Bryce Harrold is a Series 65-licensed financial advisor with six years of industry experience, currently working at Fisher Investments since 2018. Prior to joining Fisher, he was affiliated with the University of Florida from 2014 to 2018. Fisher Investments serves a global client base including institutional and private clients such as 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 equity, fixed-income, and blended mandates.

Ronan Townsend is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked at Florida Financial Advisors and has held roles outside finance, including positions at Bonefish Grill and Orangetheory Fitness. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals, employing a centralized investment approach that integrates quantitative and qualitative research with tax-aware strategies.

Duane Bogie is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Wells Fargo Investments, LLC and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Tyler Klaus is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Fisher Investments in 2022, he worked at Farmers Financial Solution LLC and Farmers Insurance, accumulating a combined five years in those roles. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm utilizes a centralized investment decision process incorporating quantitative and qualitative analysis to manage diversified portfolios across equity, fixed-income, and blended mandates.

James West is a financial advisor with Edelman Financial Engines in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long tenure at Charles Schwab from 2000 to 2022, followed by roles at Fisher Investments and Fisher Retirement Solutions before joining Edelman Financial Engines in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Thomas Miller is a CFA® charterholder with 26 years of industry experience, currently affiliated with Charles Schwab in Plano, TX. His work history includes multiple roles at Charles Schwab entities since 2006 and a period at Windhaven Investment Management, Inc., as well as operating ThomasPartners, Inc. from 2013 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence and a formal alternative-investment onboarding process.

Cooper Putz is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has prior work experience at Salesforce and Whirlpool Corporation. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios across multiple asset classes and offers specialized services such as sub-advisory and retirement plan management.

Verda Johns is a financial advisor with Edward Jones in Princeton, TX, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of advising, she is involved in bookkeeping for a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies, offering a wide range of advisory services supported by a large network of advisors and branch offices.

Danny Blevins is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as President and Chairman of the board for The Road Adventure, a nonprofit organization. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized consulting team.

James Aldendifer Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Plano, TX, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James since 2013 and previously worked at Bell & Valente LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors and affiliated firms.

Dru Cambron is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at J.P. Morgan Securities in McKinney, TX. His career includes roles at Merrill and TD Ameritrade prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a program supported by centralized due diligence and a combination of quantitative and qualitative research.

William Byers is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Mutual Money Flow Management. Outside of his advisory work, he manages rental property in Plano, TX. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, while offering a broad range of brokerage and advisory solutions.

Thomas Simons is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware strategies along with defensive tactics to manage risk and positioning.

Jon Gekiere is a financial advisor with OSAIC Wealth Inc in Dallas, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors and Navigation Financial Group. Outside of finance, he operates a fishing tournament business where he competes in bass fishing events. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

Dalton Zimmerman is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Adair Homes, Northwest Priority Credit Union, Randstad Staffing, and Truman State University. 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 employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Callen Robinson is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS, Morgan Stanley, Fulcrum Wealth Planning - Prospera Financial, JP Morgan Chase, and serves in the TX Air National Guard. 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 asset classes with a centralized investment process that includes quantitative and qualitative research.

Bethany Castille is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Fisher Investments, her background includes roles in the beverage and hospitality sectors, including positions at Karbach Brewing Company and Molson Coors Beverage Company. Outside of finance, she is involved with La Serre Cafe. 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 and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and various defensive tactics to manage risk.

Ronald Saline is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fisher Investments since 2016. Outside of his advisory role, he is a vice president of an LLC involved in rental property and has interests as a lessor in an oil and gas lease. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Ashley Tormey is a financial advisor at Fisher Investments with Series 63 and Series 65 designations and three years of industry experience. Prior to joining Fisher Investments in 2024, Ashley worked at Morgan Stanley and E*Trade Securities. Outside of finance, Ashley was involved with Knack Tutoring from 2021 to 2023. 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, implementing tax-aware and risk management strategies, and maintaining extensive sub-advisory relationships worldwide.

Heather Hackworth is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services, and operates under a fiduciary standard.