Daniel Martinez is a financial advisor with Vanguard Advisers, holding a Series 66 license and two years of industry experience. His work history includes roles at various Vanguard entities since 2023, along with prior experience at Sherwin Williams and Texas Tech University. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios largely composed of Vanguard funds and ETFs.

Ryan Hague is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee that employs quantitative screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

Garrett Mooney is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, Texas. He has one year of industry experience, including prior roles at CX Institutional and American National Bank & Trust. Fisher Investments serves a diverse global clientele 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 to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Thomas Lavine is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Anheuser-Busch for three years and held roles at Advantage Solutions, Merry Edwards, and California Polytechnic State University, San Luis Obispo. 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 led by a five-member committee and provides a range of services including sub-advisory and retirement plan management.

Logan Goodwin is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles across different industries, including insurance services and fitness. Fisher Investments serves a global mix of institutional and private clients, providing 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 manages risk through various tactical approaches.

Lucas Warner is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His background includes roles at the Camas School District and studies at the University of Arizona. Fisher Investments serves a diverse global client base of institutional and private investors, providing discretionary portfolio management across various asset classes using centralized investment decisions and a range of risk management techniques.

Milan Grbic is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and totaling three years of industry experience. His prior roles include positions at Fidelity Investments and Keller Williams. The firm serves a global mix of institutional and private clients by providing discretionary portfolio management and sub-advisory services, utilizing a centralized investment approach combined with tax-aware processes and risk management strategies.

John Wasson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Fidelity Brokerage Services LLC since 2014. Outside of his advisory work, Wasson is also a church musician involved in album sales and studio recording. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it offers specialized services such as fund advisory and model portfolio delivery.

Connor Heffernan is a financial advisor at Fisher Investments with a Series 65 designation and less than one year of industry experience. Prior to joining Fisher Investments, he worked at the Oregon Department of Human Services and has experience in higher education and secondary education settings. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Keith Lisonbee is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Bryce Harrold is a Series 65-licensed financial advisor with six years of industry experience, currently working at Fisher Investments since 2018. Prior to joining Fisher, he was affiliated with the University of Florida from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed-income, and blended mandates.

Ronan Townsend is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Florida Financial Advisors and has held roles outside finance, including positions at Bonefish Grill and Orangetheory Fitness. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals, employing a centralized investment approach that integrates quantitative and qualitative research with tax-aware strategies.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Wells Fargo Investments, LLC and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Tyler Klaus is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Farmers Financial Solution LLC and Farmers Insurance, accumulating a combined five years in those roles. 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 utilizes a centralized investment decision process incorporating quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

Thomas Miller is a CFA® charterholder with 26 years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His work history includes multiple roles at Charles Schwab entities since 2006 and a period at Windhaven Investment Management, Inc., as well as operating ThomasPartners, Inc. from 2013 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence and a formal alternative-investment onboarding process.

Cooper Putz is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has prior work experience at Salesforce and Whirlpool Corporation. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios across multiple asset classes and offers specialized services such as sub-advisory and retirement plan management.

Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Dru Cambron is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at J.P. Morgan Securities in McKinney, TX. His career includes roles at Merrill and TD Ameritrade prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.