Charles Bernsen is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2021, and Wells Fargo Bank N.A. from 2016 to 2018. Outside of his advisory role, he is an independent seller and distributor of essential oils with Young Living. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Benjamin Cooper is a financial advisor at Fisher Investments with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Fisher Investments in 2025, he worked at OmniVest Capital LLC for six years and has experience in both academic and entrepreneurial roles. 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 various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Drew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I from 2024 to 2025, Investment Solutions Representative III from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023, all within Fidelity Investments. Before joining Fidelity, Drew was a Financial Center Manager at Bank of America from 2020 to 2022. He holds insurance licenses in Arkansas and California, which support his work in financial consulting and planning. Drew partners with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. Outside of his professional career, Drew has personal interests that include concerts, fitness, movies, music, puzzles, and soccer.

Severino Di Bucci is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He previously worked at Apex Systems, Quicken Loans, and Mack Industries, and attended Ohio University. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates using a centralized investment process that combines quantitative and qualitative research. The firm provides sub-advisory and retirement plan services and manages accounts through diverse strategies including tax-aware and defensive tactics.

Scott Vosler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including prior roles at Wells Fargo Bank and Iconma. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Jennifer Lucius is a financial advisor at Fisher Investments with six years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Morgan Stanley, Fidelity Investments, Bank of America, Merrill, and other firms. Outside of finance, she has experience with Varsity Tutors and Sunsational Swim School. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative methods to construct diversified portfolios and incorporates tax-aware and defensive strategies to manage risk.

David Seals Jr. is a financial advisor with Edward Jones in Frisco, TX, holding the Series 66 designation and seven years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and a year at Capital One before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm that serves a wide range of clients, including individual and institutional investors, offering various advisory programs and maintaining a large nationwide network of advisors and branch offices.

Alexander Burns is a financial advisor with Fisher Investments in Tampa, FL, holding a Series 65 designation and four years of industry experience. He has been with Fisher Investments since 2021 and previously worked in marketing and product roles at Allure Marketing and Hint Inc. Burns attended James Madison University from 2017 to 2021. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes with a centralized investment decision process. The firm is notable for its global client base, tax-aware investment strategies, and extensive sub-advisory relationships.

Connor Dean is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Raymond James & Associates and the Municipal Advisory Council of Texas. He holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs various risk management and tax-aware strategies.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Bryce Borglum is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has held various roles prior to his advisory position, including positions at Geico and Ohio State University. Fisher Investments serves a global client base that includes institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Heather Mc Daniel is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Equitable Advisors since 2017 and previously with Axa Advisors and SIUe. Outside of her advisory role, she serves as Marketing Director for the LPGA Amateur Golf Association’s Executive Women’s Golf Association and is a managing partner at GEM Wealth LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party managers to deliver customized investment solutions, serving a broad client base from non-high-net-worth individuals to institutional clients.

William Burton is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. 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 process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Cedric Blair is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at E*Trade Securities, Harrisdirect LLC, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member committee and uses various risk management techniques, including tax-aware processes and defensive tactics.

Christopher Checketts is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at MassMutual Life Insurance Company, JPMorgan Chase Bank, Wells Fargo, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

Mark Madden is a financial advisor with Fisher Investments in Plano, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including 13 years at Wedbush Morgan Securities before joining Fisher Investments in 2022. Fisher Investments serves a diverse global clientele, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management strategies such as tax-aware processes and defensive tactics.

William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Azeez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Ryan, LLC and managed a startup business. Additionally, he spent time working at Benvenuti's Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its recommendations.

James Pryor is a financial advisor at Charles Schwab with 39 years of industry experience. He has been with Charles Schwab since 1987 and with Charles Schwab Bank since 2005. He holds a Series 63 designation and is based in Plano, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolio investment guidance supported by centralized custody and order routing.