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 three years of industry experience. He holds a Series 65 designation and has 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, and high-net-worth individuals, offering 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 and employs tax-aware strategies and defensive tactics to manage risk.

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.

Alexandra Thompson is a Series 65-licensed financial advisor at Fisher Investments with three years of industry experience. She has previously worked at Mariner Finance and Scion Group and has held roles at the University of South Florida and Texas Roadhouse. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and provides sub‑advisory and retirement plan services.

Elmo Cure III is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following two years at Signator Investors, Inc. He is also president and owner of Elmo E Cure Jr & Assoc Inc, a C-corporation involved in the sales and marketing of fixed insurance products and brokerage services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to a range of investment products and third-party services.

Josh Moore is a Series 65-licensed financial advisor at Fisher Investments based in Plano, Texas, with two years of industry experience. Prior to joining Fisher Investments in 2020, he worked for eight years at Parking Management Services Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Carson Perry is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He has been with Fisher Investments since 2019 and previously held roles at Brigham Young University, the US Travel Association, and Game Face, Inc. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach driven by an Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios while managing risk through various strategies and tax-aware processes.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

Tyler Reed is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at TD Ameritrade and was involved with the Iowa Democratic Party and a small business, G.P. Repair. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques tailored to client needs.

Joshua Osborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Fisher Investments in 2024, he worked at WP Engine, Cornerstone Securities, Streetwise Investments, Nylife Securities, LLC, and New York Life Insurance Co. Since 2022, he has owned Osborn & Son, LLC, a real estate business focused on investment properties in central Illinois. Fisher Investments manages discretionary portfolios for a global mix of institutional and private clients, employing a centralized investment process that integrates quantitative screening and qualitative research to create diversified portfolios. The firm serves pension plans, foundations, investment companies, and high-net-worth individuals with equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services.

Mark Hagan is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at UBS since 1999. Outside of his advisory role, he serves as a personal representative for his grandfather’s estate and holds leadership positions on the boards of two nonprofit organizations, including President and Chairman of the board for Emily’s Place, a faith-based housing ministry for battered women. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans.

William Mcgurk is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services and UBS Financial Services, as well as an academic tenure at Florida State University. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions made by a centralized committee that employs quantitative and qualitative research methods.

Elden Brooks is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He previously worked within the Mt Pleasant School District and is a student at the University of the Cumberlands. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and uses various strategies such as tax-aware management and defensive tactics to manage risk.

Thomas Rayton is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, JP Morgan Securities, JPMorgan Chase Bank, Aon, and AXA Advisors. 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 approach combining quantitative screening and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Rylan Berriman is a Series 65 registered advisor with Fisher Investments in Plano, TX, where he has worked since 2017. He has six years of industry experience, including prior roles at Rebound Ortho and Whitworth University. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Ira Lambeth is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 66 designation and previously worked at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning. Lambeth served in the U.S. Navy for 22 years. Outside of his advisory role, he owns and manages a condo rented through Airbnb. Fisher Investments serves a global mix of institutional and private clients, 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 globally diversified portfolios.