Patrick Harris is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. 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 equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, alongside tax-aware strategies and risk management techniques.

Matthew Fichtel is a CFP® professional with 10 years of industry experience, currently advising at Fisher Investments since 2021. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, spanning a combined eight years in those roles. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process led by a committee that integrates quantitative and qualitative research, employing tax-aware strategies and risk management techniques in its portfolio construction.

Michael Stroud is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Isabel Adamiak is a CFP® and Series 66 license holder with six years of industry experience. She is currently affiliated with Charles Schwab, having worked at various Schwab entities and TD Ameritrade since 2019. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Omar Laghari is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior work history includes roles at TD Ameritrade, Amazon, AutoNation, and McClatchy, as well as time spent pursuing travel and education at the University of North Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to affiliated discretionary separately managed accounts. The firm is notable for its large scale, integrated service structure, and multi-asset, model-based investment approach.

Kathy Bickhaus is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a comprehensive approach to wealth management, focusing on helping high-net-worth individuals and retirees develop customized financial strategies tailored to their objectives, risk tolerance, and time horizons. Her expertise spans personal retirement planning, tax minimization, education planning, portfolio management, and specialized areas such as women and wealth and divorce transition planning. Kathy is dedicated to fostering strong client relationships and providing access to leading financial resources to help clients pursue financial security and independence. Beginning her career in financial services in 1993, Kathy joined Merrill in 2004 following experience in commercial and corporate finance. She holds a Bachelor of Business degree from Texas A&M University and an MBA in Finance and Accounting from the University of Texas at Dallas. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, along with Series 7, 63, and 65 FINRA registrations and a Group 1 Life and Health certificate. Kathy is active in the community through her involvement with organizations such as the Young Men’s Service League, National Junior Charity League, and the Denton Public School Foundation. She has served on several nonprofit boards, including the National Charity League and Women’s Financial Exchange, and is passionate about promoting financial literacy for women and youth. Residing in Lantana, Texas, Kathy enjoys spending time with her family, participating in triathlons, boating, scuba diving, and traveling.

Taylor Herring is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and four years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has prior experience with JPMorgan Chase Bank, N.A. since 2016. He also worked at Sam Houston State University from 2015 to 2018. 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.

Dylan Delacruz is a CFP® with eight years of industry experience, currently serving at Vanguard Advisers. His prior experience includes roles at Fisher Investments and Merrill Lynch. 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, constructing portfolios primarily from Vanguard funds and ETFs with customizable tax-aware and ESG options.

Bart Lamb is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at TD Ameritrade, TSR Consulting Services Inc, FedEx Express, and Soulence Financial. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kevin Castaneda is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and is also the owner of Moncast Tax Services, LLC, where he provides tax preparation services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, tax-aware portfolios largely composed of Vanguard funds and ETFs.

Antonio Segovia Miranda is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fisher Investments, he gained work experience in various roles including positions at Tactik Global Marketing and Backcountry.com. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a combination of quantitative and qualitative research and employs tax-aware strategies and risk management tools across diversified global portfolios.

Kenneth Hang is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Kenneth has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Buck is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has been with Charles Schwab since 2020 and previously worked at Weinstein & Riley and the New Mexico Legal Group. Charles Schwab 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 both non-discretionary advisory recommendations and access to affiliated discretionary SMA portfolios, combining a multi-asset model portfolio approach with centralized custody and operational support.

William Cocozza is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Ernest Martinez is a financial advisor with Charles Schwab & Co., Inc. in Westlake, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior experience includes six years at Edward Jones and a consulting role at EJM Consulting. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset, strategic asset allocation investment approach.

Alison Fowler is a Series 65 licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. She previously founded Promontory Brands, LLC, a marketing consultancy and software development business. Fisher Investments provides discretionary portfolio management to a global client base, including institutions and high-net-worth individuals, using a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware and risk management strategies.

Jordan Andreola is a financial advisor with Fisher Investments who holds the ChFC® designation and Series 63 and 65 licenses, bringing 18 years of industry experience. Prior to joining Fisher Investments in 2018, he worked at Level Four Advisory Services, LPL Financial, and 1st Global Advisors. Additionally, he serves as the managing member of Digital Consultants, LLC, which provides IT consulting services focusing on internet-of-things, network design, hosting, and web3 technologies. Fisher Investments serves a global client base including institutional investors, 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 screening and qualitative research to build diversified portfolios and uses tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

William Haugh is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2007 and previously worked at HSBC Securities (USA) Inc. and TD Ameritrade, Inc. 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, research-driven investment approach and manages risk using various tactical strategies while offering sub-advisory and retirement plan services.

Andrew Bean is a financial advisor at Fisher Investments with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KeyBank, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management and sub-advisory services across a range of investment mandates. The firm employs a centralized Investment Policy Committee to construct diversified portfolios using quantitative and qualitative methods, and it utilizes tax-aware strategies and defensive tactics to manage risk.

Adam Elghandour is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2017, he worked at TD Ameritrade and its related entities from 2013 to 2017. J.P. Morgan Securities 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.