Karina Lagunas is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2017. She has seven years of industry experience, including two years at Wells Fargo Advisors prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by research tools and a structured planning process.

Benjamin Auxier is a financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2014. Outside of his work in finance, he is a partner in Rocket Street LLC, a dental staffing agency. 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, 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 globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Myron Schwitzer is a financial advisor with Morgan Stanley in Dallas, TX, holding a Series 63 designation and bringing 57 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Giancarlo Lanzoni Ortiz is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Hanes Brands Inc and Amazon, and has a background that includes experience at Hoppy Ideas Brewing Co. and Equifax. 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 approach combining quantitative screening, qualitative research, and tax-aware processes, and manages a significant non-U.S. client base through various institutional and sub-advisory relationships.

Dylan Mc Dermott is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Enterprise Holdings and has a background that includes roles at West Virginia University, Tuscany Italian Specialties, and USABL. 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 approach integrating quantitative and qualitative research, and offers a range of sub-advisory and retirement plan services.

Spencer Ferrin is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior roles include positions at Ullrich Insurance and Northwestern Mutual. 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 across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Caleb Hanson is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Portland and Tumwater High School. 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 that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Jose Vargas is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase Bank, N.A., Washington Federal, B1bank, and First Convenience Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alana Doyle is a Series 66 licensed financial advisor with Ameriprise Financial Services in Richardson, TX, with eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Texas Tech University, and Doyle & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Mcdonnell is a Series 65 credentialed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory role, Mcdonnell serves as an Alumni Board Member for the University of Portland, helping to foster relationships among alumni and support university events. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs various risk management tactics such as tax-aware strategies and derivatives.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Steven Mc Cann is a Series 66 credentialed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked in the medical and sports medicine sectors. He maintains ownership of Rustic Medical LLC, an entity used for selling medical equipment and facilitating product introductions. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Thompson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2017, following five years at Cambridge Investment Research Advisors. Outside of his advisory work, he is an independent insurance agent and is involved with Finity Tax, a tax preparation and accounting service based in Vancouver, Washington. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Joshua Cleland is a financial advisor with Fisher Investments holding Series 66, 63, and 65 designations. He has recently begun his advisory career, joining Fisher Investments in 2026 after previous roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to entering the financial industry, he worked in retail at Publix. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across a range of asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Ivan Tykhomyrov is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Goldman Sachs and Language Line Solutions. 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 employs various risk management and tax-aware strategies.

James Proctor is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Brookstone Capital Management, Gradeit Advisors LLC, Senior Insurance Brokers, Alliance America Corporation, United Advisors America Corporation, and Lake Point Wealth Management, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, with discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Sean Brown is a financial advisor with LPL Financial based in Dallas, TX, holding a Series 63 designation and 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 25 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with Brown Family Farm LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, providing both discretionary and non-discretionary management.

David Nesbit is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Carter is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including E*TRADE Capital Management, Fidelity Brokerage Services, Fisher Investments, and USAA Financial Planning Services. She is currently based in Plano, Texas. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to personalize asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Gabriella Cunningham is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles outside the financial services industry at Del Frisco Double Eagle and various positions in the hospitality and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.