Aaron Leach is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018, following a prior role at J.P. Morgan Chase Bank and a year at Abercrombie and Fitch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kurt Petersen is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Felicia Williams is a financial advisor with Vanguard Advisers based in Plano, TX. She holds a Series 66 designation and has three years of industry experience. Prior to her current role at Vanguard, she has worked in both professional studies and human resources, and she is also the owner of a barber and beauty salon, Kreative Cuts & Styles. 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 proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Lauren Snowden is a Series 66 licensed financial advisor with nine years of experience at UBS Financial Services in Plano, TX. Prior to joining UBS in 2017, she worked at Trader Joe's for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Pasquariello is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. His prior work experience includes roles at Conduent, Toyota, and various self-employed positions. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee that combines quantitative and qualitative research to construct globally diversified portfolios.

Bryce Peacock is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Solutions, Associated Bank, Grove Point Investments, Allstate, LPL Financial, Mountain America Credit Union, and chrysalis inc. He is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and uses various risk management techniques, including tax-aware strategies and defensive tactics, to manage client portfolios.

Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Riley is a CFP® professional with 15 years of industry experience, currently affiliated with Charles Schwab in Westlake, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors. Outside of his advisory work, he operates a small woodworking and carpentry business. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Donalee Gonzales is a CFP®-designated financial advisor with LPL Financial, based in Flower Mound, TX, and has 18 years of industry experience. She previously worked at D.A. Davidson & Co., Crowell Weedon & Co., and Wedbush Securities Inc. Gonzales operates under the Mountain View Financial Group name as part of her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Callum Holley is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He joined Fisher Investments in 2022 after two years at Pacific Office Automation. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Ryan Nolan is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at SoFi Securities, SoFi Wealth, and Fidelity Investments. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management with an investment approach that combines quantitative screening, qualitative research, and centralized portfolio management. The firm manages globally diversified portfolios and incorporates tax-aware processes as well as defensive tactics to manage risk and positioning.

Arin Holliman is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities LLC, The Prudential Insurance Company of America, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk and positioning.

Irene Campos Valle is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She has been with Fisher Investments since 2025 and has prior experience at L.L.Bean, Inc., as well as a background that includes full-time education and a gap year. 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 screening and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Amanda Andrews is a financial advisor with Fisher Investments, holding a Series 65 credential and five years of industry experience. Prior to joining Fisher Investments in 2021, she worked at John Deere and has held roles with the Girl Scouts of Eastern Iowa and Western Illinois, among other positions. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, alongside sub-advisory and retirement plan services. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Kevin Kim is a financial advisor at Fisher Investments with Series 65 credentials and has been in the industry since 2023. He previously operated his own advisory firm, Kevin M. Kim, LLC, and has worked at Fisher Investments in multiple prior periods totaling seven years. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Rayshawn Mccallum is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and UPS. Outside of his advisory role, he has worked as a package handler for FedEx Ground. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

James Morris is a Series 65 credentialed financial advisor with Fisher Investments, based in Plano, TX. He has a total of six years of industry experience, including two separate tenures at Fisher Investments. 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 through its Investment Policy Committee, utilizing quantitative and qualitative research combined with tax-aware and defensive strategies.

Shawn Jensen is a CFP® with 21 years of industry experience, currently serving at Fisher Investments since 2018. Prior to joining Fisher, he worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2014 to 2018. Fisher Investments provides discretionary portfolio management to a global client base including institutions and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques across various asset classes.

Mackenzie Downs is a financial advisor at Fisher Investments with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fisher Investments in 2024, Downs worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. 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, utilizing various risk management techniques and tax-aware strategies.

Danielle Thomas is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Fidelity, BNSF, State Farm, and the City of Fort Worth Police Department prior to joining Schwab. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory services through a combination of non-discretionary and discretionary investment solutions, multi-asset model portfolios, and a comprehensive alternative investments program.