Winston Malone is a financial advisor with Cambridge Investment Research Advisors in Trophy Club, TX, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Cambridge Investment Research since 2013. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Elizabeth Cooke is a Series 66-licensed financial advisor with Merrill in Frisco, TX, and has 18 years of experience with the firm. She has been with Merrill since 2008. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martinez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Vanguard-affiliated entities since 2024. His background also includes positions outside the investment industry, such as work in the floral business and higher education. 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 approach using proprietary models and offers portfolios built primarily from Vanguard funds and ETFs, supported by a large network of over 2,200 advisors.

William Mc Gee is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc., and spent one year at the University of Oklahoma. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. Schwab provides both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Hague is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. 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 across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee that employs quantitative screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

Garrett Mooney is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, Texas. He has one year of industry experience, including prior roles at CX Institutional and American National Bank & Trust. Fisher Investments serves a diverse global clientele of institutional and private clients, offering 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 incorporates tax-aware strategies and risk management techniques.

Thomas Lavine is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Anheuser-Busch for three years and held roles at Advantage Solutions, Merry Edwards, and California Polytechnic State University, San Luis Obispo. 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 led by a five-member committee and provides a range of services including sub-advisory and retirement plan management.

Logan Goodwin is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles across different industries, including insurance services and fitness. 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 and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Lucas Warner is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His background includes roles at the Camas School District and studies at the University of Arizona. Fisher Investments serves a diverse global client base of institutional and private investors, providing discretionary portfolio management across various asset classes using centralized investment decisions and a range of risk management techniques.

Milan Grbic is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and totaling three years of industry experience. His prior roles include positions at Fidelity Investments and Keller Williams. The firm serves a global mix of institutional and private clients by providing discretionary portfolio management and sub-advisory services, utilizing a centralized investment approach combined with tax-aware processes and risk management strategies.

Laurence Elmore is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at TD Ameritrade for 18 years before joining Charles Schwab in 2021. 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, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and centralized operational infrastructure.

John Wasson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its brokerage services since 2014. Outside of his financial career, he is also active as a church musician involved in album sales and studio recording. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Connor Heffernan is a financial advisor at Fisher Investments with a Series 65 designation and less than one year of industry experience. Prior to joining Fisher Investments, he worked at the Oregon Department of Human Services and has experience in higher education and secondary education settings. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Keith Lisonbee is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Bryce Harrold is a Series 65-licensed financial advisor with six years of industry experience, currently working at Fisher Investments since 2018. Prior to joining Fisher, he was affiliated with the University of Florida from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across equity, fixed-income, and blended mandates.

Ronan Townsend 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 Florida Financial Advisors and has held roles outside finance, including positions at Bonefish Grill and Orangetheory Fitness. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals, employing a centralized investment approach that integrates quantitative and qualitative research with tax-aware strategies.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tyler Klaus is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Farmers Financial Solution LLC and Farmers Insurance, accumulating a combined five years in those roles. 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 utilizes a centralized investment decision process incorporating quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

Thomas Miller is a CFA® charterholder with 26 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked for a total of 13 years across different Schwab entities since 2006. His prior roles include positions at Windhaven Investment Management, Inc. and his own firm, ThomasPartners, Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Cooper Putz is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has prior work experience at Salesforce and Whirlpool Corporation. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios across multiple asset classes and offers specialized services such as sub-advisory and retirement plan management.