William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.

Brad Mccollester is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, SunTrust Bank, and United Parcel Service. 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 employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and uses various risk management and tax-aware strategies.

Christian Wright is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Inc. and Thinkorswim Inc. before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Donovan Bailey is a Series 66-credentialed financial advisor with Edward Jones in Argyle, TX, bringing two years of industry experience. Prior to joining Edward Jones, he worked in education at Fort Worth ISD and held roles in the specialty coffee industry. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

Carson Moen is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2025. Prior to his financial services career, he held positions in retail and logistics. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Dillon Powell is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2024. Prior to joining the firm, he held roles at the University of Florida, Ingram Financial Group, LEGOLAND Florida Resort, and Lakeland Christian School. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and provides sub-advisory and retirement plan services.

Daniel Gliane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 1997. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Jennifer Hawkins is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and an integrated operational structure.

David Ducre is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles in public schools and community organizations, such as the Lawton Salvation Army Boys & Girls Club and Cameron University Recreation Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Elijah Cummins Mikkalson is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Florida Financial Advisors and has held various roles including research at Eckerd College's Health and Well-Being Lab. Fisher Investments serves a global client base of institutional and private investors, offering 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 manages multiple types of accounts including sub-advisory and retirement plans.

Andrew Shaw is a Series 65-registered financial advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments, he was associated with Florida Financial Advisors and held roles outside the financial sector, including positions at Techtronic Industries and CarMax. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment approach that combines quantitative and qualitative research and employs tax-aware and risk management strategies across a range of equity, fixed-income, and blended mandates.

Kia Mohajeri is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at Rising Capital and spent time in education at Viera Charter/High School and Florida Atlantic University. 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 approach combining quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Jocelyn Linares is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at TIAA, Charles Schwab & Co., and UNTS, as well as various positions outside the financial sector. Fisher Investments serves a global client base of institutions and high-net-worth individuals, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios, employing tax-aware strategies and risk management tools.

Emily Patlan Lara is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked as a pharmacy technician at Sam's Club, assisting patients with prescriptions. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

Francisco Guerrero is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arvest Bank and Empower Advisory Group. Guerrero is also a commissioned notary in Fayetteville, Arkansas. Fisher Investments serves a global client base that includes institutional investors 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 and employs tax-aware strategies and defensive tactics to manage risk and positioning.

William Thrasher is a Series 65-licensed financial advisor with Fisher Investments, located in Plano, TX, and has eight years of industry experience. He previously worked at Boise River Insurance for one year before joining Fisher Investments in 2017. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative screening and qualitative research to manage globally diversified portfolios with various risk management techniques.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.