Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. 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 and maintaining affiliated capabilities such as a trust company and mutual funds.

Ronald Naperala is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Poseidon Wealth Management and Pacific Advisors, and he served in the U.S. Navy for 22 years. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Patrick Moes is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His work history includes roles at NW Food & Gifts, Linfield University, and the Boise School District. 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 decision process and offers tax-aware strategies, sub-advisory services, and manages both separate accounts and pooled investment vehicles.

Mitchell Tuffey is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2022. Prior to this, he was employed at Hope Christian Schools: Fidelis and Wisconsin Rental Center. 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 screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Keri Mayfield is a financial advisor at Edward Jones in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to her current role, she was involved with several businesses, including Studio Pearlescent LLC, Fallatah Property Management LLC, and Plantonix LLC. She also serves as a Notary Public in Medford, OR. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Galpert is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified portfolio construction within the constraints of plan custodian platforms.

Lucas Le Blanc is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience at Spectrum Financial Group and Massachusetts Mutual Life Insurance Co. Le Blanc is also involved with CLLEEN Energy, LLC and CLLEEN Energy Assets, LLC, where he holds ownership positions related to mineral royalties. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

William Dendy is a CFP® with 35 years of experience in financial advisory services, currently affiliated with Raymond James Financial in Dallas, TX. His prior experience includes roles at LPL Financial and Elite Financial Management. Outside of his advisory work, he is an attorney specializing in estate and family law, and he also operates an accounting practice focused on income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a financial advisor at Fisher Investments in Plano, TX, with nine years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware strategies and risk management techniques.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.

Dustin Carpenter is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC 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 uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques such as derivatives and structured notes.

Diana Morrison is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Domenico Ramazzini is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining Fisher Investments in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also operates an online e-commerce store focused on home decor and renovations through his personal venture, Ramazzini Holdings LLC. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Leonardo Ramirez Alpizar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at Titan Rentals, Foundever, Amazon, and several other organizations. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware and risk management strategies.

Raymond Chen is a CFA® charterholder and holds a Series 65 license, with six years of experience in the financial industry. He has worked at Fisher Investments since 2018 and was previously employed at the University of Florida from 2014 to 2018. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment approach that incorporates quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

Talia Jones is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, she held roles at Winnovart and HRfrenzy, and she studied at the University of Oregon. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach supported by quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Weinstein is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and two years of industry experience. His prior firms include Eagle Strategies LLC, NYLife Securities LLC, New York Life Insurance Company, and Fidelity Investments. Fisher Investments serves institutional and high-net-worth 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 incorporates tax-aware strategies and risk management techniques.