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.

Joyce Miani is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Morgan Stanley Smith Barney for seven years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with customizable portfolio management and financial planning services.

Kendall Pfutzenreuter is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. from 2011 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies using a combination of in-house and third-party managers, with options for discretionary and non-discretionary management, tax management, and responsible investing.

Allison Rhodes is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 16 years. Outside of her advisory role, she owns a business focused on interior design and life coaching and serves as a board member for a homeowners association in El Prado, New Mexico. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jose Maceda is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at J.P. Morgan Securities, Robinhood, TD Ameritrade, and Wells Fargo before joining Vanguard in 2025. Vanguard Advisers provides both 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 set personalized asset allocations, managing a large scale of client relationships through a combination of digital platforms and advisory teams.

Cody Barnhill is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and several other companies in various capacities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lora Leavenworth is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 licenses and 22 years of industry experience. Her prior roles include positions at Fisher Investments, Homer Inc. (Integrity Wealth Advisors), LPL Financial, and Tieton Capital Management. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors serving a high volume of client relationships.

Chinwe Okogwu is a Series 66 licensed financial advisor at J.P. Morgan Securities with approximately two years of industry experience. Prior to joining J.P. Morgan Securities, Chinwe held positions at RBG, UBS, and Bank of New York Mellon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lawrence Li is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Brianna Goettel is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. She has been with Fisher Investments since 2021. Prior to her advisory role, she worked in various service positions including at Seal Swim School and Bonefish Grill. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

Michael Mellor is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Tom Ferry and DYN Consulting. His work history also includes roles outside the financial industry, such as positions with Miyagi Bar and Sushi and Sacramento State Athletics. 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 that combines quantitative and qualitative research and employs various risk management techniques, including tax-aware processes and defensive tactics.

Nicholas Boswell is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2014. 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, employing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Michelle Morehead is a Series 66-licensed financial advisor with Ameriprise in Dallas, TX, bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Jubys.com, a business specializing in Hallmark ornaments and collectibles. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Forrer is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2016. 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 various mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware processes and risk management strategies.

Adam Kestel is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and having 13 years of industry experience. He has worked at Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including 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 process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Braden Feigl is a financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Rotational Efficiency Development and Rotational Athlete Solutions and spent five years with the Oakland Athletics. 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, committee-driven investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Carter Fricano is a financial advisor at Fisher Investments with a Series 65 designation. He has experience working at multiple firms across various industries since 2016, joining Fisher Investments in 2026. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm combines quantitative and qualitative research with centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Jonathan Morris is a financial advisor at Fisher Investments in Plano, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments from 2012 to 2019 before joining Fisher in 2019. 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, offering tax-aware strategies and risk management techniques to a diverse client base.

Jordan Brown is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Conn's Appliances. 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 offers a range of investment options supported by Schwab’s in-house research and centralized operational structure.