Michael Garrigan is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2022. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies and risk management techniques.

Bryce Leichtenschlag is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. He has been with Fisher Investments since 2019. Prior to this, he held positions at Enterprise Rent-A-Car, Vans a Division of VF Outdoor, and was involved with Sigma Delta Tau. 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 combining quantitative and qualitative research and incorporates tax-aware processes and defensive tactics to manage risk and positioning.

Dalton Morales is a Series 65-licensed financial advisor at Fisher Investments in Plano, TX, with nine years at the firm. Prior to joining Fisher, he worked at LA Fitness for five years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware strategies.

Judith Sherman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. She previously worked at Nexus Advisors for nine years and has been with MassMutual and its affiliated entities since 2004. Outside of her advisory role, she owns Cornerstone Wealth Strategies, a small business consulting and coaching firm. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars through a structured annual planning process that emphasizes collaboration and use of firm-approved analytics.

Ryan Schuman is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2007. Outside of his advisory role, he owns and operates El Campo Coffee, a coffee roasting and marketing business. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside extensive sub-advisory and retirement plan services.

Sonia Bitar is a financial advisor at Fisher Investments with a Series 65 designation and six years at the firm. She has two years of industry experience and previously worked in retail and manufacturing sectors, including multiple positions at Banana Republic and Lam Research Corporation. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

Jerry Shults Jr. is a financial advisor with J.P. Morgan Securities LLC in Frisco, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes multiple roles within JPMorgan entities since 2006, as well as positions at New York Life and Lyft. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Alexander Leonard is a financial advisor with Fisher Investments, holding a Series 65 designation. He has been with Fisher Investments since 2023, following previous experience at U.S. Bank and other roles. Leonard’s background includes work outside finance, such as at Toxic Wings and involvement with University of Oregon dining services. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and offers tax-aware strategies and risk management techniques.

Lisa Thorn is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Horn Solutions, Inc., Ayco, TD Ameritrade, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Janecek is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Roloff, Hnatek & Co. He is also a partner at Paul B. Holm & Co., PLLC, a CPA and accounting firm where he oversees operations and completes tax and audit work. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors and operates a multi-manager platform with various program structures and discretionary authorities.

Barbara Gelinas is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, she worked for over two decades at Luxottica of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it operates with oversight controls and sub-adviser delegation to manage conflicts of interest.

Mitchell Evans is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including work at Camp Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Butler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of experience in the industry. He previously worked at Next Financial Group, Inc for 16 years and has been involved in property and casualty insurance through Texas American Insurers since 1995. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Jennifer Hickman is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at TD Ameritrade, Inc. for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Cory Baker is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 66 licenses and previously worked in education at several high schools, including Marcus High School and Irving Nimitz High School. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process with quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Roberto Quintanilla is a financial advisor with Charles Schwab in Westlake, TX, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes roles at TD Ameritrade, HLB Transportation, Cisco Systems, and Frontline Freight. Outside of his advisory work, he is co-owner of Vape Vending USA LLC, a retail vending business. 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 advisory relationships with access to affiliated discretionary portfolios and provides centralized supervisory, custody, and order-routing services.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Kelson Honeycutt is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held positions at AdicetBio and Amazon and has experience teaching English as a foreign language through the Taan Kanik Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that includes quantitative and qualitative research.

Kaitlyn Peveto is a financial advisor at Fidelity Investments with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at CRAFThouse/Blind Salamander and Favor, as well as a background in education and community involvement through Justice for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Rodney Cunningham is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2006. Fisher Investments serves a global range of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes, using a centralized investment approach that incorporates quantitative and qualitative analysis along with tax-aware and risk management strategies.