Kristina Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Dallas, Texas. She joined Merrill in 2007 and works exclusively with ultra-high-net-worth individuals and families. Kristina has experience serving clients from diverse backgrounds, including U.S. Ambassadors, Pentagon officials, Silicon Valley executives, real estate developers, NFL Hall of Fame families, entrepreneurs, and multi-generational sugar farmers in Baton Rouge. She specializes in investment selection and portfolio construction tailored to each client's unique objectives. Her expertise includes managing large-volume equity transactions such as IPOs and secondary offerings, as well as utilizing private alternative investments, foreign exchange, derivative, and fixed income instruments. Kristina is dedicated to creating comprehensive, goals-driven strategies that simplify complex financial decisions and support long-term objectives. Kristina holds a bachelor's degree from the University of Houston with a concentration in Finance. She completed the Program in Financial Planning at Southern Methodist University and the Investment Management Theory & Practice CIMA program at the Yale School of Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®) practitioner. Outside of her professional work, Kristina enjoys cooking, music, swimming, traveling, yoga, and spending time with family and friends. She is involved in community organizations including Habitat for Humanity and the Junior League of Dallas.

Andrew Shaw is a Series 65-registered financial advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments, he was associated with Florida Financial Advisors and held roles outside the financial sector, including positions at Techtronic Industries and CarMax. 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 provides discretionary portfolio management through a centralized investment approach that combines quantitative and qualitative research and employs tax-aware and risk management strategies across a range of equity, fixed-income, and blended mandates.

Saleen Gonzalez Apodaca is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Saleen's work history includes roles at Mercer Advisors and various customer service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory solutions.

Kia Mohajeri is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at Rising Capital and spent time in education at Viera Charter/High School and Florida Atlantic University. 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 screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Jocelyn Linares is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, she held positions at Tiaa, Charles Schwab & Co., Inc., and Rei. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, as well as sub-advisory and retirement plan services. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct globally diversified portfolios and manages risk using various tactical strategies.

Daniel Klein is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at BFC Planning, Fiscal Harmony LLC, Berthel, Fisher & Company Financial Services, and Stearns Lending LLC. Outside of finance, he was involved with PASS Fitness LLC for eight years. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Emily Patlan Lara is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Sam's Club as a pharmacy technician. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Peter Tilton is a financial advisor at Edward Jones in Argyle, TX, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at Eagle Railcar Services and Trinity Railcar Maintenance Services Inc. He serves as a board member for Canyon Falls Municipal Utility District #1 in Dallas, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diversified capabilities beyond traditional advisory services.

Francisco Guerrero is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arvest Bank and Empower Advisory Group. Guerrero is also a commissioned notary in Fayetteville, Arkansas. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and positioning.

William Thrasher is a Series 65-licensed financial advisor with Fisher Investments, located in Plano, TX, and has eight years of industry experience. He previously worked at Boise River Insurance for one year before joining Fisher Investments in 2017. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative screening and qualitative research to manage globally diversified portfolios with various risk management techniques.

Christian Rivas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Vivint and Quiktrip. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Natalie Pecha is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Club4 Fitness and Bibb Cunningham & Associates CPA, PLLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Terry is a financial advisor with RBC Capital Markets in Frisco, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes strategies to clients’ risk profiles using a mix of in-house and third-party investment managers.

Elizabeth O Loughlin is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc., Fidelity Investments, and several hospitality and distilling companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Jack Pike is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Advanta IRA for two years and has held various roles since 2019, including positions at Trinity 12, LLC and Tillys. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, and it manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Clark Hurst is a financial advisor with Vanguard Advisers in Plano, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard, he worked at several financial institutions including Longhorn Wealth Management, Osaic Wealth, and multiple credit unions and banks. He is also a member of Jughead Enterprises LLC, a partnership related to his wife's consulting business, where he assists with light bookkeeping. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with customized portfolios primarily constructed from Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisor teams.

James Waterman is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Veritiv from 2014 to 2018. Outside of his advisory role, he co-owns a condominium in Naples, Florida, which is rented seasonally. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jameson Orme is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with one year of industry experience. Prior to joining Fisher Investments in 2024, he held various roles including work at Destination Decks and Chipotle. 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 screening and qualitative research to construct diversified portfolios, and it manages risk through tax-aware processes and defensive strategies.

Laura Rivera Leaver is a financial advisor at Fisher Investments with a Series 65 designation. She joined the firm in 2024 and has prior experience working at Mews, Frontdesk Anywhere, and Amazon. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services 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 manage risk.

Blaine Rogers is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Capital Analysts, Lincoln Investment, and Northwestern Mutual. 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 with a five-member committee that integrates quantitative and qualitative research to construct globally diversified portfolios.