Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Braden Blackford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions centralized through a five-member Investment Policy Committee that employs quantitative and qualitative approaches to portfolio construction.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and previously held roles at Exencial Wealth Advisors and Frontier Investment Management. Ventura is also an officer of MJV Ventures, LLC, a private investment and finance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

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.

Zachary Rubio is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Costco Wholesale and Texas A&M Agrilife, as well as experience in education and hospitality. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and comprehensive due diligence.

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 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. His background also includes roles in behavioral research and sports with the Dallas Jackals. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment approach combines quantitative screening and qualitative research to construct diversified portfolios using tax-aware strategies and risk management techniques.

Robert Kirchhoff is a financial advisor with Charles Schwab and Co., Inc. in Westlake, Texas. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his advisory role, he worked at TD Ameritrade and has experience in the beverage and hospitality industries, including a position at Canarchy Craft Brewery Collective. Charles Schwab 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Raymond James Financial Services, Inc. from 2018 to 2023 and has been with Merrill since 2023. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Erik Lopez is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Fidelity Investments from 2023 to 2026. 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 to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

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.

Andrew Falla is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Merrill and Bank of America from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large scale and integrated operational structure.

Matthew Galpert is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 66 designation and is based in Frisco, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with a nationwide network of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

William Barrow is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2009 to 2022 before joining Schwab in 2022. 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 offers a blend of non-discretionary and discretionary investment options with centralized custody and operational support.

Lucas Le Blanc is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, he is involved as a member and majority owner in companies related to mineral royalties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

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.