David Askenase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David's approach centers on providing personalized investment and financial advice to entrepreneurs, young professionals, and individuals undergoing significant life transitions such as divorce or the loss of a spouse. David brings extensive experience to his role, having served for more than eight years as a Vice President and Financial Advisor at Bernstein Private Wealth in New York City and Dallas before joining Merrill. He works collaboratively with clients and their other trusted advisors on areas including trust and estate planning, business succession planning, and family engagement. His goal is to develop wealth strategies that align with clients' long-term business and family objectives. David earned a bachelor's degree from Baruch College. Beyond his professional work, he is actively involved in his community in Dallas, where he lives with his wife and two sons. He volunteers locally and serves as Secretary of 24HourDallas, a nonprofit focused on enhancing safety and inclusivity in Dallas nightlife. Additionally, he acts as Sponsorship Chair for the Association of Corporate Growth in Dallas-Fort Worth.

Keith Burrus is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Thrivent Financial, Edward Jones, and Ministry Brands. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk with various defensive strategies and tax-aware techniques.

Eric Lull is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He also spent three years affiliated with Texas Tech University. 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, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Liam Mc Govern is a financial advisor at Fisher Investments with a Series 65 designation. He has been with the firm since 2022 and has prior work experience in various roles, including positions at Vorsana Incorporated and Amazon Fulfillment. Fisher Investments serves a global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee, combining quantitative and qualitative methods to manage globally diversified portfolios and employs tax-aware strategies along with risk management techniques.

Kennadie Lopez is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with four years of industry experience. Prior to joining Fisher Investments in 2019, Lopez worked across various roles including at Flip Side, LA Fitness, Baker Street, and Beauty and the Bull Bar and Grill. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative screening and qualitative research to build diversified portfolios.

Curtis Oliff is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. Prior to Merrill, he worked at Bank of America N.A., Synergy Wealth Solutions, Goldberg and Rich LLP, Rader Hospitality LLC, and the University of Missouri. He serves as a committee member on the Planned Giving Advisory Council for the American Red Cross St. Louis Area. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Luke Finn is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher, he was a full-time student athlete and worked at Lawson Event Rental. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christian Elsner is a financial advisor at Fisher Investments with a Series 65 designation and industry experience beginning in 2022. Prior to joining Fisher Investments in 2026, he worked at Xpensions, Moodys, and Cencosud. Fisher Investments serves a global client base including institutional and private clients such as 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 that combines quantitative and qualitative research to construct diversified portfolios with tax-aware risk management strategies.

Matthew Steslow is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked across several roles at Vanguard since 2022, as well as prior positions at US Well Services, California Lutheran University, Keane Group, and Weatherford International. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

Frederick Leano is a Wealth Management Advisor and Merrill Resident Director based in the DFW area. He has lived in Frisco for over 17 years with his wife and three children. Frederick focuses on providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frederick earned a Bachelor's Degree from Texas Tech University and is affiliated with the C&L Wealth Group. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management, retirement income strategies, portfolio management, small business strategies, and tax minimization. Frederick's approach begins with understanding clients' life priorities to create flexible, personalized financial plans. Outside of his professional work, he enjoys basketball, boxing, golfing, spending time with his family, and traveling.

Michael Roger is a financial advisor at Fisher Investments with a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and a 12-year service period with the US Army. He serves as Chairman of the Board of Directors for the ADVON Foundation, a nonprofit focused on veteran workforce development. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Neville Ayuk Erambo is a financial advisor with Fisher Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Thrivent Financial, Whitney Wicke Agency, 2Plan Wealth Management Ltd, and Oasis Crescent Wealth (UK) Ltd. Outside of his advisory role, he has worked as a rideshare driver for Uber and Lyft. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, using a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Connor Krause is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior roles include positions at Spring Venture Group, HDQ Wealth, The Wagon Wheel, and Tall Oaks Advisors. Fisher Investments serves a global client base of institutional and private investors, 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 diversified portfolios and offers sub-advisory and retirement plan services.

Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Gary Peterson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 1999. Outside of his advisory role, he serves as a board member for BlackDot Inc., a company specializing in robotic tattoo art, providing financial guidance related to fundraising. He also works as a career coach and guest speaker at Washington State University - Vancouver, focusing on career development and preparing students for corporate life. Fisher Investments serves a global client base, including institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Christopher Dose is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to joining Fisher, he had brief roles at Centric Parts, Extended Travel, Virco Manufacturing, and Medical Unemployment, as well as studying at the University of Oregon. 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 decision process combining quantitative and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Vladislav Glouchkov is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include six years at JP Morgan Securities and JP Morgan Chase Bank, as well as a one-year tenure at Thrivent Investment Management. He serves on the finance committee of University Presbyterian Church. 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 approach and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and supported advisor team.

Brendan Carpenter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, both at Fidelity Investments. Earlier in his career, he worked as a Financial Advisor at AXA Advisors from 2016 to 2018. Brendan focuses on building meaningful and impactful relationships with clients, aiming to expand financial literacy and confidence to enable active participation in their financial journeys. He works closely with clients and communities to support their financial goals. Outside of his professional responsibilities, Brendan has personal interests in cars, fishing, golf, music, and outdoor adventures.

Conner Covington is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles in various companies including American Glass and Tyson. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base through its extensive advisor network and digital platform.

Sanjeev Sunder is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa from 2014 to 2020. 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 process combining quantitative screening and qualitative research, providing services to pension plans, foundations, and high-net-worth individuals.