Jonathan Joplin is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business focused on small businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Patrick Rosborough is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 designations and three years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual, and self-employment. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. Vanguard Advisers delivers 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 methodologies and predominantly Vanguard funds and ETFs.

Joanna Knieberg is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gregory Clary is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials. He has one year of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Nicholas Montgomery is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has eight years of experience with the firm, having worked there since 2014. 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 with a centralized investment process that incorporates quantitative and qualitative research. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware strategies and risk management techniques.

Kristen Broersma Lozano is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. She has worked with Fisher Investments since 2019 in both the Portfolio Management Group and the 401(k) Solutions team. Prior to that, she held roles at Hanwha Energy US Holdings, Milk & Honey, OC Marketing US, and SagePoint Financial. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process that integrates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Brian Hamilton is a financial advisor with Fisher Investments, holding a Series 65 designation. He has one year of industry experience and joined the firm in 2025. His prior work includes positions at Village Fit, Southwestern Advantage, and East-West Ministries. 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 sub-advisory, retirement plan services, and specialized risk management techniques.

David Carlson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity and TD Ameritrade. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Francisco Rivera is a CFP® and ChFC® credentialed advisor with eight years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Goldman Sachs & Co. LLC, Lyft, Wrapify, The Ayco Company, L.P./Mercer Allied, Edward Jones, California Lutheran University, and Royal Prestige of California. 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 sub-advisory, retirement plan services, and separate account management.

Jose San Roman is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Consolidated Asset Management Services LLC and involvement with La Calle Tacos and The Club at Carlton Woods. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Timothy Andreolli is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Abbotts Frozen Custard, Standley Systems, and Pizza Hut. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Timothy Schluter is a financial advisor at Fisher Investments with 23 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2004. 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 utilizes tax-aware strategies and risk management techniques.

Richard Freas is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2021. 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 manages risk through various tactical strategies.

Oscar Minnix is a Series 65-licensed advisor at Fisher Investments with one year of industry experience. He previously worked at MAI Capital Management and held roles outside of finance, including positions at Park Place Technologies and Amazon. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Caroline Fogarty is a CFP®-certified financial advisor with Charles Schwab and Co., Inc., based in McKinney, TX, with four years of industry experience. Before joining Schwab, she worked at Keva Juice for three years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Evan Windisch is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Outside of his advisory role, Windisch coaches high school lacrosse, specializing as a goalie coach and running clinics for lacrosse goalies. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach through its Investment Policy Committee, utilizing quantitative and qualitative research to manage globally diversified portfolios with risk management and tax-aware strategies.

Jason Tarver serves as a Managing Director, Wealth Management Advisor, Portfolio Manager, and Managing Partner at Tarver & Campbell Wealth Partners within Merrill Lynch Wealth Management. He co-founded the practice in 1995 and leads a team that oversees over $6 billion in entrusted client assets as of May 2025. His role focuses on intentional wealth planning, portfolio construction, and asset allocation strategies to align with clients' long-term goals. With over 30 years of experience at Merrill Lynch, Mr. Tarver specializes in public and private equity markets, concentrated stock strategies, philanthropic consulting, estate planning, and tax-sensitive strategies. He also frequently shares his expertise as a guest speaker to enhance client relationships and wealth management practices. His professional achievements include consistent rankings among Barron's Top 1200 Financial Advisors from 2023 to 2025 and leading his team to recognition as one of Forbes 2023 Best-in-State Wealth Management Teams. Mr. Tarver earned his bachelor's degree from Texas A&M University and holds the Personal Investment Advisor (PIA) designation. He is actively involved with community organizations including Emily's Place, Preston Trail Community Church, and the Texas A&M Corps of Cadets Association. He resides in Frisco, Texas with his wife and twin daughters.

Marisol Umana Rivero is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2023, she worked at Amazon from 2012 to 2020 and held positions at La Artistica. 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, tax-aware processes, and risk management strategies to construct globally diversified portfolios.

Lauren Jacque is a Series 65 credentialed advisor at Fisher Investments with experience beginning in 2019 across various roles including mortgage and insurance services. She has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.