Clint Wammack is a financial advisor with Ameriprise in Allen, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Wammack is also co-owner of WLWA, LLC, which supports his advisory business and team practice operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Steslow is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and has worked across several roles at Vanguard since 2022, as well as prior positions at US Well Services, California Lutheran University, Keane Group, and Weatherford International. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor support.

Frederick Leano is a Wealth Management Advisor and Merrill Resident Director based in the DFW area. He has lived in Frisco for over 17 years with his wife and three children. Frederick focuses on providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He is a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Frederick earned a Bachelor's Degree from Texas Tech University and is affiliated with the C&L Wealth Group. His expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management, retirement income strategies, portfolio management, small business strategies, and tax minimization. Frederick's approach begins with understanding clients' life priorities to create flexible, personalized financial plans. Outside of his professional work, he enjoys basketball, boxing, golfing, spending time with his family, and traveling.

Michael Roger is a financial advisor at Fisher Investments with a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and a 12-year service period with the US Army. He serves as Chairman of the Board of Directors for the ADVON Foundation, a nonprofit focused on veteran workforce development. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Neville Ayuk Erambo is a financial advisor with Fisher Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Thrivent Financial, Whitney Wicke Agency, 2Plan Wealth Management Ltd, and Oasis Crescent Wealth (UK) Ltd. Outside of his advisory role, he has worked as a rideshare driver for Uber and Lyft. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, using a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Connor Krause is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior roles include positions at Spring Venture Group, HDQ Wealth, The Wagon Wheel, and Tall Oaks Advisors. 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 employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gary Grahnquist is a financial advisor with Ameriprise in Allen, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate Social Security options, tax-smart withdrawal strategies, and adaptive income planning. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice and offers a broad range of advisory, brokerage, and insurance solutions.

Gary Peterson is a financial advisor at Fisher Investments with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fisher Investments since 1999. Outside of his advisory role, he serves as a board member of BlackDot Inc., a robotic tattoo art company, providing financial guidance related to fundraising, and he works as a career coach and guest speaker for students at Washington State University - Vancouver. Fisher Investments manages discretionary portfolios for a global client base that includes institutional clients and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios, with services that include sub-advisory mandates and retirement plan management.

Kristopher Field is a financial advisor with LPL Financial, holding Series 66, Series 63, and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Hilltop Securities, PNC Investments, and BBVA Wealth Solutions. Outside of advisory work, he is associated with Kadens Collectibles LLC, a non-investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios from various sources.

Christopher Dose is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2018. Prior to joining Fisher, he had brief roles at Centric Parts, Extended Travel, Virco Manufacturing, and Medical Unemployment, as well as studying at the University of Oregon. 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 manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Vladislav Glouchkov is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include six years at JP Morgan Securities and JP Morgan Chase Bank, as well as a one-year tenure at Thrivent Investment Management. He serves on the finance committee of University Presbyterian Church. 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 and portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and supported advisor team.

Brendan Carpenter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, both at Fidelity Investments. Earlier in his career, he worked as a Financial Advisor at AXA Advisors from 2016 to 2018. Brendan focuses on building meaningful and impactful relationships with clients, aiming to expand financial literacy and confidence to enable active participation in their financial journeys. He works closely with clients and communities to support their financial goals. Outside of his professional responsibilities, Brendan has personal interests in cars, fishing, golf, music, and outdoor adventures.

Conner Covington is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles in various companies including American Glass and Tyson. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base through its extensive advisor network and digital platform.

Sanjeev Sunder is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa from 2014 to 2020. 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 screening and qualitative research, providing services to pension plans, foundations, and high-net-worth individuals.

Victoria Muraoka is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She has worked at several notable firms including JPMorgan Chase and Merrill. 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 combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Alexander Stempkoski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior roles include positions at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and McAdam LLC. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers services including sub-advisory and retirement plan management.

Daniel Giovinazzo is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior experience includes roles at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and The Vanguard Group. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.

Daniel Son is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. As a Certified Financial Planner (TM), Daniel focuses on partnering with clients to understand their unique financial goals and developing clear, actionable financial plans tailored to their needs. He holds an Arkansas Insurance License. Outside of his professional work, Daniel's personal interests include family activities, food, football, golf, music, and snowboarding.

Claire Eller is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Eller holds Series 63 and Series 66 registrations. J.P. Morgan Securities 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.

Christopher Rothe is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2022 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.