James Thompson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following five years at Cambridge Investment Research Advisors. Outside of his advisory work, he is an independent insurance agent and is involved with Finity Tax, a tax preparation and accounting service based in Vancouver, Washington. 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 utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Joshua Cleland is a financial advisor with Fisher Investments holding Series 66, 63, and 65 designations. He has recently begun his advisory career, joining Fisher Investments in 2026 after previous roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to entering the financial industry, he worked in retail at Publix. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across a range of asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ivan Tykhomyrov is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Goldman Sachs, Salt Lake Tennis & Health Club, and Language Line Solutions. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

James Proctor is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Capital Management, Gradeit Advisors LLC, Senior Insurance Brokers, Alliance America Corporation, United Advisors America Corporation, and Lake Point Wealth Management, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, with discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

David Nesbit is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Carter is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including E*TRADE Capital Management, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. She is currently based in Plano, Texas. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to personalize asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Hall is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Tog Capital Management, Finny Ai, and JPMorgan Chase Bank. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Wear IV is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and beginning his advisory career in 2025. His prior work experience includes positions at Ameriprise, Linch Financial, and a role as a pickleball attendant and tournament organizer at Life Time Fitness. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a centralized operational structure.

Jared Green is a Series 66-licensed financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he owns and operates an ice cream parlor called LET IT BE - ICE CREAM. 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 employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside various risk management techniques.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Audrey Zinn is a Series 65 credentialed financial advisor at Fisher Investments with one year of industry experience. She has held roles at various organizations including Bellingham Fitness and Masterworks. 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 combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Candice Golden is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank, SSB since 2021 and previously spent 10 years at TD Ameritrade. In addition to her advisory work, she has been an Avon sales representative since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Mortell is a financial advisor with Fisher Investments based in Plano, TX. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 19 years with Fisher Investments. 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 and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.

Zachary Bowen is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, Zachary worked in various roles across industries including technology and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Catherine Hunt is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023 and at JPMorgan Chase Bank, N.A. since 2002. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Julie Hess is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Baylor Scott and White Medical Center. Outside of financial advising, she has participated in food delivery services through Uber Eats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, emphasizing a nationwide network of advisors and branch offices alongside affiliated capabilities such as trust services and securities-based lending.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Hunter Wilder is Vice President and Financial Consultant at Fidelity Brokerage Services LLC, a position he has held since 2014. His role involves developing long-term relationships with clients and their families, focusing on trust and personalized financial strategies supported by Fidelity's resources. Prior to this, he served in various capacities at Fidelity, including Regional Planning Consultant, Income Planning Consultant, Senior Retirement Specialist, and Senior Investment Consultant II, accumulating extensive experience since 2000. Hunter holds insurance licenses in Arkansas and California, which complement his expertise in financial planning and investment consulting. His professional background reflects a sustained commitment to serving clients' financial needs through diverse roles within Fidelity. Outside of his professional duties, Hunter has interests in fitness and music, including instrumental performance and singing.