Vincent Nuno is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. 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 to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Robert Robles III serves as the Senior Resident Director and Wealth Management Advisor at Merrill's McKinney office. He works with diverse clients including families, executives, and business owners to simplify and optimize their financial lives. His approach emphasizes building trust and understanding clients' individual goals, values, and concerns in order to deliver coordinated, family-office style wealth management solutions that support clients across generations. Robles began his career at Merrill in 2004 and has been a Wealth Management Advisor since 2007. He holds a bachelor's degree from New York University Stern School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). As Resident Director, he also mentors other advisors to balance professional and community leadership roles. Residing in McKinney, Texas with his wife Melissa, two children, and their Italian Greyhound, Robles engages in activities such as sailing, clay target sports, car rallies, and endurance races. In addition to his professional responsibilities, he participates in community organizations including the 9/11 Day Foundation - National Day of Service, Frisco ISD Watch Dogs, and the NJ Mental Health Association.

Janet Parker is a financial advisor with Charles Schwab in McKinney, TX, holding a Series 66 credential and bringing 11 years of industry experience. She is also the managing partner of Parker Operating Company LLC and Parker Management Consultants LLC, both providing management consulting services. Charles Schwab 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Alexander Leiken is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments in 2022, he worked at RVK, Inc. for ten years. Outside of his advisory role, he is a minority shareholder and secretary of a family real estate holding company, where he provides occasional strategic investment advice. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and uses tax-aware strategies and risk management techniques.

Jeffrey Moore is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Fisher Investments since 2008. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Joel Morrissey Garrett is a financial advisor at Fisher Investments holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles including positions at Transformation Technology Inc and academic institutions such as the University of San Francisco and the University of Hawaii. 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 combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Robert Pace is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Royal Bank of Scotland Nv since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research as well as tax-aware processes.

Lucas Wakamatsu is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with Strategic Wealth Partners and Nuuds. Prior to his financial career, he was associated with professional baseball organizations including the Chunichi Dragons and Cleveland Guardians. 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. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial and its predecessor firms since 2001. Outside of his advisory role, Strange is involved in several business activities including ownership interests in biotech research companies and a CPA firm, Strange & Coats, PC. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management options, employs model portfolios and research from multiple sources, and integrates various technologies in its investment approach.

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

Jacob Noonan is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, he held roles at Healix Medical, Smart Power, and the University of Mississippi. 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 manages risk through various tactical strategies.

Carson Paull is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has worked at Fisher Investments since 2018 and previously held positions at Nationwide Insurance and Play It Again Sports. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee and employs tax-aware strategies alongside various risk management tactics.

Kevin Boylan is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at The Boylan Group, Fifth Third Bank, Colorado State University, Penske, and Bright Star Academy Schools. 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 process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Junaid Farooq is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has experience at firms including Western Asset Management, Deloitte, and First Guardian Capital. 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 combining quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Alexandra Thompson is a Series 65-licensed financial advisor at Fisher Investments with three years of industry experience. She has previously worked at Mariner Finance and Scion Group and has held roles at the University of South Florida and Texas Roadhouse. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and provides sub‑advisory and retirement plan services.

Elmo Cure III is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 designation and has worked at Royal Alliance Associates, Inc. since 2018, following two years at Signator Investors, Inc. He is also president and owner of Elmo E Cure Jr & Assoc Inc, a C-corporation involved in the sales and marketing of fixed insurance products and brokerage services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to a range of investment products and third-party services.

Josh Moore is a Series 65-licensed financial advisor at Fisher Investments based in Plano, Texas, with two years of industry experience. Prior to joining Fisher Investments in 2020, he worked for eight years at Parking Management Services Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Carson Perry is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He has been with Fisher Investments since 2019 and previously held roles at Brigham Young University, the US Travel Association, and Game Face, Inc. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach driven by an Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios while managing risk through various strategies and tax-aware processes.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.