates. Hawkins serves as a Captain and Logistics Officer in the US Army Reserves. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.