Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Club4 Fitness and Bibb Cunningham & Associates CPA, PLLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Elizabeth O Loughlin is a financial advisor at Charles Schwab with five years of industry experience. She holds the Series 66 designation and has held positions at Fidelity Investments and several hospitality-related companies before joining Charles Schwab in 2022. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated wealth management platform. The firm’s approach combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investments.

Jack Pike is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Advanta IRA for two years and has held various roles since 2019, including positions at Trinity 12, LLC and Tillys. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, and it manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Clark Hurst is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at several financial institutions including Longhorn Wealth Management, Osaic Wealth, and multiple credit unions and banks. He is also a member of Jughead Enterprises LLC, a partnership related to his wife's consulting business, where he assists with light bookkeeping. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with customized portfolios primarily constructed from Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

James Waterman is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Veritiv from 2014 to 2018. Outside of his advisory role, he co-owns a condominium in Naples, Florida, which is rented seasonally. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jameson Orme is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with one year of industry experience. Prior to joining Fisher Investments in 2024, he held various roles including work at Destination Decks and Chipotle. 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 combining quantitative screening and qualitative research to construct diversified portfolios, and it manages risk through tax-aware processes and defensive strategies.

Laura Rivera Leaver is a financial advisor at Fisher Investments with a Series 65 designation. She joined the firm in 2024 and has prior experience working at Mews, Frontdesk Anywhere, and Amazon. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manage risk.

Blaine Rogers is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Capital Analysts, Lincoln Investment, and Northwestern Mutual. 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 with a five-member committee that integrates quantitative and qualitative research to construct globally diversified portfolios.

John Classe is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation and American General Securities Incorporated. He is involved in the sale of fixed insurance products as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, third-party asset management, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Jack Mathews is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked in various retail and outdoor-related positions. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Sara Lopez is a Series 65-licensed financial advisor at Fisher Investments with several years of industry experience, primarily within the firm since 2023. Prior to joining Fisher Investments, she worked at O9 Solutions and was involved with Elevate Life Church and Elevate Life Institute. Fisher Investments provides discretionary portfolio management to a diverse client base that includes institutional investors, foundations, and high-net-worth individuals. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to manage globally diversified portfolios, employing tax-aware strategies and risk management techniques.

Matthew Palmer is a Series 66 licensed financial advisor with J.P. Morgan Securities in Frisco, TX, where he has worked since 2013. He has 15 years of industry experience and is also affiliated with Jpmorgan Chase Bank (TX). J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hugo Navarro is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, Lumio, NEXA Mortgage LLC, HSBC Securities USA, Inc., and Wells Fargo Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management that spans equity, fixed-income, and blended mandates. The firm uses centralized investment decisions supported by quantitative and qualitative research and employs tax-aware and risk management strategies across its offerings.

Lorrie Bradford is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill for 11 years prior to joining Vanguard in 2026. Bradford also spent two years affiliated with Franklin University. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily utilizes Vanguard funds and ETFs in its portfolios.

John Giamanco is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade, Wells Fargo, Scottrade, Inc., and Florida SouthWestern State College. He maintains an inactive insurance license. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management tactics.

Jeromy Shepherd is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Charles Schwab in Westlake, TX, and has held previous roles at Fisher Investments, First Command Financial Planning, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment guidance with access to alternative investments and centralized operational support.

Adam Baker is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Hilltop Securities Inc., NexPoint Securities, and Robinhood Financial. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a centralized investment process that combines quantitative screening and qualitative research to create globally diversified portfolios.

Andrew Mitchell is a financial advisor with J.P. Morgan Securities in Plano, TX. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.