Benjamin Scarth is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Club4 Fitness and Bibb Cunningham & Associates CPA, PLLC. J.P. Morgan Securities 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.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Jack Pike is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Advanta IRA for two years and has held various roles since 2019, including positions at Trinity 12, LLC and Tillys. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and risk management techniques to construct diversified portfolios.

Clark Hurst is a Series 66 licensed financial advisor with Vanguard Advisers in Plano, TX. He has one year of industry experience and previously held roles at firms including Longhorn Wealth Management and PenFed Credit Union. Outside of his advisory work, he is a member of JugHead Enterprises LLC, a partnership involved in his wife's consulting business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base with a digital delivery platform supported by its team of advisors.

James Waterman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent four years at Veritiv. Outside of his advisory role, he holds a 50% share in a condominium in Naples, Florida, which is typically rented out seasonally. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Jameson Orme is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with one year of industry experience. Prior to joining Fisher Investments in 2024, he held various roles including work at Destination Decks and Chipotle. 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 approach combining quantitative screening and qualitative research to construct diversified portfolios, and it manages risk through tax-aware processes and defensive strategies.

Laura Rivera Leaver is a financial advisor at Fisher Investments with a Series 65 designation. She joined the firm in 2024 and has prior experience working at Mews, Frontdesk Anywhere, and Amazon. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services 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 manage risk.

Blaine Rogers is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Capital Analysts, Lincoln Investment, and Northwestern Mutual. 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 approach with a five-member committee that integrates quantitative and qualitative research to construct globally diversified portfolios.

Ivan Wong is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, New York Life Insurance Company, and the Texas Army National Guard. Outside of his advisory work, he is an author and teaches criminology at Collin County College, as well as serving as a teacher at multiple educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

John Classe is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Frisco, TX, where he has worked since 2009. He holds Series 63 and Series 65 licenses and has been involved in the sale of fixed insurance products alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jack Mathews is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked in various retail and outdoor-related positions. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Sara Lopez is a Series 65-licensed financial advisor at Fisher Investments with several years of industry experience, primarily within the firm since 2023. Prior to joining Fisher Investments, she worked at O9 Solutions and was involved with Elevate Life Church and Elevate Life Institute. Fisher Investments provides discretionary portfolio management to a diverse client base that includes institutional investors, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage globally diversified portfolios, employing tax-aware strategies and risk management techniques.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hugo Navarro is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, Lumio, NEXA Mortgage LLC, HSBC Securities USA, Inc., and Wells Fargo Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management that spans equity, fixed-income, and blended mandates. The firm uses centralized investment decisions supported by quantitative and qualitative research and employs tax-aware and risk management strategies across its offerings.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Lorrie Bradford is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for 11 years prior to joining Vanguard in 2026. Bradford also spent two years affiliated with Franklin University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily utilizes Vanguard funds and ETFs in its portfolios.

John Giamanco is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Wells Fargo, Scottrade, Inc., and Florida SouthWestern State College. He maintains an inactive insurance license. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management tactics.

Adam Baker is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hilltop Securities, NexPoint Securities, Robinhood Financial, and TD Ameritrade. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.