Aiden Murphy is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. He began his career in the financial services industry in 2025, with prior experience at MassMutual Life Insurance Company, MML Investors Services, LLC, and Ideal Impact Inc. He also spent time working with Pine Cove Camps before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and technology-driven portfolio management tools.

Kylie Riveron is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fisher Investments, she worked at Brighthouse Financial and held roles in various other companies, including Seaport Pier and Pine Run Retirement Community. 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 and qualitative research and offers tax-aware processes alongside defensive risk management tactics.

Carla Jenkins is a financial advisor at Fisher Investments with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2002. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, 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 analysis, tax-aware processes, and various risk management techniques.

Logan Redey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors, LLC, and has research experience at Southern Methodist University Behavioral Research Lab. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Erum Nawab is a financial advisor at Morgan Stanley in Dallas, TX, holding Series 63 and Series 65 credentials with five years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Charles Schwab and Bank of Texas. Morgan Stanley Wealth Management serves both individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through corporate agreements.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Raymond James Financial Services, Inc. from 2018 to 2023 and has been with Merrill since 2023. 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 clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Erik Lopez is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Fisher Investments, Erik worked at Fidelity Investments and held various roles in education and service organizations. 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.

Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. 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 and maintaining affiliated capabilities such as a trust company and mutual funds.

Ronald Naperala is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Poseidon Wealth Management and Pacific Advisors, and he served in the U.S. Navy for 22 years. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including 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 multiple asset classes.

Patrick Moes is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His work history includes roles at NW Food & Gifts, Linfield University, and the Boise School District. 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 decision process and offers tax-aware strategies, sub-advisory services, and manages both separate accounts and pooled investment vehicles.

Mitchell Tuffey is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2022. Prior to this, he was employed at Hope Christian Schools: Fidelis and Wisconsin Rental Center. 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 screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Keri Mayfield is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to her current role, she was involved with several businesses, including Studio Pearlescent LLC, Fallatah Property Management LLC, and Plantonix LLC. She also serves as a Notary Public in Medford, OR. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Galpert is a CFP® with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 66 designation and is based in Frisco, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with a nationwide network of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Lucas Le Blanc is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, he is involved as a member and majority owner in companies related to mineral royalties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a financial advisor at Fisher Investments in Plano, TX, with nine years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware strategies and risk management techniques.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.