Carmela Williams is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Watch and entrepreneurial experience with 2 Home Cooks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and employing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Bryson Bianco is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Outside of his advisory work, he is the owner of Bianco Brothers Capital, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery model.

Charles Sheridan is a financial advisor at Fisher Investments in Plano, TX, with seven years of industry experience. He holds a Series 65 credential and has previously worked at Mosley Wealth Management, Inc., Mosley Insurance and Financial Services, Inc., and AE Wealth Management, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Luis Lemus is a financial advisor at Merrill with 11 years of industry experience. His previous roles include positions at Goldman Sachs & Co. LLC, Continuous Capital, LLC, and Lord Abbett & Co. He holds Series 63, Series 65, and Series 66 designations and is based in Frisco, TX. 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 strategies managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anurag Coramutla is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. He has been with Fisher Investments since 2018. His prior work includes roles at Monroe 33 Sports Center and the University of California, San Diego. 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 research and utilizes tax-aware strategies and risk management techniques.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Olivia Gaines is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She has been with Fisher Investments since 2024 and has prior experience working with Black Diamond Camp, Eating Recovery Center, and The Village Roaster. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Dean Hassan is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. Outside of his advisory role, he has served as a professional Dungeon Master for Dungeons & Dragons gaming sessions. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios with tax-aware strategies and risk management techniques.

Donesia Mitchell is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Fisher Investments in 2024, she worked at JPMorgan SECURITIES LLC from 2021 to 2024 and had roles at Moss Adams LLP and Texas A&M University-Commerce. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes and utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Robert Pugh is a financial advisor with LPL Enterprise in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated product and service offerings.

Nicolas Fletcher is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services and in education within local school districts. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management that combines quantitative and qualitative research to construct diversified portfolios with risk management and tax-aware strategies.

Shirley Wong is a financial advisor at Fisher Investments with a Series 65 designation. She has been with Fisher Investments since 2023 and has a background that includes four years at the University of Florida and four years at American Heritage School prior to joining the firm. 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 decision process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Fleet Ratliff IV is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2015. Outside of his advisory role, Ratliff owns a rental property in Olympia, Washington, which is managed by a third party. 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 centralizes investment decisions through a five-member committee that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Eric Francis is a CFP® with 17 years of industry experience, currently advising at Vanguard Advisers in Plano, TX. His prior experience includes roles at Morgan Stanley and Charles Schwab. Outside of finance, he operated a photography business, Mariah Francis Photography, LLC, for one year. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines algorithm-driven, goal-based asset allocation with predominantly Vanguard funds and ETFs, managing a large client base through its digital platform and extensive advisor team.

William Collins is a CFP® with 23 years of industry experience, all spent at Edward Jones since 2003. He holds the Series 66 designation and is based in Flower Mound, TX. Outside of his advisory role, Collins serves on the Town of Flower Mound Board and is vice president of Friends of Flower Mound Library, a nonprofit that raises funds for local library programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions through a nationwide network of more than 23,700 financial advisors.

Brad Mccollester is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, SunTrust Bank, and United Parcel Service. 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 employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and uses various risk management and tax-aware strategies.

Carisa Epperson is a financial advisor with Ameriprise based in Wylie, TX, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Dillon Powell is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2024. Prior to joining the firm, he held roles at the University of Florida, Ingram Financial Group, LEGOLAND Florida Resort, and Lakeland Christian School. 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 process combining quantitative and qualitative research to manage diversified portfolios and provides sub-advisory and retirement plan services.

Daniel Gliane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 1997. 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 screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

David Goodrich is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Principal Life Insurance Co and Princor Financial Services Corporation for over two decades. Goodrich is also the managing partner of Goodrich Financial Services, focusing on insurance sales and investments. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.