Ryan Edwards is a financial advisor with LPL Financial in Plano, TX, holding a Series 66 designation and two years of industry experience. His prior roles include work at UrbanFootprint, Ekata, and Unearth Technologies, as well as academic positions at Princeton University and the University of Tennessee Chattanooga. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a extensive network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management options.

Craig Koller is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he owns and operates a photography business, Craig T. Koller Photography, where he takes and sells photos online and at open-air markets. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management with a centralized investment decision process that integrates quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a notable client base outside the U.S. and extensive sub-advisory relationships.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years before joining OSAIC in 2023. Outside of his advisory role, he is Vice President of The McMurdie Group Inc. and owns an insurance business assisting clients with life, disability, and long-term care coverage. OSAIC Wealth, Inc. serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various managed-account platforms using a combination of proprietary asset-allocation tools and third-party solutions.

Omar Tovar is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Vanguard Advisers and has previously worked at Charles Schwab and USAA in various financial planning and investment management roles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm’s scale and digital delivery model support a high client-to-advisor ratio, serving hundreds of thousands of client relationships.

Ethan Dawson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors, LLC and has operated a mobile detailing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Fisher Investments, he worked at Northwestern Mutual and J.P. Morgan, and he is involved in the wine industry through Ferris & Fletch Wine Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach with a combination of quantitative and qualitative analysis and provides services including sub-advisory and retirement plan management.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. 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 investment approach using proprietary models to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Kandler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience including multiple tenures at Fisher Investments and prior roles at Dish Network and academic institutions such as the University of Colorado and the University of Florida. Fisher Investments serves a diverse client base of institutional and private investors worldwide, providing discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative analysis. The firm offers a range of services including sub-advisory, retirement plan management, and implements tax-aware strategies to manage risk and portfolio positioning.

Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Arth Devani is a financial advisor at Fisher Investments based in Plano, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Fisher Investments, he worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates, using a centralized investment process that combines quantitative and qualitative research.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Braden Blackford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions centralized through a five-member Investment Policy Committee that employs quantitative and qualitative approaches to portfolio construction.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously with Exencial Wealth Advisors from 2016 to 2020. Outside of his advisory role, he is an officer of MJV Ventures, LLC, an investment-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Diane Ly is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previous work experience at The University of Texas at Dallas, Bank of America, and The Walt Disney Company. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management 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 manages risk through various tactical strategies.

Adam Replogle is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Prior to that, he was employed by the National Collegiate Athletic Association and Indiana University. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware processes and risk management tactics in its portfolio construction.