Timothy Waswick is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to his advisory career, he spent several years working in construction and related services and owns multiple small businesses outside the financial sector. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, utilizing model-driven strategies managed by unaffiliated asset managers and supported by an overlay manager and custodial services.

Michelle Dove is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 1985, including 17 years at Bank of America, NA. 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 and profit-sharing plans, corporations, and charitable organizations.

William Castiel is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Longboard Asset Management and as a self-employed advisor. 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 screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jeff Dargatz is a financial advisor with LPL Financial holding a Series 66 designation and 29 years of industry experience. His prior experience includes roles at Elite Financial Management, Raymond James Financial Services, and Hilltop Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of advisors with various investment strategies and operational tools while offering integrated financial services beyond advisory, including insurance and banking partnerships.

Ropal Anderson is a financial advisor with Primerica Advisors in Allen, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and is also the owner of Lapor Tax Services LP, a non-investment related business. Additionally, he has a long tenure with AT&T Inc. since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while utilizing a tiered wrap fee structure.

Logan White 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 Blue Star CRE for three years and spent ten years at Southern Methodist University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm combines quantitative and qualitative research through a centralized investment process to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Scott Botterman is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX. He has 14 years of industry experience and 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 uses a centralized investment approach combining quantitative screening and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Hayden Hardeman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Tipoff is a financial advisor with Vanguard Advisers in Plano, TX. He holds Series 66 and Series 63 designations and has one year of industry experience. His prior roles include positions at PFS Investments, Inc. and Primerica Financial Services. Outside of his financial career, he has been involved with several Methodist churches in Texas and has experience in music education and community services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed primarily from Vanguard funds and ETFs, offering multiple customization options and serving a large client base through a digitally enabled service model.

Karina Lagunas is a Series 66-licensed financial advisor with Morgan Stanley in Dallas, TX, where she has worked since 2017. She has seven years of industry experience, including two years at Wells Fargo Advisors prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by research tools and a structured planning process.

Benjamin Auxier is a financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2014. Outside of his work in finance, he is a partner in Rocket Street LLC, a dental staffing agency. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Myron Schwitzer is a financial advisor at Morgan Stanley in Dallas, TX, holding a Series 63 designation with 58 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including prior service at Citigroup Global Markets from 1989 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach is based on structured discovery conversations and approved planning tools, with a focus on advisory services rather than individual security recommendations.

Giancarlo Lanzoni Ortiz is a financial advisor at Fisher Investments with one year of industry experience. He previously worked at Hanes Brands Inc and Amazon, and has a background that includes experience at Hoppy Ideas Brewing Co. and Equifax. 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, qualitative research, and tax-aware processes, and manages a significant non-U.S. client base through various institutional and sub-advisory relationships.

Dylan Mc Dermott 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, he worked at Enterprise Holdings and has a background that includes roles at West Virginia University, Tuscany Italian Specialties, and USABL. 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 integrating quantitative and qualitative research, and offers a range of sub-advisory and retirement plan services.

Spencer Ferrin is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior roles include positions at Ullrich Insurance and Northwestern Mutual. 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 uses a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Caleb Hanson is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Portland and Tumwater High School. 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 process that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Jose Vargas is a financial advisor at J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Wells Fargo, Washington Federal, and First Convenience Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Alana Doyle is a Series 66 licensed financial advisor with Ameriprise Financial Services in Richardson, TX, with eight years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Texas Tech University, and Doyle & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Mcdonnell is a Series 65 credentialed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2013. He has 10 years of industry experience. Outside of his advisory role, Mcdonnell serves as an Alumni Board Member for the University of Portland, helping to foster relationships among alumni and support university events. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs various risk management tactics such as tax-aware strategies and derivatives.

John Terry II is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Reddy Ice and Walmart. His background also includes four years at the University of Arkansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.