Craig Callon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2023. His prior experience includes roles at Hilltop Securities, Mass Mutual Investors Services, Park Avenue Securities, Guardian Life Insurance, Fidelity Brokerage Services, and Ameriprise Financial Services. In addition to his advisory work, he teaches dual credit U.S. history as adjunct faculty at Collin College. Fisher Investments provides discretionary portfolio management services to a diverse global client base, including institutional and high-net-worth investors. The firm uses a centralized investment approach combining quantitative and qualitative research to manage equity, fixed-income, and blended mandates, employing tax-aware strategies and risk management techniques.

Jose Mena Gallegos is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2023, he worked at Hewlett Packard Enterprise from 2020 to 2023 and has held roles in real estate and business internships. 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 and offers sub-advisory, retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Jorge Dall Anesse Vargas is a financial advisor at Fisher Investments, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Acuity Knowledge Partners, Tegus, and academic work at the Tecnologico de Costa Rica and Universidad de Costa Rica. 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 offers sub-advisory and retirement plan services.

Michelle Addington is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of advising, she is involved in a real estate business as an owner and partner of AM Properties LLC. 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 portfolios primarily constructed from Vanguard funds and ETFs, supporting a large client base through its digital platform and team servicing model.

Matthew Deluca is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, alongside a tenure at Bank of America, N.A. dating back to 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies designed by internal and third-party managers.

Javier Aguilar Arguedas is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes positions at Amherst Holdings and Amazon, as well as time as a full-time student. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Trent Werner is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work history includes roles at Uptown Properties, Premiere Property Group, and JP Morgan Chase Bank. Outside of advising, Werner owns personal real estate holding and brokerage LLCs. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm’s centralized investment process combines quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware and risk management strategies.

Jacob Baumann is a Series 65–licensed advisor with Fisher Investments in Plano, TX, and has two years of industry experience. Before joining Fisher Investments as a financial advisor in 2022, he worked at the firm in other roles beginning in 2018 and previously was employed at Genesis Health Clubs. Fisher Investments serves a global range of institutional and private clients, 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.

Jennifer Lully is a financial advisor at Fisher Investments with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Fidelity Investments, Morgan Stanley, and Fidelity Brokerage Services. Outside of her advisory role, she is the founder and CEO of Broken Mirror LLC, an eco-fashion, beauty, and art online business, and she also manages The Startup Club, a networking group focused on the food and beverage industry. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Paulo Matias is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JP Morgan Securities LLC, US Bank, and Raymond James Bank. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Carlos Jovel Quiros is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes roles at EY, Secure Title Latin America, and the Universidad de Costa Rica. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized Investment Policy Committee and quantitative and qualitative methods to construct diversified portfolios, with services extending to sub-advisory, retirement plans, and private-fund advisory.

Hien Lai is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jimmy Lee is a financial advisor with LPL Financial in Plano, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His background includes 26 years with Waddell & Reed, Inc. and various insurance carriers, as well as tax-related business activities such as operating JTL Tax Partners LLC. He is also a commissioned notary. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Cameron Bleibtrey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at OSAIC Institutions, Inc., Ballston Spa National Bank, and Northwestern Mutual in various roles. Outside of finance, he has worked as a restaurant server. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Patrick M. Evans is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 licenses. Evans serves on the Dean's Advisory Council for the LSU EJ Ourso College of Business, advising and supporting the Dean's initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Aden is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and several other firms. 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 decision process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Kelly Daugherty is a financial advisor at Edward Jones with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity, and Morgan Stanley. Daugherty served in the US Army from 2014 to 2022. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ryan Smith is a Series 65 licensed financial advisor at Fisher Investments with five years of industry experience. He previously worked at U.S. Bank for 23 years and is also active as a real estate agent with Wise Move Real Estate. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across multiple asset classes and employing a centralized investment process that integrates quantitative and qualitative research.

Wendy Scholljegerdes is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise. She has worked with Ameriprise Financial Services, Inc. since 2008 and continues with its affiliated entities. Outside of her advisory role, she manages a rental property as an owner and landlord. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Austin Lester is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, previously spending seven years at Invest Financial Corporation. Lester also serves as CFO at Milestone Insurance & Investment Services, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing model portfolios and research from internal and third-party sources.