Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he spent six years at FIDELITY Personal and Workplace Advisors. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Cole Merrick is a financial advisor at Fisher Investments with a Series 65 credential and six years of experience at the firm. His prior work history includes positions at UCSB and Bank of the West. 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 combining quantitative screening and qualitative research to manage globally diversified portfolios, including tax-aware processes and risk management techniques.

Cameron Toal Philipsen is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. 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 that combines quantitative and qualitative research to construct globally diversified portfolios.

David Davenport is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2018. Prior to that, he was employed at several divisions of First Command from 2014 to 2018. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and incorporates tax-aware strategies and risk management tools to construct diversified portfolios.

Adrian Valles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TD Ameritrade and SPR Packaging LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Gabrielle Bentancourt is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, she worked at the PGA Junior Golf Camp and attended the University of Louisville. 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 Policy Committee that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk and positioning.

Carolyn Castillo is a financial advisor at Charles Schwab in Westlake, TX, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Charles Schwab Bank, TD Ameritrade, and Charles Schwab, as well as a period as a homemaker. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and affiliated discretionary SMA solutions, supported by centralized custody and operational infrastructure.

Blake Busutill is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. Prior to joining Fisher Investments, he held positions at Target and Home City Ice. Fisher Investments serves a global mix of institutional and private clients, 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, employing tax-aware and risk management strategies across diverse portfolios.

Xavier Martinez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Vanguard Advisers since 2020 and has been affiliated with related Vanguard entities since 2016. Prior to that, he worked at AMC Theatres from 2014 to 2016. Vanguard Advisers offers both 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 using proprietary models to personalize asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Gabriela Ceballos is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 designations with six years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Barry Stockdale is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president of a nonprofit board in Dallas, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher White is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation with four years of industry experience. Before joining Wells Fargo Clearing in 2021, he worked at PRGX Global, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hawken Thieme is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, following two years at Enterprise. 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 combining quantitative and qualitative research to construct diversified portfolios and employs tactical risk management and tax-aware strategies.

Jonathan Joplin is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business focused on small businesses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Patrick Rosborough is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Vanguard Advisers, he worked at JPMorgan Chase Bank and Northwestern Mutual. His background also includes roles in marketing and self-employment. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and qualified retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary models to set personalized asset allocations and constructing portfolios mainly with Vanguard funds and ETFs.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. Vanguard Advisers delivers 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 investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Joanna Knieberg is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2012 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Gregory Clary is an advisor at Fisher Investments based in Plano, TX. He holds Series 63 and Series 65 licenses and has recently started his career in the financial industry, joining Fisher Investments in 2026 after positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Nicholas Montgomery is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has eight years of experience with the firm, having worked there since 2014. 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 with a centralized investment process that incorporates quantitative and qualitative research. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware strategies and risk management techniques.