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.

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.

Felicia Erwin Sanders is a financial advisor with LPL Financial in Carrollton, Texas, holding a Series 66 designation and 23 years of industry experience. She has worked with LPL Financial since 2007 across multiple tenures, with additional experience at CUSO Financial Services, SeCU Brokerage Services, and Equitable Advisors. Outside of her advisory role, she serves as an independent agent selling health and Medicare insurance products, provides tax preparation services, is a commissioned notary public in Texas, and serves on the board of a municipal utility district. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement advice through a large network of investment adviser representatives. The firm supports a broad range of investment strategies and combines advisory services with various financial and insurance products.

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.

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.

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.

Gavin Walker is a financial advisor at Ameriprise in Richardson, TX, holding a Series 66 designation with four years of industry experience. He has been with Ameriprise since 2021 following his time at Texas Tech University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and ongoing advice, supported by proprietary research and third-party data.

William Haugh is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fisher Investments since 2007. 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 screening, qualitative research, and tax-aware strategies to construct globally diversified portfolios.

Andrew Bean is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, KeyBank, and JPMorgan Chase Bank. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to build diversified portfolios and employs 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 Series 66 and Series 63 designations and has worked at J.P. Morgan Securities since 2017, following prior roles at TD Ameritrade Investment Management. 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 investment recommendations.

Caleb Soukhamneut is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Valley Bank, First Command Advisory Services, and Northwestern Mutual. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Raylie Eshelman is a financial advisor with Equitable Advisors in Richardson, TX. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Equitable Advisors, Raylie worked at Axa Advisors and has experience at the University of Texas at Dallas and with Charlie Eshelman. He also operates a business known as Eshelman & Associates. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services through credentialed representatives.

John Onufreiczuk is a financial advisor at Vanguard Advisers with Series 66 and Series 63 credentials and 24 years of industry experience. His prior work includes positions at Schwab Wealth Advisory, TIAA, Empower Financial Services, Visionpoint Advisory Group, and Bank of America/Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options, and operates at scale through a digital delivery model supported by over 2,200 advisors.

Terry Doyle is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Doyle manages several business entities related to his practice and land holdings, including farming operations in Texas. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing tailored, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Franklin Ngai is a financial advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Charles Schwab and has a background that includes roles in education and recreation. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates, with investment decisions made by a centralized committee using quantitative and qualitative research methods.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.