Giovanni Gutierrez is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles at Oliva Partners Management, Woodforest National Bank, and several other firms across finance and technology sectors. 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 construct diversified portfolios and provides sub-advisory and retirement plan services.

Julio Bejarano is a financial advisor at J.P. Morgan Securities in Plano, TX, holding a Series 66 designation. He began his career with J.P. Morgan Securities in 2025 and has prior experience with JPMORGAN Chase Bank, American Fidelity, and several other companies. J.P. Morgan Securities 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 services through a centralized due-diligence framework.

Jose Oseguera is a financial advisor with Merrill in Frisco, TX, holding Series 66 and Series 63 designations and six years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A., as well as involvement with entrepreneurial ventures such as Rowtex Remodeling, LLC and JJP Dream Homes LLC. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Theodore Parks is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fisher Investments since 2019 and previously worked at Woodruff Sawyer & Co and TARGET. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware risk management strategies.

Tyler Bohannan is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC since 2023, and previously at Bok Financial from 2017 to 2019. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio management.

Paulinda Lee is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016, with a two-year break serving as a homemaker. 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 uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, incorporating tax-aware strategies and risk management techniques.

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs.

Chad Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 2019. 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 approach using both quantitative and qualitative methods and provides tax-aware strategies along with risk management techniques.

Ryan Edwards is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and two years of industry experience. His prior roles include work at UrbanFootprint, Ekata, and Unearth Technologies, as well as academic positions at Princeton University and the University of Tennessee Chattanooga. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a extensive network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Craig Koller is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he owns and operates a photography business, Craig T. Koller Photography, where he takes and sells photos online and at open-air markets. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management with a centralized investment decision process that integrates quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a notable client base outside the U.S. and extensive sub-advisory relationships.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years before joining OSAIC in 2023. Outside of his advisory role, he is Vice President of The McMurdie Group Inc. and owns an insurance business assisting clients with life, disability, and long-term care coverage. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed-account platforms using a combination of proprietary asset-allocation tools and third-party solutions.

Omar Tovar is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Vanguard Advisers and has previously worked at Charles Schwab and USAA in various financial planning and investment management roles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm’s scale and digital delivery model support a high client-to-advisor ratio, serving hundreds of thousands of client relationships.

Ethan Dawson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors, LLC and has operated a mobile detailing business. J.P. Morgan Securities 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. 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 individual and institutional clients.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. 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 approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Fisher Investments, he worked at Northwestern Mutual and J.P. Morgan, and he is involved in the wine industry through Ferris & Fletch Wine Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach with a combination of quantitative and qualitative analysis and provides services including sub-advisory and retirement plan management.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. 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 to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.