Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Braden Blackford is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill for three years. 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 with a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques across equity, fixed-income, and blended mandates.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and previously held roles at Exencial Wealth Advisors and Frontier Investment Management. Ventura is also an officer of MJV Ventures, LLC, a private investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Diane Ly is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previous work experience at The University of Texas at Dallas, Bank of America, and The Walt Disney Company. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Adam Replogle is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Prior to that, he was employed by the National Collegiate Athletic Association and Indiana University. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware processes and risk management tactics in its portfolio construction.

Carla Jenkins is a financial advisor at Fisher Investments with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2002. Fisher Investments serves a global client base that includes institutional and private clients such as 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 approach combining quantitative and qualitative analysis, tax-aware processes, and various risk management techniques.

Logan Redey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. His background also includes roles in behavioral research and sports with the Dallas Jackals. 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’s investment approach combines quantitative screening and qualitative research to construct diversified portfolios using tax-aware strategies and risk management techniques.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Raymond James Financial Services, Inc. from 2018 to 2023 and has been with Merrill since 2023. Merrill, together 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, pension plans, corporations, and charitable organizations.

Erik Lopez is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Fidelity Investments from 2023 to 2026. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Ronald Naperala is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Poseidon Wealth Management and Pacific Advisors, and he served in the U.S. Navy for 22 years. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Patrick Moes is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His work history includes roles at NW Food & Gifts, Linfield University, and the Boise School District. 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 and offers tax-aware strategies, sub-advisory services, and manages both separate accounts and pooled investment vehicles.

Mitchell Tuffey is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2022. Prior to this, he was employed at Hope Christian Schools: Fidelis and Wisconsin Rental Center. 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 screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Matthew Galpert is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 66 designation and is based in Frisco, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with a nationwide network of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Lucas Le Blanc is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, he is involved as a member and majority owner in companies related to mineral royalties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. 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 multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a financial advisor at Fisher Investments in Plano, TX, with nine years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware strategies and risk management techniques.