Richard Lytle is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by machine-learning tools and oversight of substantial discretionary assets.

Philip Bubernak is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Goldman Sachs and Lockheed Martin. 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 employs a centralized investment process combining quantitative screening and qualitative research to build globally diversified portfolios and utilizes tax-aware strategies alongside defensive tactics to manage risk.

Joshua Hall is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Fisher Investments since 2018 and was previously with First Republic Investment Management, Inc. for two years. Based in Plano, TX, Hall currently serves clients through Fisher Investments. Fisher Investments manages discretionary portfolios 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 analysis to construct diversified portfolios and offers a range of services such as sub-advisory and retirement plan management.

Ranee Kent is a financial advisor at Ameriprise in Plano, TX, with six years of industry experience. She holds a Series 66 designation and has prior work history at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Hul-Ster Roofing LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies. The firm's approach incorporates research, third-party data, and algorithmic tools managed by an internal committee, with enrollment criteria that include minimum investable assets and a focus on Ameriprise-managed assets.

Levi Marsh is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, UniFirst, and Alluvian. Outside of finance, Levi is the founder and operator of Mental Health in Business, a coaching business focused on mental and physical habits for professionals. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

David Holland is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, USAA Investment Services, and Edward Jones. Outside of his advisory work, he has worked as a courier for Uber. J.P. Morgan Securities LLC 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 to support its recommendations.

Matthew Hinesley is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and having two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwestern Mutual in 2020 and has held various roles in other industries including positions at Target and Mecklenburg Gardens. 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 integrating quantitative and qualitative research and offers tax-aware risk management strategies.

William Bowles is a financial advisor at Merrill with Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he holds a power of attorney position for a private entity in Plano, Texas. Merrill, along 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 various model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Leach is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018, following a prior role at J.P. Morgan Chase Bank and a year at Abercrombie and Fitch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kurt Petersen is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Kula is a Series 65-licensed financial advisor at Edelman Financial Engines with seven years of industry experience. She has worked at Financial Engines Advisors, L.L.C. since 2019 and previously held roles at Edward Jones and Macy's. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolios and a mix of discretionary and non-discretionary management options.

Felicia Williams is a financial advisor with Vanguard Advisers based in Plano, TX. She holds a Series 66 designation and has three years of industry experience. Prior to her current role at Vanguard, she has worked in both professional studies and human resources, and she is also the owner of a barber and beauty salon, Kreative Cuts & Styles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Lauren Snowden is a Series 66 licensed financial advisor with nine years of experience at UBS Financial Services in Plano, TX. Prior to joining UBS in 2017, she worked at Trader Joe's for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Pasquariello is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. His prior work experience includes roles at Conduent, Toyota, and various self-employed 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 across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to construct globally diversified portfolios.

Bryce Peacock is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Solutions, Associated Bank, Grove Point Investments, Allstate, LPL Financial, Mountain America Credit Union, and chrysalis inc. He is based in Plano, TX. 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 employs a centralized investment approach through its Investment Policy Committee and uses various risk management techniques, including tax-aware strategies and defensive tactics, to manage client portfolios.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donalee Gonzales is a CFP®-designated financial advisor with LPL Financial, based in Flower Mound, TX, and has 18 years of industry experience. She previously worked at D.A. Davidson & Co., Crowell Weedon & Co., and Wedbush Securities Inc. Gonzales operates under the Mountain View Financial Group name as part of her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Callum Holley is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He joined Fisher Investments in 2022 after two years at Pacific Office Automation. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Ryan Nolan is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at SoFi Securities, SoFi Wealth, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management with an investment approach that combines quantitative screening, qualitative research, and centralized portfolio management. The firm manages globally diversified portfolios and incorporates tax-aware processes as well as defensive tactics to manage risk and positioning.

Arin Holliman is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Fisher Investments serves a global mix of institutional and private clients, providing 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 globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk and positioning.