Joshua Osborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Fisher Investments in 2024, he worked at WP Engine, Cornerstone Securities, Streetwise Investments, Nylife Securities, LLC, and New York Life Insurance Co. Since 2022, he has owned Osborn & Son, LLC, a real estate business focused on investment properties in central Illinois. Fisher Investments manages discretionary portfolios for a global mix of institutional and private clients, employing a centralized investment process that integrates quantitative screening and qualitative research to create diversified portfolios. The firm serves pension plans, foundations, investment companies, and high-net-worth individuals with equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services.

Mark Hagan is a financial advisor with UBS Financial Services in Plano, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, Hagan serves as president and chairman of the board for Emily's Place, a faith-based housing ministry for battered women, and is a board member of the East Texas Communities Foundation, where he participates in strategic planning and marketing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm offers a broad range of capabilities, including institutional trading and wealth management services.

William Mcgurk is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services and UBS Financial Services, as well as an academic tenure at Florida State University. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions made by a centralized committee that employs quantitative and qualitative research methods.

Elden Brooks is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He previously worked within the Mt Pleasant School District and is a student at the University of the Cumberlands. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and uses various strategies such as tax-aware management and defensive tactics to manage risk.

Thomas Rayton is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade, JP Morgan Securities, JPMorgan Chase Bank, Aon, and AXA Advisors. 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.

Justin Williams is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James & Associates in Frisco, TX. His work history includes roles at Fidelity Investments, Wells Fargo Clearing Services, Merrill, Bank of America, and Scottrade. He is also associated with The American College and has a current position at DoorDash. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services supported by extensive research and a variety of portfolio management strategies.

Gerard Roncinske is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Roncinske-Hughes Group, which has over 75 years of combined experience serving clients from diverse financial backgrounds. The group focuses on building lasting relationships with clients and their extended families by tailoring wealth management strategies to meet their unique financial situations. Gerard’s expertise encompasses a wide range of client focus areas including corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and retirement income. The Roncinske-Hughes Group provides personalized wealth management services for affluent individuals and families, delivering portfolio construction, implementation, and access to a suite of investment opportunities such as IPOs, private equity, managed futures, hedge funds, trust services, and premier lending sources through the resources of Bank of America. Raised in upstate New York, Gerard moved to Texas in 1999 to start his financial career. He holds a Bachelor's degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. Gerard lives in Frisco, Texas, with his wife Megan and their three children, Delaney, Parker, and Keaton. Outside of his professional work, he enjoys fishing and playing golf in his free time.

Rylan Berriman is a Series 65 registered advisor with Fisher Investments in Plano, TX, where he has worked since 2017. He has six years of industry experience, including prior roles at Rebound Ortho and Whitworth University. 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 uses a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware strategies and risk management techniques.

Jared Ottmers is a CFP® professional with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. He has been affiliated with Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Jared is the owner of Primary Wealth Group, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Ira Lambeth is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 66 designation and previously worked at First Command Insurance Services, First Command Advisory Services, and First Command Financial Planning. Lambeth served in the U.S. Navy for 22 years. Outside of his advisory role, he owns and manages a condo rented through Airbnb. 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 and qualitative research to construct globally diversified portfolios.

Steven Schaub is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2020. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended strategies. The firm’s investment process combines quantitative and qualitative research with centralized portfolio management and employs tax-aware and risk management techniques.

Bao Le is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at TD Ameritrade, E*TRADE Securities, and Personal Capital Advisors Corporation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separate managed accounts, employing multi-asset model portfolios supported by research and a formal alternative-investment onboarding process.

Brian Jones is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at HomeBridge Financial Services, Primerica Advisors, and Avantax Investment Services. Outside of his advisory work, he serves as a part-time high school and college wrestling referee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendation process.

C White Jr. is a financial advisor with Osaic Wealth, Inc. based in Plano, Texas, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance Associates, Inc. for over 10 years and has been involved with College Funding Solutions, Inc. and C&M Legacy USA, Inc. for more than a decade. In addition to his advisory role, he serves as President of LegacyUSA, Inc., where he develops and implements strategic and tactical plans for client engagement. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and offers access to a range of investment options, supporting both discretionary and non-discretionary management through multiple advisory platforms.

Luis Malpica is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. Prior to this, he held positions at On24, The North Face, Terranea Resort and Spa, and has been involved with California State Parks since 2015. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and implements tax-aware and risk management strategies in its portfolio construction.

Jose Pablo Lippi Ceciliano is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he held roles at Accenture, Microsoft, Dell Technologies, and Boomerang Wireless. 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 manages risk using various strategies including tax-aware processes and defensive tactics.

Moab Schiers is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gustavo Valencia is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within the company, including Investment Management Consultant II from 2020 to 2023 and Investment Management Consultant from 2019 to 2020. Prior to joining Fidelity Investments, Gustavo worked as a Financial Consultant at David Lerner Associates from 2015 to 2019. His professional experience spans financial consulting and investment management. Gustavo's approach to financial planning emphasizes collaboration with clients to develop strategies tailored to their individual financial goals and circumstances.

Doron Elad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Commonwealth Financial Network, and Diamond Capital Wealth. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Avantax and its affiliated entities for over a decade and owns Buchanan & Company PLLC, a CPA firm offering accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for family trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.