Audrey Zinn is a Series 65 credentialed financial advisor at Fisher Investments with one year of industry experience. She has held roles at various organizations including Bellingham Fitness and Masterworks. 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 approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

William Mortell is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2007. 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 process managed by an Investment Policy Committee, employing tax-aware strategies and risk management techniques for diversified portfolios.

Catherine Hunt is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023 and at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Julie Hess is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Baylor Scott and White Medical Center. Outside of financial advising, she has participated in food delivery services through Uber Eats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, emphasizing a nationwide network of advisors and branch offices alongside affiliated capabilities such as trust services and securities-based lending.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2007 to 2011. In addition to his advisory role, he is involved with Green Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Michael Gigantelli is a Series 65-registered financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2014. 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 process led by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services while managing separate accounts, pooled vehicles, and collective funds.

Cassidy Filzen is a Series 65-credentialed financial advisor with Fisher Investments, where she has spent 10 years, including 3 years as an advisor. Based in Plano, TX, she works with a firm known for serving a diverse global client base that includes institutional and high-net-worth individuals. Fisher Investments provides discretionary portfolio management, sub-advisory services, and retirement plan solutions, utilizing a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios.

Daniel Homan is a financial advisor at Fisher Investments, holding a Series 65 designation with 14 years of industry experience. He has been with Fisher Investments since 2006. 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 employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Jeremy Crider is a CFA® charterholder with 10 years of industry experience. He joined Fisher Investments in 2025 and previously worked at Tampa Bay Trust Company and SunTrust Bank and its advisory affiliates from 2016 to 2024. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, 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 and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Before joining Vanguard in 2025, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, among other firms. Outside of his advisory role, he owns Luten Ventures, LLC, a business focused on sports memorabilia sales. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, offering a range of customizable portfolios built mainly from Vanguard funds and ETFs.

Fabian Lumsden is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he was involved with ASM Sports and ASM Scholarships. Fisher Investments serves institutional and private clients worldwide, 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 a range of services including sub-advisory and retirement plan management, with a global client base and specialized tactical approaches to risk and tax management.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of capital markets services.

Peyton York is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he is currently employed. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs, combining scale with digital delivery across a broad client base.

Jonathan Reimer is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He has been with Fisher Investments since 2026. Prior to this, he worked at OppFi from 2019 to 2025 and has a background including experience at Girl and the Goat. 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 integrates tax-aware strategies and risk management techniques.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2011 and previously at Merrill from 2007 to 2011. Outside of his advisory role, he serves as a head coach for the Plano West Junior Varsity Club Hockey Team and as an assistant coach for the McKinney North Stars youth hockey organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and a broad range of investment options.

Justin Harp is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Fisher Investments since 2007. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research.

Michael Thorpe is a financial advisor with Fisher Investments in Plano, TX, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior work includes positions at Merrill and Time Insurance Agency, Inc. Outside of finance, he is the managing member of two businesses that buy and sell sports cards and related collectibles. 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 approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.