William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Mutual Money Flow Management. Outside of his advisory work, he manages rental property in Plano, TX. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Thomas Simons is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies along with defensive tactics to manage risk and positioning.

Dalton Zimmerman is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Adair Homes, Northwest Priority Credit Union, Randstad Staffing, and Truman State University. Fisher Investments serves institutional and private clients worldwide, 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 approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Callen Robinson is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS, Morgan Stanley, Fulcrum Wealth Planning - Prospera Financial, JP Morgan Chase, and serves in the TX Air National Guard. 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 asset classes with a centralized investment process that includes quantitative and qualitative research.

Bethany Castille is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Fisher Investments, her background includes roles in the beverage and hospitality sectors, including positions at Karbach Brewing Company and Molson Coors Beverage Company. Outside of finance, she is involved with La Serre Cafe. 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 Policy Committee to construct diversified portfolios and employs tax-aware strategies and various defensive tactics to manage risk.

Ronald Saline is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2016. Outside of his advisory role, he is a vice president of an LLC involved in rental property and has interests as a lessor in an oil and gas lease. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Ashley Tormey is a financial advisor at Fisher Investments with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fisher Investments in 2024, Ashley worked at Morgan Stanley and E*Trade Securities. Outside of finance, Ashley was involved with Knack Tutoring from 2021 to 2023. 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, implementing tax-aware and risk management strategies, and maintaining extensive sub-advisory relationships worldwide.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.

Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to his advisory career, he spent several years working in construction and related services and owns multiple small businesses outside the financial sector. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, utilizing model-driven strategies managed by unaffiliated asset managers and supported by an overlay manager and custodial services.

Michelle Dove is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 1985, including 17 years at Bank of America, NA. 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.

William Castiel is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Longboard Asset Management and as a self-employed advisor. 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 screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jeff Dargatz is a financial advisor with LPL Financial holding a Series 66 designation and 29 years of industry experience. His prior experience includes roles at Elite Financial Management, Raymond James Financial Services, and Hilltop Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of advisors with various investment strategies and operational tools while offering integrated financial services beyond advisory, including insurance and banking partnerships.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Logan White is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Blue Star CRE for three years and spent ten years at Southern Methodist University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm combines quantitative and qualitative research through a centralized investment process to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Scott Botterman is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX. He has 14 years of industry experience and 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 uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Hayden Hardeman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Jacob Tipoff is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 66 and Series 63 designations and has one year of industry experience. His prior roles include positions at PFS Investments, Inc. and Primerica Financial Services. Outside of his financial career, he has been involved with several Methodist churches in Texas and has experience in music education and community services. 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 investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering multiple customization options and serving a large client base through a digitally enabled service model.

Benjamin Auxier is a financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2014. Outside of his work in finance, he is a partner in Rocket Street LLC, a dental staffing agency. 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 uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Giancarlo Lanzoni Ortiz is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Hanes Brands Inc and Amazon, and has a background that includes experience at Hoppy Ideas Brewing Co. and Equifax. 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 screening, qualitative research, and tax-aware processes, and manages a significant non-U.S. client base through various institutional and sub-advisory relationships.

Dylan Mc Dermott is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Enterprise Holdings and has a background that includes roles at West Virginia University, Tuscany Italian Specialties, and USABL. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach integrating quantitative and qualitative research, and offers a range of sub-advisory and retirement plan services.