Phillip Eggers is a financial advisor with LPL Financial in Plano, TX, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Raymond James Financial Services for nine years and had an earlier tenure with LPL Financial from 1998 to 2015. Beyond his advisory role, he is involved in several family-owned businesses, including as CEO of Super Duty Fans and as a silent owner of other companies related to ceiling fans and interior design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Carmen Youngblood is a CFP® with 10 years of experience, currently with Wells Fargo Advisors in Frisco, TX. Her prior work experience includes various roles within Wells Fargo entities and a brief tenure at CWM, LLC and Carson Wealth. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with banking and securities-based lending, delivering tailored recommendations supported by proprietary research and planning tools.

Henry Jordan Jr. is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Justin Wade is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Fisher Investments in 2021, he worked at J.P. Morgan Securities LLC from 2019 to 2021 and Merrill from 2018 to 2019. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative analysis, along with tax-aware processes and risk management strategies.

Kyle Sprinkle is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. He joined Fisher Investments in 2022 after spending four years in full-time education and has additional work experience in the service industry. Fisher Investments serves a diverse global client base including institutional 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 and employs tax-aware and risk management strategies.

Michael Picco is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management through its broader platform of capital markets and research resources.

Todd Ellsworth is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2007. Outside of his advisory role, he participates in charitable and fraternal organizations including Shriners, Masons, and the American Legion, serving in leadership and committee roles. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes and employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios.

Cole Peterlin is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and previously worked at Elevate Insurance Agency Services LLC and Elevate Financial Planning and Wealth Management LLC. Peterlin also spent several years in educational roles at Liberty University and Perkiomen Valley High School. 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 to construct diversified portfolios and utilizes tax-aware strategies and risk management tools.

Drew Schlotter is a CFP® professional with five years of industry experience, currently working at Vanguard Advisers in Plano, TX. His prior experience includes roles at multiple financial firms and a decade of service in the US Navy. He is also affiliated with Tiny Seed Workshop and has held teaching positions at Creighton University and Texas A&M University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Nicholas Wilson is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he was employed at Lyft, Lantana Communications, and Fidelity Brokerage Services. Outside of his advisory role, he rents a spare room on Airbnb for supplemental income. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and affiliated services under a fiduciary standard. The firm is notable for its extensive retail advisor network and its additional capabilities, including a trust company and securities-based lending.

Steven Shi is a financial advisor at Wells Fargo Clearing in Dallas, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Chelsea Casto is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2026, she held positions at Rokrbox, Texas A&M University, and Front Burner Society. 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 screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Tyrone Tubbs is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His previous work includes positions at Sandia National Laboratories, Gexpro Services, and Prairie View A&M University. 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 that integrates quantitative and qualitative research to construct globally diversified portfolios and provides tax-aware risk management strategies.

Alexander Tiner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Nylife Securities LLC, New York Life Insurance Company, and TD Ameritrade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Raoul Shroff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He began his career in 1999 after graduating from Southern Methodist University with a Bachelor's Degree in Marketing. Raoul has six years of experience with JPMorgan Chase and has spent over 16 years with Merrill Lynch, where he was a partner with his father who started the practice in 1982. Specializing in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, Raoul focuses on helping individuals and families develop personalized strategies aligned with their financial goals. His approach emphasizes understanding what clients want their money to achieve, enabling tailored guidance and solutions. Raoul holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. He lives in Frisco with his wife, Sheena, and their two sons, Jayden and Liam. Outside of his professional work, he enjoys coaching his boys in football and baseball, and has interests in music and film.

George Mc Coy Jr. is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Systeem-Medical and MedNetworx. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Craig Callon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2023. His prior experience includes roles at Hilltop Securities, Mass Mutual Investors Services, Park Avenue Securities, Guardian Life Insurance, Fidelity Brokerage Services, and Ameriprise Financial Services. In addition to his advisory work, he teaches dual credit U.S. history as adjunct faculty at Collin College. Fisher Investments provides discretionary portfolio management services to a diverse global client base, including institutional and high-net-worth investors. The firm uses a centralized investment approach combining quantitative and qualitative research to manage equity, fixed-income, and blended mandates, employing tax-aware strategies and risk management techniques.

Jose Mena Gallegos is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Hewlett Packard Enterprise from 2020 to 2023 and has held roles in real estate and business internships. 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 and qualitative research and offers sub-advisory, retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Jorge Dall Anesse Vargas is a financial advisor at Fisher Investments, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Acuity Knowledge Partners, Tegus, and academic work at the Tecnologico de Costa Rica and Universidad de Costa Rica. 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 offers sub-advisory and retirement plan services.

Michelle Addington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of advising, she is involved in a real estate business as an owner and partner of AM Properties LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supporting a large client base through its digital platform and team servicing model.