Kyle Shipley is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. 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.

Jared Green is a Series 66-licensed financial advisor at Fisher Investments with 20 years of industry experience. He has been with Fisher Investments since 2013. Outside of his advisory role, he owns and operates an ice cream parlor called LET IT BE - ICE CREAM. Fisher Investments serves a global mix of institutional and private clients, 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 process combining quantitative and qualitative research and offers tax-aware strategies alongside various risk management techniques.

Amanda Colon is a Financial Advisor at Merrill Lynch Wealth Management, where she has served for nearly five years. She specializes in guiding women executives, business owners, and families through retirement planning, business transitions, and various life changes. Amanda provides tailored financial strategies focused on areas such as college education planning, family wealth management, legacy planning, and philanthropic planning, among others. Amanda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of North Texas. Fluent in English and Spanish, Amanda combines her diverse cultural background and extensive experience across multiple industries to support clients in financial clarity and life fulfillment. Outside of her professional role, Amanda enjoys performing music as a singer-songwriter, traveling, and spending time with her family. She lives in North Texas with her husband, daughter, and two dogs.

Audrey Zinn is a Series 65 credentialed financial advisor at Fisher Investments with one year of industry experience. She has held roles at various organizations including Bellingham Fitness and Masterworks. 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 and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

William Mortell is a financial advisor with Fisher Investments based in Plano, TX. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including 19 years with Fisher Investments. 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 implements tax-aware strategies and defensive tactics to manage risk.

Catherine Hunt is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023 and at JPMorgan Chase Bank, N.A. since 2002. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Senter III is a financial advisor at UBS Financial Services in Plano, TX, with 15 years of industry experience and a Series 66 designation. He has worked at UBS and Bank of America since 2015. Outside of his advisory role, he is involved in managing investment LLCs focused on oil and gas as well as ownership interests in Dog Haus franchise ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Samuel Green is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Green has also been associated with Spc and Sigma Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technologies.

Kristi Galloway is a financial advisor at Edward Jones in Richardson, TX, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Michael Gigantelli is a Series 65-registered financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2014. 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 led by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services while managing separate accounts, pooled vehicles, and collective funds.

Cassidy Filzen is a Series 65-credentialed financial advisor with Fisher Investments, where she has spent 10 years, including 3 years as an advisor. Based in Plano, TX, she works with a firm known for serving a diverse global client base that includes institutional and high-net-worth individuals. Fisher Investments provides discretionary portfolio management, sub-advisory services, and retirement plan solutions, utilizing a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios.

Daniel Homan is a financial advisor at Fisher Investments, holding a Series 65 designation with 14 years of industry experience. He has been with Fisher Investments since 2006. 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 employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Jeremy Crider is a CFA® charterholder with 10 years of industry experience. He joined Fisher Investments in 2025 and previously worked at Tampa Bay Trust Company and SunTrust Bank and its advisory affiliates from 2016 to 2024. Fisher Investments serves a global mix of institutional and private clients, 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 process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Before joining Vanguard in 2025, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, among other firms. Outside of his advisory role, he owns Luten Ventures, LLC, a business focused on sports memorabilia sales. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, offering a range of customizable portfolios built mainly from Vanguard funds and ETFs.

Fabian Lumsden is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he was involved with ASM Sports and ASM Scholarships. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a global client base and specialized tactical approaches to risk and tax management.

Teri Sundberg is a financial advisor at UBS Financial Services with 20 years of industry experience. She has worked at UBS since 2016 and previously spent 17 years at Merrill. She holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Peyton York is a financial advisor with Vanguard Advisers located in Plano, TX. He holds Series 66 and Series 63 licenses and has four years of industry experience, including roles at The Vanguard Group and Orion Portfolio Solutions. His background also includes various positions outside the financial sector, such as work with Home City Ice and Bruegger's Bagels. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs with tax-aware and customization features.

Jonathan Reimer is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He has been with Fisher Investments since 2026. Prior to this, he worked at OppFi from 2019 to 2025 and has a background including experience at Girl and the Goat. 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 integrates tax-aware strategies and risk management techniques.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.