Barry Stockdale is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as president of a nonprofit board in Dallas, TX. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher White is a financial advisor at Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation with four years of industry experience. Before joining Wells Fargo Clearing in 2021, he worked at PRGX Global, Inc. for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hawken Thieme is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, following two years at Enterprise. 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 process combining quantitative and qualitative research to construct diversified portfolios and employs tactical risk management and tax-aware strategies.

Jonathan Joplin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and a Series 66 designation. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a web development business serving small businesses. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, serving more than 14,000 advisors and managing approximately $671 billion in assets.

Patrick Rosborough is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and The University of Texas at Dallas. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a blend of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily constructing portfolios from Vanguard funds and ETFs.

Jeffrey Skousen is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Charles Schwab, Edward Jones, USAA Investment Management Company, and USAA Financial Advisors. Outside of his advisory work, he is involved in managing a rental property. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and predominantly Vanguard funds and ETFs.

Joanna Knieberg is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Her career background includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Chase Investment Services Corp., Equitable Advisors, Valic Financial Advisors, and Wells Fargo Investments. 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 diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Gregory Clary is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and risk management strategies.

Nicholas Montgomery is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has eight years of experience with the firm, having worked there since 2014. 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 with a centralized investment process that incorporates quantitative and qualitative research. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware strategies and risk management techniques.

Kristen Broersma Lozano is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and one year of industry experience. She has worked in various roles within Fisher Investments since 2019, including portfolio management and 401(k) solutions, and has prior experience at Hanwha Energy US Holdings, Milk & Honey, OC Marketing US, and SagePoint Financial. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes and employs a centralized, research-driven investment process supported by tax-aware strategies and risk management techniques.

Brian Hamilton is a financial advisor with Fisher Investments, holding a Series 65 designation. He has one year of industry experience and joined the firm in 2025. His prior work includes positions at Village Fit, Southwestern Advantage, and East-West Ministries. 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 to construct diversified portfolios and offers sub-advisory, retirement plan services, and specialized risk management techniques.

Cameron Kimble is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fisher Investments, he worked at Morgan Stanley from 2024 to 2026. Fisher Investments provides discretionary portfolio management and advisory services to a global client base that includes institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research.

David Carlson is a financial advisor at Fisher Investments in Plano, TX, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Fidelity. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach incorporating quantitative and qualitative analysis to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Francisco Rivera is a CFP®, ChFC®, and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Fisher Investments, where he has worked since 2021. His prior experience includes roles at Goldman Sachs, Lyft, Wrapify, The Ayco Company/Mercer Allied, and Edward Jones. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that combines quantitative and qualitative analysis to build diversified portfolios and employs tax-aware strategies alongside various risk management techniques.

Jose San Roman is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Consolidated Asset Management Services LLC and involvement with La Calle Tacos and The Club at Carlton Woods. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Timothy Andreolli is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Abbotts Frozen Custard, Standley Systems, and Pizza Hut. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Timothy Schluter is a financial advisor at Fisher Investments with 24 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2004, following a two-year tenure at Morgan Stanley DW Inc. 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 process led by an Investment Policy Committee, incorporating quantitative and qualitative research to construct diversified portfolios and manage risk through various strategies.

Richard Freas is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2021. 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 to construct diversified portfolios and manages risk through various tactical strategies.

Oscar Minnix is a Series 65-licensed advisor at Fisher Investments with one year of industry experience. He previously worked at MAI Capital Management and held roles outside of finance, including positions at Park Place Technologies and Amazon. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Caroline Fogarty is a CFP®-certified financial advisor with Charles Schwab and Co., Inc., based in McKinney, TX, with four years of industry experience. Before joining Schwab, she worked at Keva Juice for three years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.