Lawrence Li is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Gavyn Wehe is a financial advisor with Ameriprise in Richardson, TX, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Robinhood Markets, Charles Schwab & Co., Inc., and Lockheed Martin, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Henry Johnson III is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and was previously with Morgan Stanley Private Bank, N.A. from 2015 to 2018. Outside of financial advising, Johnson is the sole proprietor and partner of a restaurant and nightclub business in Little Elm, Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment resources. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Brianna Goettel is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. She has been with Fisher Investments since 2021. Prior to her advisory role, she worked in various service positions including at Seal Swim School and Bonefish Grill. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

Michael Mellor is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Tom Ferry and DYN Consulting. His work history also includes roles outside the financial industry, such as positions with Miyagi Bar and Sushi and Sacramento State Athletics. 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 approach that combines quantitative and qualitative research and employs various risk management techniques, including tax-aware processes and defensive tactics.

Nicholas Boswell is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2014. 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, employing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Michelle Morehead is a Series 66-licensed financial advisor with Ameriprise in Dallas, TX, bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Jubys.com, a business specializing in Hallmark ornaments and collectibles. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Steven Forrer is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2016. 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 various mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware processes and risk management strategies.

Adam Kestel is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and having 13 years of industry experience. He has worked at Fisher Investments since 2011. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Braden Feigl is a financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Rotational Efficiency Development and Rotational Athlete Solutions and spent five years with the Oakland Athletics. 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, committee-driven investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Carter Fricano is a financial advisor at Fisher Investments with a Series 65 designation. He has experience working at multiple firms across various industries since 2016, joining Fisher Investments in 2026. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm combines quantitative and qualitative research with centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Alicia Morris is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 66 credential and with five years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at State Farm Insurance from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jonathan Morris is a financial advisor at Fisher Investments in Plano, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments from 2012 to 2019 before joining Fisher in 2019. 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, offering tax-aware strategies and risk management techniques to a diverse client base.

Leonard Anshelevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2017. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Canova is a CFA® charterholder with one year of industry experience. He is currently with Fisher Investments and previously worked at Axioma, Inc. for 17 years. 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 that employs quantitative and qualitative research to construct diversified portfolios, with tax-aware and risk-management strategies.

Kirbi Stellano is a financial advisor at Merrill in Allen, TX, holding a Series 66 credential with eight years of industry experience. She has worked at both Merrill and Bank of America since 2008. Stellano serves as a successor trustee for a family trust. Merrill, along 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, and various organizations, supported by internal and third-party portfolio management teams.

Steven Veydt is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Chartwell TSC Securities, TriState Capital Bank, and United Planners Financial Services of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A. since 2022 and a brief employment at Whataburger in 2016. Outside of his advisory role, he participates in Amazon Flex, delivering packages. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Cooke is a Series 66-licensed financial advisor with Merrill in Frisco, TX, and has 18 years of experience with the firm. She has been with Merrill since 2008. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martinez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has worked in various roles at Vanguard-affiliated entities since 2024. His background also includes positions outside the investment industry, such as work in the floral business and higher education. 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 approach using proprietary models and offers portfolios built primarily from Vanguard funds and ETFs, supported by a large network of over 2,200 advisors.