Justin Tulley is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2024, he held positions at Mutual of Omaha Insurance Company and various non-financial roles. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

Ryan Aylor is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018. Prior to his current role, he worked briefly in a cleaning service business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Isaac Noles is a financial advisor at Fisher Investments with six years of industry experience. He has held his current position since 2017 and previously worked at Pacific Lutheran University from 2015 to 2017. Isaac holds a Series 65 designation and is based in Plano, Texas. 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 various asset classes. The firm centralizes investment decisions through a committee that uses quantitative and qualitative methods to manage diversified portfolios, employing tax-aware and risk management strategies.

George Conzelman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2023, he held roles in various sectors including hospitality and maintenance. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Christopher Pham is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and FIDELITY Brokerage Services LLC. Pham is based in Plano, TX and has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm leverages a centralized Investment Policy Committee and employs tax-aware strategies and various risk management techniques in its portfolio construction.

John Aleva is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Miami University, Elkhart Public Defenders, Winston Products, John Carroll University, Morgan Stanley, and Gilmour Academy. Fisher Investments provides discretionary portfolio management services to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Matthew Bell is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Innovative Strategies and Equity Services, Inc. Outside of his advisory role, Bell owns Bell Annuity Concierge, a consulting business focused on supporting fixed and indexed annuity sales. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and planning services, operating over $256 billion in assets with more than 10,000 advisors nationwide.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Sharon Ellington is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Plano, TX, and has five years of industry experience. Her prior roles include positions at Wells Fargo Private Bank and Waterfall Wealth, LLC, an investment-related business she owns. She also holds law and CPA licenses in Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo’s research and planning tools to develop tailored recommendations, allowing clients to choose how to implement them through various brokerage or advisory programs.

Cameron Sanborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. He has been associated with Fisher Investments since 2016, including prior roles from 2016 to 2017 and from 2017 to 2022, as well as his current position since 2022. Before joining Fisher Investments, he worked at Washington State University Vancouver for one year. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment committee to construct diversified portfolios and employs tax-aware processes alongside risk management techniques such as derivatives and tax-loss harvesting.

Michael Hostetler is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Carecard, ESPN/MING, and ABA Success. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Patrick Hawkins is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab and Co., Inc., as well as multiple USAA affiliates. Hawkins serves as a Captain and Logistics Officer in the US Army Reserves. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

Wesley Dickinson is a financial advisor at Edward Jones in McKinney, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Timber Blind & Shutter from 2008 to 2017. Wesley serves as a Finance Council Board Member for St. Jude Catholic Parish in Allen, TX, where he assists with budgetary issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Daniel Sanders IV is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He worked at PNC Investments from 2014 to 2021 before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach guided by a five-member committee and offers sub-advisory and retirement plan services, managing both separate accounts and pooled investment vehicles.

Haylie Owens is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. She has been with Fisher Investments since 2020. Prior to this, she worked at The Heathman Lodge from 2012 to 2020. 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 various asset classes. The firm uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolios.

Kevin Armes is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Edward Jones, Bank of America NA, and Merrill Lynch. Outside of his advisory role, he has ongoing employment at Las Colinas Country Club and manages YouTube channels focused on music theory and investment topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary investment management.

Carmela Williams is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Watch and entrepreneurial experience with 2 Home Cooks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and employing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.