Daniel Dipasquale is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Co from 2016 to 2020. Fisher Investments serves a global mix of institutional and private clients, offering 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 various risk management techniques including tax-aware strategies and defensive tactics.

Shelby Whiddon 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 2020, Shelby worked at Brighton Collectibles for two years and was affiliated with the University of Florida for four years. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Eric Loughran is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2010. 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 that integrates quantitative and qualitative research to manage globally diversified portfolios and offers a range of sub-advisory and retirement plan services.

Elliot Lozano is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Northwestern Mutual in various roles from 2022 to 2024 and was employed by CVS Health from 2020 to 2022. 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 multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and it manages risk through various strategies including tax-aware processes and defensive tactics.

Sergey Smirnov is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2017. His prior experience includes roles at TIAA, Tiaa, and The Vanguard Group. 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 and uses tax-aware strategies and defensive tactics to manage risk.

Tenisha Blair is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Her prior experience includes roles at USAA Financial Planning Services and USAA Investment Management Company. Outside of financial advising, she is involved in a travel agency business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gabriel Bauer is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. He is the founder and mixologist of Top Shelf History LLC, a business creating custom cocktails tailored to clients' tastes, history, and personality. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Gabriel Vallejo is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including IBC Bank, LPL Financial LLC, and TD Ameritrade. His current tenure at Vanguard Advisers and related entities began in 2026. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with various customization options.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Evan Suljic is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Fisher Investments, he was involved with several short-term business activities including All Hype LLC and Corvia Pay. Fisher Investments provides discretionary portfolio management to a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Tejveer Muhar is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including E*TRADE Securities LLC, ForUsAll, and The Vanguard Group. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to create globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Logan Auch is a Series 65-licensed financial advisor with three years of industry experience. He is currently with Fisher Investments and previously worked at Prime Capital Investment Advisors, LLC, and American Century Investment Services Inc. He also has experience in education, having worked at the University of Arkansas and Blue Valley Southwest High School. Fisher Investments serves a global mix of institutional and private clients, offering 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 techniques, and maintains extensive sub-advisory relationships worldwide.

Georgiy Shulikov is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2015. 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 globally diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Jarred Kriz is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fisher Investments since 2005. 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 process combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies alongside risk management techniques.

Kenneth Finke is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Frank Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2020 and brings extensive experience from nearly 30 years leading family offices, serving affluent families with a broad range of complex financial needs. His expertise includes managing investments, overseeing real estate development projects, and handling acquisitions and sales of operating companies and real estate holdings. Frank utilizes Merrill's goals-based approach to wealth management to help clients identify opportunities and address their financial objectives. Frank holds the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Public Accountant. He earned a Bachelor of Science in Accounting and a Master of Business Administration in Finance from the Kelley School of Business at Indiana University. While he has accounting credentials, Frank does not provide legal or tax advice in his role at Merrill. As a long-time client of Merrill and Bank of America, he values the comprehensive range of products and services they offer to help families achieve their goals. Outside of work, Frank enjoys playing tennis and golf. He is focused on delivering personalized wealth management services that align with clients' life priorities and aspirations.

Rene Gonzalez III is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial, Greengold Trading, and RJ Reynolds Tobacco. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Nahla Turner is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual Life Insurance Company. 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 personalized asset allocations primarily built from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Stephen Rudderham is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including roles at Fisher Investments since 2022, Florida Strategic Insurance, Northwestern Mutual, and the University of South Florida. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and combines quantitative and qualitative research to construct diversified portfolios, offering services including sub-advisory and retirement plan management.

Corina Green is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, Wells Fargo Bank, JPMorgan Securities, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers and programs, along with notable offerings in non-securities products such as affiliated trust custody and insurance services.