Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. He previously worked at Exencial Wealth Advisors and Frontier Investment Management Co. Ventura is also an officer of MJV Ventures, LLC, an investment-related business based in Plano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

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 65 and Series 63 licenses. Prior to joining Fisher Investments, he worked at Equitable Advisors, LLC and has experience in roles outside of finance, including work with the Southern Methodist University Behavioral Research Lab. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at Bank of America, Raymond James Financial Services, RBC Capital Markets, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Lopez is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Fidelity Investments for three years and held positions at several other firms including Enterprise Holdings and Equitable Advisors. 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 research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

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.

Keri Mayfield is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to her current role, she was involved with several businesses, including Studio Pearlescent LLC, Fallatah Property Management LLC, and Plantonix LLC. She also serves as a Notary Public in Medford, OR. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Galpert is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified portfolio construction within the constraints of plan custodian platforms.

Lucas Le Blanc is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Le Blanc is also involved with CLLEEN Energy, LLC and CLLEEN Energy Assets, LLC, where he holds ownership positions related to mineral royalties. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

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 Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He has worked at Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and manages a variety of investment vehicles with a focus on global diversification and tax-aware strategies.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.

Dustin Carpenter is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021. 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 various asset classes. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques such as derivatives and structured notes.