Donesia Mitchell is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Fisher Investments in 2024, she worked at JPMorgan SECURITIES LLC from 2021 to 2024 and had roles at Moss Adams LLP and Texas A&M University-Commerce. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes and utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Hannah Boyd is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Her prior work includes roles at Fidelity Investments and various positions in the golf and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a diverse investable universe. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Nicolas Fletcher is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services and in education within local school districts. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management that combines quantitative and qualitative research to construct diversified portfolios with risk management and tax-aware strategies.

Shirley Wong is a financial advisor at Fisher Investments with a Series 65 designation. She has been with Fisher Investments since 2023 and has a background that includes four years at the University of Florida and four years at American Heritage School prior to joining the firm. 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 decision process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Fleet Ratliff IV is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2015. Outside of his advisory role, Ratliff owns a rental property in Olympia, Washington, which is managed by a third party. 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 centralizes investment decisions through a five-member committee that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Eric Francis is a CFP®-certified financial advisor with 17 years of industry experience, currently working at Vanguard Advisers. His prior experience includes roles at Morgan Stanley, Charles Schwab, and Scottrade. Outside of his advisory career, he operated Mariah Francis Photography, LLC. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and primarily Vanguard funds and ETFs. The firm serves a large client base through a high client-to-advisor ratio supported by digital and team-based services.

William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.

Brad Mccollester is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, SunTrust Bank, and United Parcel Service. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and uses various risk management and tax-aware strategies.

Christian Wright is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Inc. and Thinkorswim Inc. before joining Charles Schwab in 2021. 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 uses a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Donovan Bailey is a Series 66-credentialed financial advisor with Edward Jones in Argyle, TX, bringing two years of industry experience. Prior to joining Edward Jones, he worked in education at Fort Worth ISD and held roles in the specialty coffee industry. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Carson Moen is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2025. Prior to his financial services career, he held positions in retail and logistics. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary investment options, combining strategic asset allocation with alternative investment due diligence and centralized operational support.

Dillon Powell is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2024. Prior to joining the firm, he held roles at the University of Florida, Ingram Financial Group, LEGOLAND Florida Resort, and Lakeland Christian School. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and provides sub-advisory and retirement plan services.

Daniel Gliane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 1997. 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 screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Jennifer Hawkins is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and an integrated operational structure.

Elijah Cummins Mikkalson is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Florida Financial Advisors and has held various roles including research at Eckerd College's Health and Well-Being Lab. 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages multiple types of accounts including sub-advisory and retirement plans.

Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving ultra-high-net-worth individuals and families since 2007. She has worked with a diverse range of clients, including U.S. Ambassadors, Pentagon Officials, Silicon Valley Executives, Real Estate Developers, NFL Hall of Fame families, Entrepreneurs, and multi-generational Sugar Farmers in Baton Rouge. Kristina specializes in investment selection and thoughtful portfolio construction tailored to each client's unique objectives, with extensive experience managing large-volume equity transactions, private alternative investments, foreign exchange, derivative, and fixed income instruments. She spent 15 years at Merrill's Crescent Court office with the Private Wealth Group Corbellini, Emanuelson, Kalyandurg & Associates and established her presence at Merrill's Star office in 2023. Kristina is a CERTIFIED FINANCIAL PLANNER4 professional and a Certified Investment Management Analyst4 (CIMA4) practitioner. She graduated from the University of Houston with a concentration in Finance and completed the Program in Financial Planning at Southern Methodist University as well as the Investment Management Theory & Practice CIMA4 program at the Yale School of Management. Based in Dallas, Texas, Kristina enjoys staying active, maintaining a healthy lifestyle, cooking, entertaining, and spending time with her family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Andrew Shaw is a Series 65-registered financial advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments, he was associated with Florida Financial Advisors and held roles outside the financial sector, including positions at Techtronic Industries and CarMax. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment approach that combines quantitative and qualitative research and employs tax-aware and risk management strategies across a range of equity, fixed-income, and blended mandates.

Kia Mohajeri is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at Rising Capital and spent time in education at Viera Charter/High School and Florida Atlantic University. 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 screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Jocelyn Linares is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at TIAA, Charles Schwab & Co., and UNTS, as well as various positions outside the financial sector. Fisher Investments serves a global client base of institutions and high-net-worth individuals, offering 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, employing tax-aware strategies and risk management tools.

Daniel Klein is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BFC Planning, Fiscal Harmony LLC, Berthel, Fisher & Company Financial Services, and Stearns Lending LLC. Outside of finance, he was involved with PASS Fitness LLC for eight years. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.