William Haugh is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2007 and previously worked at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. 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, research-driven investment approach and manages risk using various tactical strategies while offering sub-advisory and retirement plan services.

Andrew Bean is a financial advisor at Fisher Investments with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management and sub-advisory services across a range of investment mandates. The firm employs a centralized Investment Policy Committee to construct diversified portfolios using quantitative and qualitative methods, and it utilizes tax-aware strategies and defensive tactics to manage risk.

Adam Elghandour is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2017, he worked at TD Ameritrade and its related entities from 2013 to 2017. 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 applying an ESG eligibility framework in its recommendations.

Caleb Soukhamneut is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Valley Bank, First Command Advisory Services, and Northwestern Mutual. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Raylie Eshelman is a financial advisor with Equitable Advisors in Richardson, TX. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Equitable Advisors, Raylie worked at Axa Advisors and has experience at the University of Texas at Dallas and with Charlie Eshelman. He also operates a business known as Eshelman & Associates. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services through credentialed representatives.

John Onufreiczuk is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Schwab Wealth Advisory, TIAA, Empower Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. 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 approach using proprietary models to construct largely Vanguard fund-based portfolios with tax-aware features and customization options.

Franklin Ngai is a financial advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Charles Schwab and has a background that includes roles in education and recreation. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates, with investment decisions made by a centralized committee using quantitative and qualitative research methods.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. 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 investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Damien Dhossche is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2024, his background includes roles at Natures Choice and Hollywood Feed. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative and qualitative research.

Dylan Barbieri is a CFP®-credentialed financial advisor with three years of industry experience, currently with Fisher Investments since 2026. Prior to joining Fisher, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, he has experience with the Tallahassee Volleyball Academy. 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 process combining quantitative and qualitative research and offers tax-aware strategies and risk management tactics.

Adam Anagnostis is a financial advisor with Fisher Investments, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wyndham Destinations, MetLife Investors Distribution Company, Bank of America, Providence Public School Department, and Nordstrom. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ksenia Stetsen is a financial advisor at Fisher Investments with 6 years of industry experience and holds a Series 65 designation. She has worked at Fisher Investments since 2015. Outside of her advisory role, she owns Flipping Out LLC, a business focused on fix and flip real estate transactions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various investment vehicles.

Paul O'Leary is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 17 years. Outside of his advisory role, O'Leary is involved in insurance brokerage and consulting related to group employee and executive benefits, and he owns a consulting firm focused on executive and employee benefits. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios consisting of various asset classes, offering both discretionary and non-discretionary account management.

Ahmed Uddin is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TradeStation Securities, American Express, and New York Life, among other firms. 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. The firm provides discretionary portfolio management using a centralized investment policy committee, combining quantitative and qualitative research to construct globally diversified portfolios and employing tax-aware and risk management strategies.

Zachary Bonner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Hoskin III is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at State Street Bank and Trust for one year before joining Fisher Investments in 2017. 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 uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christopher Wells is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Keith Hudson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and is also involved in a private label supplements business called NaturesRX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.