Trent Werner is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work history includes roles at Uptown Properties, Premiere Property Group, and JP Morgan Chase Bank. Outside of advising, Werner owns personal real estate holding and brokerage LLCs. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm’s centralized investment process combines quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware and risk management strategies.

Jacob Baumann is a Series 65–licensed advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Before joining Fisher Investments as a financial advisor in 2022, he worked at the firm in other roles beginning in 2018 and previously was employed at Genesis Health Clubs. Fisher Investments serves a global range 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 and offers tax-aware strategies alongside various risk management techniques.

Jennifer Lully is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of her advisory role, she is the founder and CEO of Broken Mirror LLC, an eco-fashion, beauty, and art online business, and manages The Startup Club, a networking group focused on the food and beverage industry. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes with a centralized investment approach that combines quantitative and qualitative analysis.

Paulo Matias is a financial advisor at Fisher Investments with Series 63 and Series 65 registrations and five years of industry experience. His prior experience includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, US Bank, Bank of Central Florida, PNC, and Raymond James Bank. Fisher Investments serves a global client base, including institutional and high-net-worth individual investors, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach that combines quantitative and qualitative research to manage globally diversified portfolios and incorporates tax-aware and risk management strategies.

Carlos Jovel Quiros is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes roles at EY, Secure Title Latin America, and the Universidad de Costa Rica. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized Investment Policy Committee and quantitative and qualitative methods to construct diversified portfolios, with services extending to sub-advisory, retirement plans, and private-fund advisory.

Hien Lai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jimmy Lee is a financial advisor at LPL Financial with 32 years of industry experience. His background includes roles at Waddell & Reed, Inc. and various insurance carriers over 26 years, as well as a brief tenure at Roy Wiesner, CPA. He also operates a tax-related business entity and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, employing diverse strategies supported by advanced research and operational tools.

Cameron Bleibtrey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC Institutions, Inc., Ballston Spa National Bank, and Northwestern Mutual. Outside of finance, he has worked as a restaurant server at Olive Garden. 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 various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware and risk management strategies.

Nicole Smith is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked as an independent travel agent and was involved in entertainment event staffing. She also has experience in education through roles in multiple school districts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers various investment strategies and affiliated services, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Patrick M. Evans is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 licenses. Evans serves on the Dean's Advisory Council for the LSU EJ Ourso College of Business, advising and supporting the Dean's initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Aden is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and several other firms. 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 decision process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Kelly Daugherty is a financial advisor with Edward Jones in Aubrey, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2024, Daugherty worked at JP Morgan Securities LLC, JPMorgan Chase Bank, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Morgan Stanley, and TD Ameritrade. Daugherty also served eight years in the US Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Ryan Smith is a Series 65 licensed financial advisor at Fisher Investments with five years of industry experience. He previously worked at U.S. Bank for 23 years and is also active as a real estate agent with Wise Move Real Estate. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across multiple asset classes and employing a centralized investment process that integrates quantitative and qualitative research.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Austin Lester is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at LPL Financial since 2018, following seven years at Invest Financial Corporation, and has been associated with Milestone Planning Partners for over two decades. Outside of advisory work, he serves as CFO of Milestone Insurance & Investment Services, managing operations with a focus on Medicare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including access to model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Nadia Moye is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 credential and has worked at several organizations, including Seidel Schroeder and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Keith Rinn is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a diverse global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, and it employs tax-aware strategies and defensive tactics to manage risk.

Xin Liang is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo from 2013 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform its recommendations.

Dustin Bernard is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, EquityBee, Northwestern Mutual, and a one-year position with the Miami Marlins. Fisher Investments serves institutional and private clients globally, offering 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 provides a range of services including sub-advisory and retirement plan management.

Luke Liacone is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and Park Avenue Securities. Fisher Investments serves institutional and high-net-worth clients globally, providing 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 alongside various risk management techniques.