Josh Feifarek is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to co-create personalized planning experiences that align with their goals and priorities. He began his career in financial services with New York Life in 2022, serving as a Financial Services Professional. In 2023, he joined Fidelity Investments as a Financial Representative. He then advanced to the role of Relationship Manager in 2024 before becoming a Planning Consultant in 2025. Josh's professional experience encompasses client relationship management and personalized financial planning. Outside of his professional work, Josh's personal interests include fishing, fitness, football, golf, lake activities, and skiing.

Tyrone Tubbs is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His previous work includes positions at Sandia National Laboratories, Gexpro Services, and Prairie View A&M University. 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 that integrates quantitative and qualitative research to construct globally diversified portfolios and provides tax-aware risk management strategies.

Alexander Tiner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Nylife Securities LLC, New York Life Insurance Company, and TD Ameritrade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Raoul Shroff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He began his career in 1999 after graduating from Southern Methodist University with a Bachelor's Degree in Marketing. Raoul has six years of experience with JPMorgan Chase and has spent over 16 years with Merrill Lynch, where he was a partner with his father who started the practice in 1982. Specializing in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, Raoul focuses on helping individuals and families develop personalized strategies aligned with their financial goals. His approach emphasizes understanding what clients want their money to achieve, enabling tailored guidance and solutions. Raoul holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch. He lives in Frisco with his wife, Sheena, and their two sons, Jayden and Liam. Outside of his professional work, he enjoys coaching his boys in football and baseball, and has interests in music and film.

George Mc Coy Jr. is a Series 66-licensed financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Systeem-Medical and MedNetworx. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

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 nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of her advisory role, she is the founder and CEO of Broken Mirror LLC, an eco-fashion, beauty, and art online business, and 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 multiple asset classes with a centralized investment approach that combines quantitative and qualitative analysis.

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.