Sara Lopez is a Series 65-licensed financial advisor at Fisher Investments with several years of industry experience, primarily within the firm since 2023. Prior to joining Fisher Investments, she worked at O9 Solutions and was involved with Elevate Life Church and Elevate Life Institute. Fisher Investments provides discretionary portfolio management to a diverse client base that includes institutional investors, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage globally diversified portfolios, employing tax-aware strategies and risk management techniques.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hugo Navarro is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, Lumio, NEXA Mortgage LLC, HSBC Securities USA, Inc., and Wells Fargo Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management that spans equity, fixed-income, and blended mandates. The firm uses centralized investment decisions supported by quantitative and qualitative research and employs tax-aware and risk management strategies across its offerings.

Catherine Garcia is a financial advisor at Merrill with eight years of industry experience and a Series 66 designation. Her prior roles include positions at Edward Jones, Thrivent Financial, and Transamerica Financial Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Lorrie Bradford is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for 11 years prior to joining Vanguard in 2026. Bradford also spent two years affiliated with Franklin University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily utilizes Vanguard funds and ETFs in its portfolios.

John Giamanco is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Wells Fargo, Scottrade, Inc., and Florida SouthWestern State College. He maintains an inactive insurance license. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management tactics.

Adam Baker is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Hilltop Securities, NexPoint Securities, Robinhood Financial, and TD Ameritrade. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Tyler Blackwell is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial firms. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Denis Vinicio Amores Gamboa is a financial advisor at Fisher Investments with a Series 65 designation and less than one year of industry experience. Before joining Fisher Investments in 2026, he worked at Amazon from 2020 to 2025 and has been affiliated with Universidad de Costa Rica since 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides services including sub-advisory, retirement plan management, and tax-aware strategies.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at MassMutual and Primerica Financial Services. Outside of finance, she owns ClkCourse with Stacy, a non-investment related business. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that incorporates model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Richard Moulton is a Series 66-licensed financial advisor with Edward Jones in Plano, TX, where he has worked since 2019. He has seven years of industry experience, including five years at Dr Pepper Snapple Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Amanda Pritchard is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fisher Investments in 2026, she worked at Principal Advised Services and held multiple roles within the Principal Financial Group from 2022 to 2026. She has also served as a retirement consultant providing investment advice to plan participants. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management and retirement plan services. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes strategies such as tax-aware management and defensive tactics to manage risk and portfolio positioning.

Casey Lane is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey collaborates with clients to develop disciplined financial strategies tailored to their family's goals, aiming to simplify complex financial decisions and provide clarity and confidence. Casey has been with Fidelity Investments since 2016, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant II, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects experience in financial advising, investment consulting, relationship management, and retirement planning. Casey holds an Arkansas Insurance License. Outside of professional responsibilities, Casey is interested in board games, family activities, golf, reading, running, and volunteering.

Sarah Crumpler is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been working in the financial services industry for over twelve years, focusing on helping individuals and families plan for their retirement goals and financial future. Sarah approaches every client interaction as an opportunity to build trust and demonstrate her integrity. Her professional experience at Fidelity Investments includes roles as Senior Relationship Manager and Relationship Manager at the Plano Investor Center, Financial Representative, and Inside Sales Representative in Fidelity Institutional Asset Management. She has held her current position since 2019. Outside of her professional work, Sarah enjoys cooking and baking, participating in family activities, gardening, watching movies, spending time with pets, and volunteering.

Ryan Ross is a financial advisor at Cetera with Series 65 and Series 66 licenses and one year of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 21 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options, including discretionary and non-discretionary management and access to third-party money managers.

Mehdi Ahmadi is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked at Nokia from 2014 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Nowakowski is a CFP® and holds a Series 63 license with 13 years of industry experience. He has been with THE Vanguard Group, Inc. since 2013. 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 approach using proprietary methodologies and predominantly constructs portfolios from Vanguard funds and ETFs.

Cary White II is a financial advisor with Fisher Investments, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Kay Jewelers, and Wells Fargo Bank, N.A. 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. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment process that incorporates quantitative and qualitative research, tax‑aware strategies, and risk management techniques.

Spencer Langdon 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 Cycode, Vault Data, and Tessian. 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 approach combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.