Sean Christy is a Series 66 licensed financial advisor with Vanguard Advisers, based in Plano, TX, and has three years of industry experience. Prior to joining Vanguard, he held roles at BXS Insurance and various educational institutions. Outside of his advisory work, Christy is the owner of Full Stream Ahead, a residential cleaning business. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware strategies.

Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process blending quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and various defensive tactics.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Kevin Goyert is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2012. 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 led by a five-member committee and incorporates tax-aware strategies and risk management techniques.

Erick Carlos is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo, and VisionPoint Advisory Group. Outside of his advisory work, he serves as CEO of NEC Capital, LLC and is the owner of Texas Private Wealth Insurance Group, which provides various insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Glass is a Planning Consultant who focuses on helping clients identify, organize, and pursue their financial goals by simplifying the complexities of financial planning. He emphasizes understanding his clients and earning their trust as fundamental elements of his professional relationships. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, and a Relationship Manager at Bank of America from 2007 to 2017.

Jared Ambrose is a Series 65-credentialed advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments, he held positions at Fivestars, Uhaul, and Vector Marketing. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Austin Adamcewicz is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Florida Financial Advisors and has held various roles outside of finance, including as an Instacart shopper. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates both quantitative and qualitative research.

Matthew Gournay is a CFP® with 35 years of industry experience, currently serving with LPL Financial since 2020. Prior to joining LPL, he worked at Woodbury Financial Services for five years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services supported by proprietary research and third-party subadvisors.

Hayden Hutton is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwest Liquid Gold and held various roles at Washington State University and Hilton Hotels. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.

Austin Jefferson is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Fisher Investments in 2025, he worked at TIAA-CREF Individual & Institutional Services and VALIC Financial Advisors, and he is also an author of faith-based books, including one focused on investing and retirement planning. In addition, he writes faith-based screenplays aimed at Christian movie production companies. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management with a centralized Investment Policy Committee that employs quantitative and qualitative research. The firm provides a range of services including sub-advisory and retirement plan management, using tax-aware strategies and risk-management tactics across diversified global portfolios.

Brian Taylor is a financial advisor at Fisher Investments in Plano, TX, holding Series 65, 66, and 63 licenses. He has prior experience at Mass Mutual Investors Services and McAfee, LLC. 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. The firm provides discretionary portfolio management using a combination of quantitative and qualitative research and implements tax-aware processes and defensive tactics to manage risk and positioning.

Charles Bernsen is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2018 to 2021, and Wells Fargo Bank N.A. from 2016 to 2018. Outside of his advisory role, he is an independent seller and distributor of essential oils with Young Living. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Benjamin Cooper is a financial advisor at Fisher Investments with one year of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Fisher Investments in 2025, he worked at OmniVest Capital LLC for six years and has experience in both academic and entrepreneurial roles. 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 various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Severino Di Bucci is a Series 65 licensed advisor at Fisher Investments with five years of industry experience. He previously worked at Apex Systems, Quicken Loans, and Mack Industries, and attended Ohio University. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates using a centralized investment process that combines quantitative and qualitative research. The firm provides sub-advisory and retirement plan services and manages accounts through diverse strategies including tax-aware and defensive tactics.

Scott Vosler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience, including prior roles at Wells Fargo Bank and Iconma. Fisher Investments serves a global range 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 to construct diversified portfolios, and offers sub-advisory and retirement plan services.

Seth Sartain is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Allen, TX. Prior to his current role, he worked with Ricker Retirement Specialists and Elite Financial Management, both affiliated with LPL Financial, and spent six years with Lovejoy Independent School District. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer Lucius is a financial advisor at Fisher Investments with six years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Morgan Stanley, Fidelity Investments, Bank of America, Merrill, and other firms. Outside of finance, she has experience with Varsity Tutors and Sunsational Swim School. 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 Policy Committee that uses quantitative and qualitative methods to construct diversified portfolios and incorporates tax-aware and defensive strategies to manage risk.