Todd Lorber is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has 15 years of industry experience, all of which he has spent at Fisher Investments since 2011. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, and it employs tax-aware strategies and risk management techniques across equity, fixed-income, and blended mandates.

Jorge Monge Fallas is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2023. Prior to his current role, he spent 16 years at DXC TECHNOLOGY and is also affiliated with Universidad de la Cooperacion Internacional since 2022. 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 diversified portfolios and offers services including sub-advisory and retirement plan management.

Brandon Dillman is a financial advisor at Edward Jones in Roanoke, TX, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse client types such as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Summerlin is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Schwab, he worked at Domino's and Quiktrip. Outside of advising, he is the founder of Dice Book Publishing, an authoring venture through which he earns royalties from book sales on multiple platforms. Charles Schwab 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 client advice with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Anna Ray is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Fisher Investments since 2017 and previously at Merrill Lynch from 2015 to 2017. 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 and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Carter Green is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. He previously worked at Abba Fund and has been involved with Livada Orphan Care / Fundatia LOC. 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 approach combining quantitative and qualitative research, and employs various risk management and tax-aware strategies.

Alec Mickel is a financial advisor at Fisher Investments based in Plano, TX, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Wells Fargo, Equitable Advisors, LLC, and Northwestern Mutual. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach that integrates quantitative and qualitative research to create diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Shanth David is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at several firms, including Avantax Investment Services and Merrill, prior to his current role at Cetera. Cetera Investment Advisers LLC serves a diverse client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Aaron Carlson is a financial advisor at Fisher Investments with 15 years of experience. He holds a Series 65 designation and is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware processes and risk management strategies to construct globally diversified portfolios.

Brady Abbott is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Jersey Mike's Subs and Holly Donaldson Financial Planning. 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 approach that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various sub-advisory and institutional relationships.

Kayla Herron is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked in education-related roles with Plano ISD and Irving ISD. Outside of her advisory work, she is part-owner of a short-term rental property business. Fidelity’s affiliated firm, Strategic Advisers LLC, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Sydney Webb is a financial advisor at Fidelity with one year of industry experience. Before joining Fidelity Investments in 2025, Webb worked for Texas A&M University Transportation Services and was involved with Hideout Burgers Mansfield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm is notable for its role as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of advanced technologies such as AI in portfolio management.

Patrick Lister is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2017, following three years at PNC Investments. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management with a centralized investment process that includes quantitative and qualitative research. The firm offers a range of services including sub-advisory mandates and retirement plan management, utilizing tax-aware strategies and various risk management techniques.

Mandeep Dhother is a Series 65–licensed financial advisor at Fisher Investments with seven years of experience at the firm and five years in the industry overall. His work history includes two separate tenures at Fisher Investments spanning from 2014 to the present, with a brief period of unemployment in between. 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 centralized investment decisions through a committee that uses quantitative screening, qualitative research, and tax-aware processes to manage risk and construct diversified portfolios.

Darian Jones is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Isaiah Wahlstrom is a Series 65-licensed financial advisor at Fisher Investments with eight years at the firm and two years of industry experience. He holds a bachelor's degree from the University of Wisconsin-Madison. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process and a combination of quantitative and qualitative research.

Nisha Bhandary is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and having 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of her financial services career, she was involved with Saivi Shree, LLC, operating under the name Embroid It, during 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles at Republic Finance, MK Empire Realty, and Stars & Spirit. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios that use a combination of fundamental research, quantitative analysis, and algorithmic construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic investment methodologies.

Sherry Wear is a financial advisor at Ameriprise in Grapevine, TX, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously spent 15 years in homemaking. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.