David Ko is a financial advisor at RBC Capital Markets with 28 years of industry experience. He has been with RBC Capital Markets since 2016 and holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s broad capital markets and affiliated asset management capabilities.

Jonathan Winer is a financial advisor with Fisher Investments, holding a Series 65 designation and two years of industry experience. He has worked at Fisher Investments since 2021 and previously was employed at Stetson University and Marist High School. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, as well as sub-advisory and retirement plan services. The firm uses a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques.

Shannon Smith is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2021, Smith worked at Amfit, Inc. for five years. 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 decision process using both quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Alex Van Fleteren is a Series 65-licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. Prior to joining Fisher Investments in 2020, he worked at the Michigan State University Investment Office and Northwestern Mutual. Fisher Investments provides discretionary portfolio management to a global client base of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. 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.

Aaron Blasinsky is a financial advisor at Fisher Investments with 5 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, Citizens Securities, Citizens Bank, AXA Advisors, and Union Home Mortgage. Outside of his advisory role, he owns Victoriam Digital, LLC, an internet marketing business that generates leads for small business owners. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with a focus on global diversification, tax-aware strategies, and risk management.

Maricelda Franco is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Merrill and Hilltop Securities Inc./Momentum Independent Network Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Toby Peters is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 credentials. He previously worked at Woodbury Financial Services, inc. for ten years and OSAIC for two years. Outside of his advisory role, he is an agent with Rycon Financial Group, LLC, where he is involved in the sale and service of traditional insurance products and CPA accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with available discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Martha Solomon is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services, Inc., Cambridge Investment Research Advisors, and First Dallas Financial Group, Inc. Outside of her advisory role, she has an additional business activity as a power of attorney. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Richmond Amponsah is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher Investments, he worked at NBT Bank for six years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative screening and qualitative research to manage diversified portfolios across various asset classes.

Mark Schechter is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Fidelity Management & Research, Uber, and TIAA-CREF. Schechter is based in Plano, Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jeffrey Ockwood is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Frisco, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Lorber is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2011. 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 process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jorge Monge Fallas is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2023. Prior to his current role, he spent 16 years at DXC TECHNOLOGY and is also affiliated with Universidad de la Cooperacion Internacional since 2022. 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 diversified portfolios and offers services including sub-advisory and retirement plan management.

Sindy Kong is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds the Series 66 credential and previously worked at Equitable Advisors and Axa Advisors, LLC. Kong is involved in additional advisory activities through ATLAS Advisory Group and MEDPRO Advisory Group and holds an insurance agent role. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with customizable discretionary and non-discretionary strategies.

Jess Zagurski is an Executive Planning Consultant at Fidelity Investments, a role held since 2025. Jess specializes in collaborating with clients to develop financial plans aimed at helping them work towards their financial goals. Jess has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant (2024-2025), Benefits Relationship Manager (2023-2024), and Workplace Planning Associate (2022-2023). Prior to joining Fidelity, Jess worked as a Branch Office Administrator at Edward Jones in 2022. Jess holds a California Insurance License. Outside of professional responsibilities, Jess has interests in fishing, fitness, football, hiking, and pets.

Lori Shelby is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with 16 years of experience at the firm. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds.

Anna Ray is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Fisher Investments since 2017 and previously at Merrill Lynch from 2015 to 2017. 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 uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Carter Green is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. He previously worked at Abba Fund and has been involved with Livada Orphan Care / Fundatia LOC. 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, and employs various risk management and tax-aware strategies.

Aaron Carlson is a financial advisor at Fisher Investments with 15 years of experience. He holds a Series 65 designation and is based in Plano, TX. 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 utilizes a centralized Investment Policy Committee and employs tax-aware processes and risk management strategies to construct globally diversified portfolios.

Brady Abbott is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Jersey Mike's Subs and Holly Donaldson Financial Planning and attended the University of South Florida. Outside of finance, he has spent time as a recreational umpire. 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 multiple asset classes. The firm utilizes a centralized investment committee and a combination of quantitative and qualitative research to construct globally diversified portfolios with tax-aware processes and risk management strategies.