Jennifer Carter is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including E*Trade Securities, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. Carter is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. 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 using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Green is a Series 66-licensed financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he owns and operates an ice cream parlor called LET IT BE - ICE CREAM. 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 employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside various risk management techniques.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Audrey Zinn is a Series 65 credentialed financial advisor at Fisher Investments with one year of industry experience. She has held roles at various organizations including Bellingham Fitness and Masterworks. 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 and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

William Mortell is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses 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 uses a centralized investment process managed by an Investment Policy Committee, employing tax-aware strategies and risk management techniques for diversified portfolios.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Sigma Financial Corporation. He is also involved in Green Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, investment management programs, and institutional platforms, utilizing a wide range of strategies and advisor-support tools.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Michael Gigantelli is a Series 65-registered financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2014. 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 led by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services while managing separate accounts, pooled vehicles, and collective funds.

Cassidy Filzen is a Series 65-credentialed financial advisor with Fisher Investments, where she has spent 10 years, including 3 years as an advisor. Based in Plano, TX, she works with a firm known for serving a diverse global client base that includes institutional and high-net-worth individuals. Fisher Investments provides discretionary portfolio management, sub-advisory services, and retirement plan solutions, utilizing a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios.

Daniel Homan is a financial advisor at Fisher Investments, holding a Series 65 designation with 14 years of industry experience. He has been with Fisher Investments since 2006. 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 employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Jeremy Crider is a CFA® charterholder with 10 years of industry experience. He has worked at Fisher Investments since 2025 and previously held roles at Tampa Bay Trust Company, SunTrust Bank, and PNC Wealth Management. 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 that integrates quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies alongside risk management tactics.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor with Vanguard Advisers based in Plano, TX, holding Series 63, 65, and 66 licenses and with 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and various financial services and mortgage firms. Outside of his advisory work, he is the owner of Luten Ventures, LLC, a sports memorabilia business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that uses proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Fabian Lumsden is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he was involved with ASM Sports and ASM Scholarships. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a global client base and specialized tactical approaches to risk and tax management.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of capital markets services.

Peyton York is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Vanguard Advisers, Peyton held roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Orion Portfolio Solutions. Vanguard Advisers delivers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with customization options including ESG and tax-aware strategies.

Jonathan Reimer is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He has been with Fisher Investments since 2026. Prior to this, he worked at OppFi from 2019 to 2025 and has a background including experience at Girl and the Goat. 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 approach combining quantitative and qualitative research and integrates tax-aware strategies and risk management techniques.