Thomas Miller is a CFA® charterholder with 26 years of experience in the financial industry. He has been with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and Charles Schwab, and previously worked at Windhaven Investment Management, Inc. and ThomasPartners, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Jenny Lin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Merrill, and Bank of America. Lin is currently based in Plano, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cooper Putz is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has prior work experience at Salesforce and Whirlpool Corporation. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios across multiple asset classes and offers specialized services such as sub-advisory and retirement plan management.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Dru Cambron is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. His prior work history includes roles at Merrill and TD Ameritrade Investment Management. 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.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is involved in rental property management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets across more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Thomas Simons is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies along with defensive tactics to manage risk and positioning.

Dalton Zimmerman is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Adair Homes, Northwest Priority Credit Union, Randstad Staffing, and Truman State University. Fisher Investments serves institutional and private clients worldwide, 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 approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Callen Robinson is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS, Morgan Stanley, Fulcrum Wealth Planning - Prospera Financial, JP Morgan Chase, and serves in the TX Air National Guard. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across asset classes with a centralized investment process that includes quantitative and qualitative research.

Bethany Castille is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Fisher Investments, her background includes roles in the beverage and hospitality sectors, including positions at Karbach Brewing Company and Molson Coors Beverage Company. Outside of finance, she is involved with La Serre Cafe. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and various defensive tactics to manage risk.

Ronald Saline is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2016. Outside of his advisory role, he is a vice president of an LLC involved in rental property and has interests as a lessor in an oil and gas lease. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Ashley Tormey is a financial advisor at Fisher Investments with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fisher Investments in 2024, Ashley worked at Morgan Stanley and E*Trade Securities. Outside of finance, Ashley was involved with Knack Tutoring from 2021 to 2023. 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 investment approach combining quantitative and qualitative research, implementing tax-aware and risk management strategies, and maintaining extensive sub-advisory relationships worldwide.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.

Timothy Waswick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work background includes roles in construction and contracting, alongside his long-term involvement with Aspen Tree Service. He is also the owner of Lyle Services, LLC and Loam 4days, LLC. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Michelle Dove is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 1985, including 17 years at Bank of America, NA. 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 and profit-sharing plans, corporations, and charitable organizations.

William Castiel is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Longboard Asset Management and as a self-employed advisor. 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 and offers sub-advisory and retirement plan services.

Jeff Dargatz is a Series 66–licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, including prior tenures at Elite Financial Management and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support its investment strategies.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Logan White is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Blue Star CRE for three years and spent ten years at Southern Methodist University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm combines quantitative and qualitative research through a centralized investment process to construct globally diversified portfolios and employs various risk management and tax-aware strategies.