Rayshawn Mccallum is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and UPS. Outside of his advisory role, he has worked as a package handler for FedEx Ground. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

James Morris is a Series 65 credentialed financial advisor with Fisher Investments, based in Plano, TX. He has a total of six years of industry experience, including two separate tenures at Fisher Investments. 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 through its Investment Policy Committee, utilizing quantitative and qualitative research combined with tax-aware and defensive strategies.

Shawn Jensen is a CFP® with 21 years of industry experience, currently serving at Fisher Investments since 2018. Prior to joining Fisher, he worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2014 to 2018. Fisher Investments provides discretionary portfolio management to a global client base including institutions and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques across various asset classes.

Nicolas Hernandez is a financial advisor with Ameriprise Financial Services in Plano, TX, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise since 2018 and a period at Texas Tech University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement, which provides written recommendation reports and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Mackenzie Downs is a financial advisor at Fisher Investments with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fisher Investments in 2024, Downs worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Fisher Investments serves a global mix 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, utilizing various risk management techniques and tax-aware strategies.

Allison Wilson is a CFP® with six years of industry experience currently with Raymond James Financial Services Advisors, Inc. She previously worked at Allen Independent School District for 12 years. Outside of her advisory role, she serves on the finance committee of The Cross Church in Wylie, TX. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jack Dole is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has six years of industry experience. He has been with Fisher Investments since 2019. Prior to that, he held roles at the University of Washington and VW Botanical Gardens. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware and risk management strategies for its clients.

Frank Fisher Jr. is a Series 65-licensed advisor with Fisher Investments in Plano, TX, where he has worked since 2022. He has 4 years of industry experience and previously spent 11 years with Wells Fargo Bank N.A. Fisher also hosts and produces the Midlife Awesome Podcast, a variety-style show based in Rockwall, TX. Fisher Investments serves a diverse global clientele, including 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 specialized services such as sub-advisory and retirement plan management.

Arin Johnson is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and three years of industry experience. Prior to joining Fisher Investments, Arin worked at Arconic and has experience in various roles including at Washington State University and Macy's. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios, including tax-aware strategies and risk management techniques.

Dylan De Sena is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and previously worked at Redfin Corporation and Keller Williams Real Estate. 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 Policy Committee to guide its globally diversified portfolios and employs various risk management techniques, including tax-aware processes and defensive tactics.

Joaquin Turner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through various roles including Financial Consultant, Director Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, he worked as a Banker at Wells Fargo from 2013 to 2014. With over a decade of experience in financial services, Joaquin focuses on co-creating comprehensive financial plans with clients. His expertise spans retirement planning, investment solutions, and client relationship management. His approach is grounded in integrity, positivity, and selflessness. Outside of his professional responsibilities, Joaquin is interested in fitness, football, parenthood, and volunteering.

Sydney Abraham is a financial advisor with LPL Financial based in Plano, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Calton & Associates, Inc. for seven years. He is co-owner of Ledger Ladies LLC, a tax preparation and accounting service. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Joo Won Kim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, Kim worked at Symmetry Capital Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. 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 applying an ESG eligibility framework in its investment recommendations.

Alyssa Meissner is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at Riman Korean Skincare, the University of Oklahoma, Pizzeria Testa, and Wakeland High School. 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 combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Cameron Martin is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher, he held roles in various businesses including Elemental Fundraising, Bartaco, and Florida Financial Advisors. 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 that integrates quantitative and qualitative research and utilizes tax-aware strategies and defensive tactics to manage risk and portfolio positioning.

Jaclyn Thorp is a financial advisor at Fisher Investments with seven years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at J.P. Morgan Securities LLC and various positions in education and corporate sectors. 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 employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Thomas Omori is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to this, he had brief employment at Diamond Resorts and periods of unemployment. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management utilizing centralized investment decisions, tax-aware strategies, and a combination of quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Travis Butler is a Series 65-licensed financial advisor at Fisher Investments in Plano, TX, with 20 years of industry experience. He has been with Fisher Investments since 2001. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and implements tax-aware and risk management strategies.

Richard Maddock is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. His prior roles include positions at Union Bank, First Tech Federal Credit Union, and Wells Fargo. Fisher Investments serves institutional and private clients globally, 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 diversified portfolios and provides a range of sub-advisory and retirement plan services.

John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.