John Onufreiczuk is a financial advisor with Vanguard Advisers holding Series 66 and Series 63 licenses and 24 years of industry experience. His prior work includes roles at Schwab Wealth Advisory, TIAA, Empower Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Terry Doyle is a financial advisor with Ameriprise in Richardson, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, Doyle manages several business entities related to his practice and land holdings, including farming operations in Texas. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing tailored, research-driven recommendations on income, Social Security, and tax strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Franklin Ngai is a financial advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Charles Schwab and has a background that includes roles in education and recreation. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates, with investment decisions made by a centralized committee using quantitative and qualitative research methods.

Laura Thuener is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at The Vanguard Group since 2025 and previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach focused on personalized asset allocations. The firm manages a large client base through a combination of digital platforms and advisor teams, offering portfolios primarily composed of Vanguard funds and ETFs with various customization options.

John Sheridan is a CFP® with 13 years of industry experience and has been with Fisher Investments since 2021. His prior experience includes roles at E*TRADE Capital Management, T. Rowe Price, and J. Alexander's Corp. He volunteers regularly with the LME Dads Club, participating in service projects and fundraising events. Fisher Investments serves institutional and high-net-worth clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to build globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Vanessa Houle is a CFP® professional with 21 years of industry experience, currently serving at Fisher Investments since 2019. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of her advisory work, she is a co-owner of a short-term vacation rental property. Fisher Investments serves a broad range of institutional and private clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Damien Dhossche is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2024, his background includes roles at Natures Choice and Hollywood Feed. 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 across equity, fixed-income, and blended mandates using a centralized investment process that incorporates quantitative and qualitative research.

Dylan Barbieri is a CFP®-credentialed financial advisor with three years of industry experience, currently with Fisher Investments since 2026. Prior to joining Fisher, he held roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, he has experience with the Tallahassee Volleyball Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies and risk management tactics.

Adam Anagnostis is a financial advisor with Fisher Investments, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Wyndham Destinations, MetLife Investors Distribution Company, Bank of America, Providence Public School Department, and Nordstrom. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ksenia Stetsen is a financial advisor at Fisher Investments with 6 years of industry experience and holds a Series 65 designation. She has worked at Fisher Investments since 2015. Outside of her advisory role, she owns Flipping Out LLC, a business focused on fix and flip real estate transactions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various investment vehicles.

Ahmed Uddin is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TradeStation Securities, American Express, and New York Life, among other firms. 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 centralized investment policy committee, combining quantitative and qualitative research to construct globally diversified portfolios and employing tax-aware and risk management strategies.

John Hoskin III is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at State Street Bank and Trust for one year before joining Fisher Investments in 2017. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christopher Wells is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence that combines quantitative screening and qualitative research to build model asset allocations.

Keith Hudson is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials with 26 years of industry experience. His career includes roles at firms such as Charles Schwab and Fisher Investments. In addition to his advisory work, he is involved in a private label supplements business called NaturesRX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized reporting. The firm’s program combines quantitative and qualitative due diligence with a range of investment strategies, including ESG considerations, supported by affiliates for implementation and portfolio services.

William Meskill is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes various roles at Baylor University and other organizations. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach integrating quantitative and qualitative research to manage diversified portfolios and risk.

Oboghene Ezaga Jr. is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fisher Investments, he worked at Fidelity Investments and has additional work experience in various roles including student employment and self-employment. Outside of his financial advisory work, he is a sole proprietor involved in live music performance and recording. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across diverse asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware and risk management strategies in its portfolio construction.

Matthew Mccarthy is a financial advisor with Fisher Investments, holding a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked in various roles including positions at Ciccio Restaurant Group, Servpro, and The University of Tampa. 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 process combining quantitative and qualitative analysis to construct globally diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Michael Foltmer is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Fidelity, Waddell & Reed, Northwestern Mutual, and Avantax. 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 employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with tax-aware features and a range of customization options.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Lars Strame is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Fisher Investments since 2005 and previously spent four years at Wells Fargo Investments. Outside of his advisory role, he serves as an officer on the board of the Grateful Guitars foundation, which provides instruments to musicians. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment approach combines quantitative and qualitative research to construct diversified portfolios and includes tax-aware strategies and risk management techniques.