Travis Toth is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with five years of industry experience. He has worked at Fisher Investments since 2017 and previously was employed at Washington State University and Leapforce. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment decision process and incorporates tax-aware strategies and risk management techniques, including derivatives and tax-loss harvesting.

Maria Pico Bennett is a CFP® professional with nine years of experience in financial advising. She currently works at Fisher Investments and previously held roles at Sequoia Financial Group and Mercer Global Advisors Inc. Fisher Investments serves a diverse global client base including institutions and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

David Test is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Avantax and Northwestern Mutual Investment Management. Outside of his advisory work, he serves on the board of Emily’s Place, a nonprofit focused on ending domestic violence, and is a group fitness instructor at local community centers. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing assets for more than 10,000 advisors nationwide.

Mary Martha Pickens is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009, also associated with Bank of America since 2004. Outside of her advisory role, she is involved in several nonprofit activities, including serving as co-chair of the Cattle Baron's Ball benefiting the American Cancer Society and participating on the boards of the Crystal Charity Ball, The Retina Foundation, and Community Partners of Dallas. 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 variety of client types including individuals, pension plans, and charitable organizations.

Golnar Abolghasemi is a financial advisor with Fisher Investments, holding a Series 66 designation and five years of industry experience. Prior to joining Fisher Investments, she worked at Bank of America and Merrill. Fisher Investments serves a global client base that includes institutions and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and offers tax-aware strategies and defensive tactics to manage risk.

Jeremy Faulkner is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work experience includes positions at New American Funding and Evergreen Home Loans. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Jeffery Silk is a financial advisor at Fisher Investments with 16 years of industry experience. He holds a Series 65 designation and is based in Plano, TX. Silk has been associated with Fisher Investments since 1983. 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, qualitative research, and tax-aware strategies to manage risk and portfolio positioning.

Ryan Moore is a financial advisor with LPL Financial, holding a Series 66 registration and bringing six years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and BKM P.C. He has also been involved with organizations such as the Eugene Emeralds and Northwest Collegiate Ministries. Moore owns RL Moore Enterprises, LLC, an entrepreneurial venture based in Eugene, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Rohan Garg is the Resident Director and Wealth Management Advisor at Merrill Lynch, where he works with business owners, serial entrepreneurs, and corporate executives, particularly those undergoing significant financial transitions such as the sale of a business or a major liquidity event. He leads a select team serving the uniquely successful and business owners through the lifecycle of their business, focusing on providing clarity and actionable plans that align with clients' long-term legacy goals through his proprietary framework, Personal Wealth Analysis®. With a professional background in financial services since 2013 and tenure at Bank of America / Merrill since 2015, Rohan brings expertise in areas including college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Texas System and maintains multiple professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his client work and leadership role at Merrill Lynch's Galleria office, Rohan is involved in professional and community organizations such as the Financial Planning Association and American Society of Engineers of Indian Origin. He serves on the leadership boards of the Asian Leadership Network and as Co-Chair of Bank of America's Asian Business Council, contributing to inclusion and professional growth within the organization. His community involvement includes mentoring students within Frisco ISD and delivering financial education through Bank of America's Better Money Habits® program across the Dallas-Fort Worth area. Rohan is fluent in Hindi, Urdu, and English and is personally interested in antiquing, baseball, basketball, music, reading, running, spending time with family, volleyball, and yoga.

Andrew Liss is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2014, serving in various capacities including Investment Consultant, Relationship Manager, Fixed Income Specialist, and roles focused on retirement and investment solutions. His career spans over 11 years in the financial services industry. Andrew is a Certified Financial Planner (CFP4) and holds an Arkansas Insurance License. He partners with clients to develop comprehensive financial plans, emphasizing trust and integrity in his practice. Andrew is committed to helping clients work towards their financial goals while ensuring they feel confident and informed about their financial decisions.

Matthew Davis is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Maple Life Financial. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios while employing tax-aware and risk management strategies.

Grace Ku is a financial advisor with UBS Financial Services in Plano, TX, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc., where she has worked since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Amy Legate is a CFP® professional with 23 years of experience in the financial services industry. She is currently associated with LPL Financial and has previously worked at Ameriprise Financial Services and 360 Wealth Management. Her career includes multiple tenures at LPL Financial and experience with Cfo4 Life, L.P. Amy is also a licensed notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms while supporting advisors with a range of discretionary and non-discretionary investment strategies.

Cristian Marceleno is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at several firms including Fisher Investments and Charles Schwab & Co., Inc. prior to joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to set personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Tony Parambil is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He has been with Fisher Investments for 10 years. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates with a centralized investment process that incorporates quantitative and qualitative research.

Bradley Stovall is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. 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 approaches including derivatives and tax-loss harvesting.

Jared Hall is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Fidelity and Western Union prior to joining Fisher Investments in 2020. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and incorporates tax-aware and risk management strategies.

Jacob Heckman is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Woodbury Financial Services, Park Avenue Securities, Guardian Life Insurance, and Digital Ally. 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 analysis and provides tax-aware risk management strategies.

Mark Hohman is a Series 65 licensed financial advisor with Fisher Investments, where he has worked since 2015. He has 11 years of industry experience and is based in Plano, TX. 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 uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and defensive tactics to manage risk and positioning.

Tyler St. Amand is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Morgan Stanley, Trinity Wealth Securities, and Florida Financial Advisors. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee and uses a combination of quantitative and qualitative research to manage diversified portfolios with tax-aware and risk-management strategies.