Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management options supported by research and diverse investment strategies.

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 66 and Series 63 licenses and previously worked at SoFi Securities, LLC and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and manages separate accounts as well as pooled investment vehicles.

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.

Irene Campos Valle is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2025 and has prior experience at L.L.Bean, Inc., as well as a background that includes full-time education and a gap year. 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 combining quantitative screening and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Amanda Andrews is a financial advisor with Fisher Investments, holding a Series 65 credential and five years of industry experience. Prior to joining Fisher Investments in 2021, she worked at John Deere and has held roles with the Girl Scouts of Eastern Iowa and Western Illinois, among other positions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, alongside sub-advisory and retirement plan services. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Christine Norton is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she held various roles in healthcare-related organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options with a nationwide network of over 23,000 advisors.

Kevin Kim is a financial advisor at Fisher Investments with Series 65 credentials and has been in the industry since 2023. He previously operated his own advisory firm, Kevin M. Kim, LLC, and has worked at Fisher Investments in multiple prior periods totaling seven years. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

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.

Timothy Fahey is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 26 years of industry experience. He previously worked at Charles Schwab & Co., Inc., HD Vest Investment Services, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

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.