Omar Tovar is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2022. His prior roles include positions at Charles Schwab, USAA Investment Management Company, and Edward Jones. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs. The firm is notable for its large scale and digital delivery model, managing hundreds of thousands of client relationships with over 2,200 advisors.

Ethan Dawson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and entrepreneurial experience running a mobile detailing business. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Sidharath Sakhuja is a financial advisor at Merrill in Frisco, TX, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked at Bank of America and has held various positions including at Dilko English and AMA, American Academy. Outside of advising, he is a co-owner of family rental properties in Michigan and Illinois. 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 investment strategies for a range of individual and institutional clients.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual and J.P. Morgan Securities. In addition to his advisory work, he has business involvement with Ferris & Fletch Wine Company. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research and uses various risk management techniques.

Jesse Alonzo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., USAA Investment Services Company, and USAA Financial Advisors, Inc. He also managed a separate business, MDK Fence & Patio LLC, for seven years. Vanguard Advisers provides 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 models to set personalized asset allocations, with portfolios made up mainly of Vanguard funds and ETFs and a range of customization options.

Eduardo Benavides is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Kandler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience including multiple tenures at Fisher Investments and prior roles at Dish Network and academic institutions such as the University of Colorado and the University of Florida. Fisher Investments serves a diverse client base of institutional and private investors worldwide, providing discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative analysis. The firm offers a range of services including sub-advisory, retirement plan management, and implements tax-aware strategies to manage risk and portfolio positioning.

Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Jalen Walsh is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes positions at United Trust Bank, UBS Asset Management, and roles outside finance such as at the Chicago Bears and Crossroads YMCA. Vanguard Advisers provides automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans through digital platforms and personalized portfolio management. The firm employs a goal-based, algorithm-driven investment approach largely using Vanguard funds and ETFs, supported by a large team serving a broad client base.

Braden Blackford is a Series 65-licensed financial advisor at Fisher Investments with eight years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill for three years. 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 provides discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques across equity, fixed-income, and blended mandates.

Matthew Ventura is a financial advisor with Morgan Stanley in Plano, TX, holding Series 65 and Series 63 licenses and 21 years of industry experience. He previously worked at Exencial Wealth Advisors and Frontier Investment Management Co. Ventura is also an officer of MJV Ventures, LLC, an investment-related business based in Plano. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Diane Ly is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previous work experience at The University of Texas at Dallas, Bank of America, and The Walt Disney Company. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management 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 manages risk through various tactical strategies.

Adam Replogle is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Prior to that, he was employed by the National Collegiate Athletic Association and Indiana University. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware processes and risk management tactics in its portfolio construction.

Carla Jenkins is a financial advisor at Fisher Investments with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2002. Fisher Investments serves a global client base that includes institutional and private clients such as 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 approach combining quantitative and qualitative analysis, tax-aware processes, and various risk management techniques.

Logan Redey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Fisher Investments, he worked at Equitable Advisors, LLC and has experience in roles outside of finance, including work with the Southern Methodist University Behavioral Research Lab. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Sarah Selin is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Raymond James Financial Services, Inc. from 2018 to 2023 and has been with Merrill since 2023. 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 investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Erik Lopez is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Fidelity Investments for three years and held positions at several other firms including Enterprise Holdings and Equitable Advisors. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.