Mason O'hara is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at J.P. Morgan Chase & Co and the University of Iowa. Outside of finance, he has experience working at Finkbine Golf Course. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing asset-allocation advice and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Leslie Brownlee is a financial advisor with Edward Jones in Carrollton, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Leslie worked at Legacy Senior Communities and Edgemere. Outside of advising, Leslie manages a rental property in Denison, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Saks is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and one year of industry experience. Before joining Fisher Investments in 2024, he worked at Play it Again Sports from 2022 to 2024 and held positions at Ace Parking and Lido House Valet in 2021 and 2022. He completed his studies at Boise State University in 2024. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies and defensive tactics to manage risk.

Collin Robinson Jr. is a CFP®-designated financial advisor with 22 years of industry experience, currently with Vanguard Advisers. He has been with THE Vanguard Group, Inc. since 2003. Outside of his advisory role, he has been involved with the Charlotte Soccer Club since 2002. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach combines goal-based, algorithm-driven strategies with portfolios mainly constructed from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Paul Phillips is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at firms including First Command Financial Services, Mission Square Retirement, U.S. Bancorp Investments, and Schwab Private Client Investment Advisory. Phillips maintains an insurance license but has no other business activities reported. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor teams.

Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Danh Tran is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors prior to joining Charles Schwab in 2025. Outside of his advisory role, he owns a non-agent real estate investment property. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services, combining non-discretionary advisory models with access to affiliated discretionary separately managed accounts.

Matthew Kenny is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, he has experience in the food service industry. Fisher Investments serves a global client base including institutional 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 and offers sub-advisory and retirement plan services.

Justin Tulley is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2024, he held positions at Mutual of Omaha Insurance Company and various non-financial roles. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Breanna Burke is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and TD Ameritrade. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Robert Dillenback IV is a financial advisor with RBC Capital Markets in Frisco, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers and integrated capital markets capabilities.

David Ryan is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Charles Schwab in 2023, he worked at TD Waterhouse Investor Services, Inc. and Ameritrade Inc. from 2006 to 2024. Outside of his advisory role, he is a member of Group Therapy, LLC, which operates a rental service not related to real estate. 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by due diligence from its Center for Financial Research.

Isaac Noles is a financial advisor at Fisher Investments with six years of industry experience. He has held his current position since 2017 and previously worked at Pacific Lutheran University from 2015 to 2017. Isaac holds a Series 65 designation and is based in Plano, Texas. 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 centralizes investment decisions through a committee that uses quantitative and qualitative methods to manage diversified portfolios, employing tax-aware and risk management strategies.

George Conzelman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2023, he held roles in various sectors including hospitality and maintenance. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Christopher Pham is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and FIDELITY Brokerage Services LLC. Pham is based in Plano, TX and has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm leverages a centralized Investment Policy Committee and employs tax-aware strategies and various risk management techniques in its portfolio construction.

John Aleva is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at firms including Morgan Stanley and Miami University. 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 and employs tax-aware strategies and risk management techniques.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Ellington is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Plano, TX, and has five years of industry experience. Her prior roles include positions at Wells Fargo Private Bank and Waterfall Wealth, LLC, an investment-related business she owns. She also holds law and CPA licenses in Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo’s research and planning tools to develop tailored recommendations, allowing clients to choose how to implement them through various brokerage or advisory programs.

Cameron Sanborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. He has been associated with Fisher Investments since 2016, including prior roles from 2016 to 2017 and from 2017 to 2022, as well as his current position since 2022. Before joining Fisher Investments, he worked at Washington State University Vancouver for one 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 combines quantitative and qualitative research through a centralized investment committee to construct diversified portfolios and employs tax-aware processes alongside risk management techniques such as derivatives and tax-loss harvesting.