Lucas Lawson is a financial advisor with OSAIC in Lewisville, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked for Signator Investors, Inc. for 13 years before joining OSAIC in 2018. Outside of his advisory role, Lawson is a founding partner of NFOCUS Financial Partners. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Terra Moriarty is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where she has worked since 2010. She has 13 years of industry experience. 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Mackenzie Patla is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. Before joining Fisher Investments in 2025, Patla worked at the University of Florida and Perkiomen Valley School District. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management through a centralized investment committee that uses both quantitative and qualitative methods to create diversified portfolios. The firm also offers sub-advisory and retirement plan services and manages a variety of investment vehicles, including separate accounts and collective funds.

Luke Bradley is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. He has been with Fisher Investments since 2015 across various roles within the firm. Fisher Investments serves a global range 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 decision process combining quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Bradley Perry is a financial advisor with Charles Schwab in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2014. Perry receives residual insurance commissions from prior business activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm’s integrated structure supports a large client base with centralized supervision, custody, and order routing.

Sarah Beauchamp is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has four years of industry experience. Prior to joining Fisher Investments in 2019, she worked at Triad Technology Group and NW Natural. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Jake Hughes is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 10 years of industry experience and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Jeffrey Trapp is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2000 and Quasar Distributors, LLC since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using centralized investment decisions that combine quantitative and qualitative research, employing tax-aware processes and risk management tactics.

James Chandler is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Merrill, Bank of America, Deutsche Bank Securities, and Banc of America Securities. Outside of his advisory role, he is a co-owner of Tejas2036, LLC, a real estate business he established with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Kristan Seale is a financial advisor with Robert W. Baird & Co. in McKinney, TX, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Robert W. Baird & Co. since 2014. Outside of her advisory role, she is the owner of Seale Interiors, LLC. Seale is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Zeph Rouquette is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Rouquette operates his own financial planning practice through a business he owns, ZAR Operations. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement income planning, with a focus on Ameriprise-managed accounts.

Bill Carter is Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he works with a select group of high net worth families to understand their unique wealth systems and align the structure of their wealth with their personal goals. He aims to facilitate impact and legacy for clients within his sphere. Bill has been with Fidelity Investments since 2010, occupying positions including Account Executive, Regional Planning Consultant, and Vice President Wealth Management Advisor. His experience spans more than a decade, focusing on comprehensive wealth management and planning. He holds a California Insurance License.

Ry Cardeilhac is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AllianceBernstein Investment, Inc., Raymond James Financial, and served in the United States Marine Corps. 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 process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Omair Beg Chaghtai is a Series 65 licensed advisor at Fisher Investments with experience beginning in 2025. His previous roles include positions at UIF Corporation and Globe Life Liberty National Division: The Poe Agencies, as well as 13 years at BMA Capital Management Limited. He is a partner in a Texas-registered LLC that was formed to acquire and operate a coffee shop franchise but has no current operations. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios.

Colby Neal-Tan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He joined Fidelity in 2017, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, he worked as a Servicing Advisor at Orange Capital Management, Inc. from 2015 to 2017. Colby's professional focus is on helping clients create and execute financial plans tailored to their individual needs and family goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice and services.

Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he spent six years at FIDELITY Personal and Workplace Advisors. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Cole Merrick is a financial advisor at Fisher Investments with a Series 65 credential and six years of experience at the firm. His prior work history includes positions at UCSB and Bank of the West. 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 approach combining quantitative screening and qualitative research to manage globally diversified portfolios, including tax-aware processes and risk management techniques.

Cameron Toal Philipsen is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. 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 approach that combines quantitative and qualitative research to construct globally diversified portfolios.

David Davenport is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fisher Investments since 2018, following roles at First Command Advisory Services and related affiliates from 2014 to 2018. Fisher Investments serves a diverse global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management through a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios, incorporating tax-aware strategies and risk management techniques.