Christopher Gonzalez is a financial advisor at Fisher Investments with seven years of industry experience. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Frost Bank. Gonzalez holds Series 63 and Series 65 designations. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Amanda Lepla is a CFP® professional with seven years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and affiliated entities, having previously worked at Fidelity for several years. Outside of advisory work, she is involved with Bell & Valente, a non-investment related support company in Plano, Texas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew King is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a partner of Loftus & King Wealth Management, where he oversees business development efforts, manages client communication, and analyzes wealth management strategies. Prior to joining Merrill Lynch Wealth Management in 2011, Matthew was an investment advisor at Fidelity Investments, serving non-profit and for-profit organizations as well as business owners. His professional approach emphasizes helping clients preserve and grow capital, providing clear explanations of investment opportunities, market conditions, and portfolio returns. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Matthew earned a double major in Investment Finance and Real Estate Finance from the University of Arkansas in Little Rock. He resides in the DFW area with his wife and two children, enjoys spending time outdoors with his family, and is an active member of his church.

Steve Herrmann is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a broad platform that includes institutional trading, wealth management, and capital markets services.

Swaroop Agrawal is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and has worked in various roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. prior to his current position. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with portfolios built mainly from Vanguard funds and ETFs, emphasizing scalability and digital delivery.

Connor Padgham is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Fisher Investments in 2024, he worked for seven years at The Vanguard Group. Fisher Investments serves institutional and private clients worldwide, 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 policy committee and employs tax-aware strategies and risk management techniques to construct globally diversified portfolios.

Rosie Dabbaghi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017. Outside of her advisory role, she is a managing member and partner of H17H LLC, an e-commerce business selling home goods and kitchen products on Amazon. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Carson Surface Mc Nally is a financial advisor at Fisher Investments with a Series 65 credential and no prior industry experience. Before joining Fisher Investments, he held various roles including positions at Mod Pizza and Washington State University–Vancouver. 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, offering discretionary portfolio management and sub-advisory services across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Lorena Boyd is a financial advisor at Morgan Stanley in Plano, TX, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools to support client financial plans.

Timothy Bennett is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Bank of America since 2009 and has worked in Merrill Lynch-Secured Based Lending since 1999. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Smith Rivera is a CFP® professional with six years of industry experience, currently serving as a financial advisor with Vanguard Advisers. Her career includes roles at various Vanguard entities and Dartmouth College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

William Hodgkins is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial LLC, Colorado West Investments, and Charles Schwab. 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 combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies and risk management tactics.

Hongmei Yu is a CFP® professional with eight years of industry experience, currently advising at Vanguard Advisers in Plano, TX. Her prior roles include positions at Merrill and BB&T. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that incorporates personalized asset allocations primarily through Vanguard funds and ETFs.

Landon Lingle is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on building, protecting, and growing wealth by providing personalized financial strategies tailored to his clients' short-, mid-, and long-term goals. He serves as a resource for a range of financial matters, including investing, retirement planning, and preparing for unexpected events. In addition, he coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Landon's expertise covers family wealth management strategies, legacy planning, liquidity management, personal retirement planning, sports and entertainment, retirement income, and managing new wealth. He emphasizes comprehensive wealth planning, investment management, and risk mitigation. Drawing on experience in investments, tax-efficient strategies, and portfolio optimization, he works closely with clients to simplify complex financial decisions and provide guidance based on research and proven strategies. He holds a Bachelor's Degree from the Louisiana State University System and the Professional Investment Advisor (PIA) designation. Landon is involved with professional and community organizations, including Pi Kappa Alpha, the American Foundation for Suicide Prevention (AFSP), Habitat for Humanity, and United Way. Outside of his professional work, he engages in activities such as billiards, boating, chess, fishing, golfing, hunting, pickleball, scuba diving, spending time with family, and traveling.

John O’Reilly is a Series 65-licensed advisor at Fisher Investments with four years of industry experience. He previously worked at Backwoods Landscaping and Tates Bake Shop. 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 Policy Committee to construct globally diversified portfolios utilizing quantitative and qualitative research alongside tax-aware and risk management techniques.

Michael Garrigan is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2022. 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 process combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies and risk management techniques.

Bryce Leichtenschlag is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. He has been with Fisher Investments since 2019. Prior to this, he held positions at Enterprise Rent-A-Car, Vans a Division of VF Outdoor, and was involved with Sigma Delta Tau. 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 approach combining quantitative and qualitative research and incorporates tax-aware processes and defensive tactics to manage risk and positioning.

Dalton Morales is a Series 65-licensed financial advisor at Fisher Investments in Plano, TX, with nine years at the firm. Prior to joining Fisher, he worked at LA Fitness for five years. 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 through a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware strategies.

Ryan Schuman is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2007. Outside of his advisory role, he owns and operates El Campo Coffee, a coffee roasting and marketing business. Fisher Investments serves institutional and private clients worldwide, providing 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 extensive sub-advisory and retirement plan services.

Arik Garner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.