Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Roman Garbuz is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked previously at Citizens Bank and JPMorgan Chase & Co., and has been with Fisher Investments since 2021. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment policy committee to manage diversified portfolios with tax-aware and risk management strategies, and it maintains significant sub-advisory relationships and a substantial non-U.S. client base.

Frederic Woods is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several automotive and motorcycle dealerships. Fisher Investments provides discretionary portfolio management for a diverse client base, including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Michael Riccardi is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Pathstone for three years. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management techniques.

Vincent Nuno is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Robert Robles III is Senior Resident Director and Wealth Management Advisor at Merrill's McKinney office. In this role, he partners with individuals including families, executives, and business owners to simplify and optimize their financial lives. He leads a wealth management practice that delivers coordinated family-office style care, focusing on understanding clients' goals, values, and concerns to provide proactive financial solutions. Robert's expertise includes college education planning, executive and equity compensation, family wealth management strategies, legacy planning, and socially responsible investing, among other areas. He emphasizes a relationship-first approach, beginning each client relationship with in-depth conversations to develop customized strategies. His team provides high-touch personal service and acts as a central point connecting clients with tax and legal professionals. Additionally, as Resident Director, Robert mentors other advisors, supporting their professional and personal development. Robert holds a bachelor's degree from New York University Stern School of Business and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He resides in McKinney, Texas with his wife Melissa, their children, and their Italian Greyhound. Outside of work, he engages in sailing, clay target sports, car rallies, Spartan and Tough Mudder races, and spending time with his family. Robert is involved in community organizations including the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Alexander Leiken is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments in 2022, he worked at RVK, Inc. for ten years. Outside of his advisory role, he is a minority shareholder and secretary of a family real estate holding company, where he provides occasional strategic investment advice. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and uses tax-aware strategies and risk management techniques.

Jeffrey Moore is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Fisher Investments since 2008. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Joel Morrissey Garrett is a financial advisor at Fisher Investments holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles including positions at Transformation Technology Inc and academic institutions such as the University of San Francisco and the University of Hawaii. 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 analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Robert Pace is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Royal Bank of Scotland Nv since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research as well as tax-aware processes.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial and its predecessor firms since 2001. Outside of his advisory role, Strange is involved in several business activities including ownership interests in biotech research companies and a CPA firm, Strange & Coats, PC. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management options, employs model portfolios and research from multiple sources, and integrates various technologies in its investment approach.

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. 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 approach, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

Jacob Noonan is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, he held roles at Healix Medical, Smart Power, and the University of Mississippi. Fisher Investments serves a global mix of institutional and private clients, providing 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 manages risk through various tactical strategies.

Carson Paull is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has worked at Fisher Investments since 2018 and previously held positions at Nationwide Insurance and Play It Again Sports. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee and employs tax-aware strategies alongside various risk management tactics.

Kevin Boylan is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. He previously worked at The Boylan Group, Fifth Third Bank, Colorado State University, Penske, and Bright Star Academy Schools. Fisher Investments serves a global mix of institutional and private clients, including pension 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 screening and qualitative research to construct diversified portfolios and uses various risk management techniques including tax-aware processes and defensive tactics.

Junaid Farooq is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has experience at firms including Western Asset Management, Deloitte, and First Guardian Capital. 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 a range of sub-advisory and retirement plan services.