Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving ultra-high-net-worth individuals and families since 2007. She has worked with a diverse range of clients, including U.S. Ambassadors, Pentagon Officials, Silicon Valley Executives, Real Estate Developers, NFL Hall of Fame families, Entrepreneurs, and multi-generational Sugar Farmers in Baton Rouge. Kristina specializes in investment selection and thoughtful portfolio construction tailored to each client's unique objectives, with extensive experience managing large-volume equity transactions, private alternative investments, foreign exchange, derivative, and fixed income instruments. She spent 15 years at Merrill's Crescent Court office with the Private Wealth Group Corbellini, Emanuelson, Kalyandurg & Associates and established her presence at Merrill's Star office in 2023. Kristina is a CERTIFIED FINANCIAL PLANNER4 professional and a Certified Investment Management Analyst4 (CIMA4) practitioner. She graduated from the University of Houston with a concentration in Finance and completed the Program in Financial Planning at Southern Methodist University as well as the Investment Management Theory & Practice CIMA4 program at the Yale School of Management. Based in Dallas, Texas, Kristina enjoys staying active, maintaining a healthy lifestyle, cooking, entertaining, and spending time with her family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Andrew Shaw is a Series 65-registered financial advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments, he was associated with Florida Financial Advisors and held roles outside the financial sector, including positions at Techtronic Industries and CarMax. 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 provides discretionary portfolio management through a centralized investment approach that combines quantitative and qualitative research and employs tax-aware and risk management strategies across a range of equity, fixed-income, and blended mandates.

Scott Boris is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 license and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors.

Kia Mohajeri is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at Rising Capital and spent time in education at Viera Charter/High School and Florida Atlantic University. 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 and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Jocelyn Linares is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at TIAA, Charles Schwab & Co., and UNTS, as well as various positions outside the financial sector. Fisher Investments serves a global client base of institutions and high-net-worth individuals, offering 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, employing tax-aware strategies and risk management tools.

Daniel Klein is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BFC Planning, Fiscal Harmony LLC, Berthel, Fisher & Company Financial Services, and Stearns Lending LLC. Outside of finance, he was involved with PASS Fitness LLC for eight years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Francisco Guerrero is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arvest Bank and Empower Advisory Group. Guerrero is also a commissioned notary in Fayetteville, Arkansas. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and positioning.

William Thrasher is a Series 65-licensed financial advisor with Fisher Investments, located in Plano, TX, and has eight years of industry experience. He previously worked at Boise River Insurance for one year before joining Fisher Investments in 2017. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative screening and qualitative research to manage globally diversified portfolios with various risk management techniques.

Benjamin Scarth is a financial advisor at Edward Jones in Plano, TX, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Club4 Fitness and Bibb Cunningham & Associates CPA, PLLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Jack Pike 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 Advanta IRA for two years and has held various roles since 2019, including positions at Trinity 12, LLC and Tillys. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and risk management techniques to construct diversified portfolios.

Clark Hurst is a Series 66 licensed financial advisor with Vanguard Advisers in Plano, TX. He has one year of industry experience and previously held roles at firms including Longhorn Wealth Management and PenFed Credit Union. Outside of his advisory work, he is a member of JugHead Enterprises LLC, a partnership involved in his wife's consulting business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base with a digital delivery platform supported by its team of advisors.

James Waterman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent four years at Veritiv. Outside of his advisory role, he holds a 50% share in a condominium in Naples, Florida, which is typically rented out seasonally. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Jameson Orme is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with one year of industry experience. Prior to joining Fisher Investments in 2024, he held various roles including work at Destination Decks and Chipotle. 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 construct diversified portfolios, and it manages risk through tax-aware processes and defensive strategies.

Laura Rivera Leaver is a financial advisor at Fisher Investments with a Series 65 designation. She joined the firm in 2024 and has prior experience working at Mews, Frontdesk Anywhere, and Amazon. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manage risk.

Blaine Rogers is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Capital Analysts, Lincoln Investment, and Northwestern Mutual. 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 with a five-member committee that integrates quantitative and qualitative research to construct globally diversified portfolios.

Ivan Wong is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, New York Life Insurance Company, and the Texas Army National Guard. Outside of his advisory work, he is an author and teaches criminology at Collin County College, as well as serving as a teacher at multiple educational institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by research from LPL and third-party subadvisors.

John Classe is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Frisco, TX, where he has worked since 2009. He holds Series 63 and Series 65 licenses and has been involved in the sale of fixed insurance products alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jack Mathews is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked in various retail and outdoor-related positions. 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 with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.