Erin Cook is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has 14 years of industry experience and has worked with Eagle Strategies and affiliated firms since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Daveona Harris is a financial advisor with TIAA-CREF in Frisco, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC from 2016 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning as well as ongoing managed account services under a fiduciary standard.

Nathan Durfee is a financial advisor with Empower Advisory Group in Savannah, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Arvest Wealth Management and Empower Financial Services, Inc. Outside of financial services, he has experience in the retail and healthcare sectors, including positions at JL Beers and Avera Heart Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services and operates within an integrated model connected to Empower’s recordkeeping and administrative platforms.

James Friendly is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds a Series 66 designation and has 22 years of industry experience. Friendly has worked with Eagle Strategies since 2008 and with New York Life and NYLIFE Securities since 2007. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory solutions, emphasizing tailored recommendations and managing a significant portion of its assets on a non-discretionary basis.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Giovanni Gutierrez is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held roles at Oliva Partners Management, Woodforest National Bank, and several other firms across finance and technology sectors. 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 construct diversified portfolios and provides sub-advisory and retirement plan services.

Julio Bejarano is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. His prior experience includes roles at JPMorgan Chase Bank, American Fidelity, and several other companies across different sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with a focus on non-discretionary recommendations and ESG considerations.

Jose Oseguera is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. Outside of his advisory work, he is involved with JJP Dream Homes LLC and Rowtex Remodeling, LLC. 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.

Theodore Parks is a Series 65-licensed financial advisor with seven years of industry experience. He has been with Fisher Investments since 2019 and previously worked at Woodruff Sawyer & Co and TARGET. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware risk management strategies.

Tyler Bohannan is a financial advisor with J.P. Morgan Securities based in Plano, TX. He holds a Series 66 designation and has three years of industry experience, including roles at JPMorgan Chase Bank and Bok Financial. 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 incorporates centralized due diligence with both quantitative and qualitative research, and they offer services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Ryan Hubka is a Series 66-licensed financial advisor with Morgan Stanley, based in Highland Village, TX, and has 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, 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 strategies and risk management techniques in its portfolio management.

Paulinda Lee is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016, with a two-year break serving as a homemaker. Fisher Investments serves a global mix of institutional and private clients, including pension 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, incorporating tax-aware strategies and risk management techniques.

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Dylan Moore is a financial advisor at Vanguard Advisers with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fidelity Investments and has experience outside finance with the Orange County Sheriff's Department. 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.

Chad Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 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 employs a centralized investment approach using both quantitative and qualitative methods and provides tax-aware strategies along with risk management techniques.

Ryan Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held positions at UrbanFootprint, Ekata, Unearth Technologies, Princeton University, and University of Tennessee Chattanooga. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various strategies and advisor tools to support client account management.

Craig Koller is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2006. Outside of his advisory role, he owns and operates a photography business, Craig T. Koller Photography, where he takes and sells photos online and at open-air markets. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management with a centralized investment decision process that integrates quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a notable client base outside the U.S. and extensive sub-advisory relationships.

Eugene Weinstein is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Fidelity Investments for 11 years. Outside of his advisory role, he manages an operating LLC related to the expenditures of his financial planning business. Ameriprise is an institutional firm serving clients approaching or in retirement, offering retirement-income planning services that include written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling techniques with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with significant assets under management at Ameriprise.

Eric McMurdie is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked for FSC Securities Corporation for 16 years. Outside of his advisory role, he is the Vice President of The McMurdie Group Inc. and operates a sole proprietorship assisting clients with life, disability, and long-term care insurance. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk tolerance assessments and rebalancing tools.