Alana Doyle is a Series 66 licensed financial advisor with Ameriprise Financial Services in Richardson, TX, with eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Texas Tech University, and Doyle & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Mcdonnell is a Series 65 credentialed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory role, Mcdonnell serves as an Alumni Board Member for the University of Portland, helping to foster relationships among alumni and support university events. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs various risk management tactics such as tax-aware strategies and derivatives.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Steven Mc Cann is a Series 66 credentialed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked in the medical and sports medicine sectors. He maintains ownership of Rustic Medical LLC, an entity used for selling medical equipment and facilitating product introductions. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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. He previously worked at Goldman Sachs and has experience in both financial services and health club management. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with centralized investment decisions guided by quantitative and qualitative research.

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.

Sean Brown is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 25 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Brown Family Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, providing both discretionary and non-discretionary management.

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 worked at firms including E*Trade Securities, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. Carter is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

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.

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.

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.

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.

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.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.