William Smayda III is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Azeez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Ryan, LLC and managed a startup business. Additionally, he spent time working at Benvenuti's Italian Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its recommendations.

James Pryor is a financial advisor with Charles Schwab based in Plano, TX. He holds a Series 63 designation and has 38 years of industry experience. Pryor has been with Charles Schwab since 1987 and has worked at Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined model of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investment options.

Tyler Stearnes is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity and Bank of America. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base with a scalable digital platform.

Angelica Proctor is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Sageview Advisory Group, Cetera Wealth Services, and Northwestern Mutual. Outside of her advisory role, she owns Xodus Unlimited, LLC, a content creation and coaching business based in Plano, TX. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Jose Salangsang is a financial advisor at Fisher Investments with 17 years of industry experience. He has been with Fisher Investments since 2014 and holds Series 63 and Series 65 licenses. 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 approach using quantitative screening, qualitative research, and tax-aware processes to construct and manage globally diversified portfolios.

Seamus White is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Embark Wealth Management. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to build diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan management, with a focus on tax-aware strategies and risk management techniques.

Jonathon Thompson is a financial advisor with Fisher Investments, holding a Series 66 designation and 11 years of industry experience. He has worked at Fisher Investments since 2018, following roles at Brightworth Capital and JPMorgan Chase Bank. 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 screening and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside defensive tactics to manage risk.

Aubriana Hall is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. Her prior work includes roles at Zynex Medical and Pella Windows and Doors. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Sarah Kern is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2021 and previously worked at Loggins, Kern and McCombs from 2015 to 2021. 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 various asset classes. The firm employs a centralized investment approach with a five-member Investment Policy Committee and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Sherry Mitterer is a financial advisor with RBC Capital Markets in Frisco, TX. She holds Series 65 and Series 63 designations and has four years of industry experience, including prior roles at Raymond James & Associates and Cambridge Associates. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management as well as financial planning and brokerage services.

Kathryn Pace is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Fidelity Investments, Riddle & Bloom, and IHS Markit. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jeremy Conners is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. before joining Fisher Investments. His background includes roles outside finance, such as positions at TopGolf and involvement with the University of Saint Thomas Swim Team. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various strategies, including tax-aware processes and defensive tactics.

Jesse Zalk is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2017. Prior to joining Fisher Investments, he worked at Windy Chevrolet and attended Central Washington University. 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 various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Sean Kautz is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Billion Automotive, Rumour Restaurant, The Ranch Club, and Northern Hotel. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with centralized portfolio management to construct diversified portfolios and employs tax-aware and risk management strategies.

Matt Eayrs is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He joined Fisher Investments in 2026 and has prior work experience at firms including Allstate and National General Insurance. Fisher Investments serves a diverse clientele of institutional and high-net-worth private clients, offering discretionary portfolio management and sub-advisory services. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Amanda Anderson is a financial advisor at Fisher Investments with 13 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2007. Outside of her advisory role, she is the creator of a food and cooking blog called An Immovable Feast. 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 a range of services including sub-advisory, retirement plan management, and taxable account strategies.

Matthew Blair is a financial advisor with Raymond James & Associates in Frisco, TX, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for over a decade combined. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Richard Michel is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Capitalize Inc, Robinhood Markets, Inc., Robinhood Financial, and Fidelity in various advisory and brokerage roles. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment committee and employs tax-aware processes along with risk management strategies across equity, fixed-income, and blended mandates.

Joseph Meintel is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. His prior work history includes roles at Auto Dealer University, International Data Corporation, Uber Technologies, DHL Express, Barton Associates, and Chewy. Fisher Investments serves a global client base comprising institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to build diversified portfolios and offers discretionary portfolio management, sub-advisory, and retirement plan services.