Luis Lemus is a financial advisor with Merrill in Frisco, TX, holding Series 65, Series 63, and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Continuous Capital, Goldman Sachs & Co. LLC, and Lord Abbett & Co. 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 clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anurag Coramutla is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. He has been with Fisher Investments since 2018. His prior work includes roles at Monroe 33 Sports Center and the University of California, San Diego. 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 and utilizes tax-aware strategies and risk management techniques.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Trace Dennis is a financial advisor with LPL Financial in Wylie, TX, holding a Series 66 license and with 11 years of industry experience. He has worked at LPL Financial since 2015 and also operates the Jal Dennis Group. Outside of advising, he is a notary and is involved with Dennis Research LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of representatives. The firm offers diverse investment programs and advisory platforms, combining scale with a broad range of financial services beyond traditional investment management.

Olivia Gaines is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She has been with Fisher Investments since 2024 and has prior experience working with Black Diamond Camp, Eating Recovery Center, and The Village Roaster. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Dean Hassan is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. Outside of his advisory role, he has served as a professional Dungeon Master for Dungeons & Dragons gaming sessions. 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 process combining quantitative screening and qualitative research to construct globally diversified portfolios with tax-aware strategies and risk management techniques.

Donesia Mitchell is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Fisher Investments in 2024, she worked at JPMorgan SECURITIES LLC from 2021 to 2024 and had roles at Moss Adams LLP and Texas A&M University-Commerce. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes and utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Robert Pugh is a financial advisor with LPL Enterprise in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated product and service offerings.

Nicolas Fletcher is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services and in education within local school districts. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management that combines quantitative and qualitative research to construct diversified portfolios with risk management and tax-aware strategies.

Shirley Wong is a financial advisor at Fisher Investments with a Series 65 designation. She has been with Fisher Investments since 2023 and has a background that includes four years at the University of Florida and four years at American Heritage School prior to joining the firm. 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 decision process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Fleet Ratliff IV is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2015. Outside of his advisory role, Ratliff owns a rental property in Olympia, Washington, which is managed by a third party. 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 centralizes investment decisions through a five-member committee that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Eric Francis is a CFP® with 17 years of industry experience, currently advising at Vanguard Advisers in Plano, TX. His prior experience includes roles at Morgan Stanley and Charles Schwab. Outside of finance, he operated a photography business, Mariah Francis Photography, LLC, for one year. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based asset allocation with predominantly Vanguard funds and ETFs, managing a large client base through its digital platform and extensive advisor team.

Brad Mccollester is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Fisher Investments in 2021, he held roles at Fifth Third Securities, Fifth Third Bank, SunTrust Bank, United Parcel Service, and the Thirst Project. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative screening, qualitative research, and tax-aware risk management strategies.

Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Dillon Powell is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2024. Prior to joining the firm, he held roles at the University of Florida, Ingram Financial Group, LEGOLAND Florida Resort, and Lakeland Christian School. 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 manage diversified portfolios and provides sub-advisory and retirement plan services.

Daniel Gliane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 1997. 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 screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

David Goodrich is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2024. His prior experience includes roles at Principal Life Insurance Company and Princor Financial Services Corporation. Goodrich is a managing partner of Goodrich Financial Services, an independent insurance sales and investment business he founded in 1997. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and it is notable for its scale and complex affiliate network.

Elijah Cummins Mikkalson is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Florida Financial Advisors and has held various roles including research at Eckerd College's Health and Well-Being Lab. Fisher Investments serves a global client base of institutional and private investors, 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 manages multiple types of accounts including sub-advisory and retirement plans.

Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Dallas, Texas. She joined Merrill in 2007 and works exclusively with ultra-high-net-worth individuals and families. Kristina has experience serving clients from diverse backgrounds, including U.S. Ambassadors, Pentagon officials, Silicon Valley executives, real estate developers, NFL Hall of Fame families, entrepreneurs, and multi-generational sugar farmers in Baton Rouge. She specializes in investment selection and portfolio construction tailored to each client's unique objectives. Her expertise includes managing large-volume equity transactions such as IPOs and secondary offerings, as well as utilizing private alternative investments, foreign exchange, derivative, and fixed income instruments. Kristina is dedicated to creating comprehensive, goals-driven strategies that simplify complex financial decisions and support long-term objectives. Kristina holds a bachelor's degree from the University of Houston with a concentration in Finance. She completed the Program in Financial Planning at Southern Methodist University and the Investment Management Theory & Practice CIMA program at the Yale School of Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®) practitioner. Outside of her professional work, Kristina enjoys cooking, music, swimming, traveling, yoga, and spending time with family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Andrew Shaw is a Series 65-registered financial advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments, he was associated with Florida Financial Advisors and held roles outside the financial sector, including positions at Techtronic Industries and CarMax. 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 provides discretionary portfolio management through a centralized investment approach that combines quantitative and qualitative research and employs tax-aware and risk management strategies across a range of equity, fixed-income, and blended mandates.