Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Madison Begley is a Series 65-licensed financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC, Begley worked at Fluent Financial, Sepio Capital, and Realty One Group Signature, among other firms. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad array of investment advisory and brokerage services, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple asset classes.

Michael Riccardi is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Pathstone for three years. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management techniques.

Vincent Nuno is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques for its clients.

Robert Robles III is a Senior Resident Director and Wealth Management Advisor at Merrill. He serves as a partner in Barry, Robles & Associates in Dallas, Texas, overseeing and coordinating financial affairs for a diverse clientele, including company executives, small businesses, medical practices, and businesses involved in mergers and acquisitions. His approach focuses on building deep relationships and delivering tailored financial advice and solutions that align with clients' unique goals and circumstances. Rob joined Merrill Lynch Wealth Management in 2004, beginning his career with the Global Research and Economics Group and transitioning to a Wealth Management Advisor role in 2007. He holds a degree from New York University's Stern School of Business and has earned the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC) designations. He also completed accredited certificate programs at the University of Pennsylvania and the University of California System. In addition to his professional roles, Robert is involved in community organizations including the 9/11 Day Foundation - National Day of Service, Frisco ISD Watch Dogs, and the New Jersey Mental Health Association. He resides in McKinney, Texas with his family and speaks English and Spanish.

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.

Camden Elliott is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 66 designation and previously worked with Northwestern Mutual Wealth Management and Morgan Stanley. Prior to his financial career, he was employed at Dutch Bros Coffee and the National Interagency Fire Center. 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 to construct diversified portfolios and employs tax-aware and risk management strategies.

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 with LPL Financial based in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strategic Wealth Partners, Nuuds, and professional baseball teams such as the Chunichi Dragons and the Cleveland Guardians. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in several family-related business interests including partnerships in biotech research firms, commercial real estate, and a CPA firm. 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 financial planning and investment management services through a large network of advisors, using model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

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.

Zulema Larumbe is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill for 26 years. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.