Michael Thorpe is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Time Insurance Agency, Inc. from 2015 to 2019. Outside of financial advising, Thorpe manages two businesses focused on buying and selling sports cards, games, and comics. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Ryan Nesselroade is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 65 designation. His prior work history includes roles at TrackVia and Ibotta. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a variety of advisory and sub-advisory services.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Seth French is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for seven years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, 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 employs tax-aware strategies alongside various risk management tactics.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Jacob Karas is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside of finance at Jerimiah's Italian Ice and Grind Gastropub and Kona Tiki Bar. 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 process that combines quantitative and qualitative analysis to construct diversified portfolios and manages risk through various tactical methods.

Ignacio Montero Quesada is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Grandstand and academic positions at the University of Kansas and Arizona State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research methods. The firm is notable for its global diversification, tax-aware strategies, and extensive sub-advisory relationships.

Patrick Giddens Jr is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at Equitable Advisors and Axa Advisors. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across a range of asset classes using a centralized investment process that incorporates quantitative and qualitative research.

Paul Hensley is a CFP®-designated financial advisor with Vanguard Advisers, holding Series 65 and Series 66 licenses and four years of industry experience. His career includes roles at Vanguard Advisers, The Vanguard Group, Creative Planning, Hightower Advisors, and Plancorp. Vanguard Advisers offers 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 to construct portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery to serve a large client base efficiently.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Sanders is a financial advisor with Fisher Investments and holds a Series 66 designation. He has nine years of industry experience, including roles at Morgan Stanley and Amazon. He is based in Plano, TX. 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 approach combining quantitative and qualitative research and utilizes tax-aware and risk management strategies.

Austin Standiford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 16 years of industry experience, including over 14 years with Fisher Investments. 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 process combining quantitative and qualitative research and utilizes tax-aware and defensive strategies to manage risk and positioning.

Mason O'Hara is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having started his advisory career in 2025. Prior to joining J.P. Morgan Securities, he gained experience at J.P. Morgan Chase & Co and worked at Finkbine Golf Course. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Saks is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and one year of industry experience. Before joining Fisher Investments in 2024, he worked at Play it Again Sports from 2022 to 2024 and held positions at Ace Parking and Lido House Valet in 2021 and 2022. He completed his studies at Boise State University in 2024. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies and defensive tactics to manage risk.

Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Paul Phillips is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at firms including First Command Financial Services, Mission Square Retirement, U.S. Bancorp Investments, and Schwab Private Client Investment Advisory. Phillips maintains an insurance license but has no other business activities reported. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Matthew Kenny is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, he has experience in the food service industry. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.