Tess Carpenter is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. She has been with Fisher Investments since 2017 following time spent in education. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm emphasizes centralized investment decisions, tax-aware strategies, and risk management techniques in managing diversified portfolios.

Adrienne Outman is a financial advisor with Merrill in McKinney, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked at Bank of America, N.A. since 2019 and at Merrill Lynch Pierce Fenner & Smith since 2016. Merrill, along 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Snyders is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing customized financial strategies aligned with his clients' unique needs and goals. Since 1989, he has worked with individuals, families, and businesses to address complex wealth management challenges, including college education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing. Jeffrey focuses on building long-term, multi-generational relationships, assisting clients through significant life transitions such as retirement, inheritance, and funding education. With a Bachelor’s Degree from Western Michigan University, Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Drawing on the global resources of Merrill, he emphasizes a personalized, goals-based approach to wealth management, prioritizing open and honest communication to align financial strategies with clients’ personal priorities. Outside of his professional role, Jeffrey’s personal interests include boating, fishing, hiking, running, skiing, and traveling.

Jonathan Hoopes is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Moraga Partners LLC and Ameriprise Financial Services LLC. Outside of his advisory work, he is a business owner of Warner Springs Ag LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and other services through a network of investment adviser representatives.

Patrick Cleary is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities L.L.C. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates to support client goals.

Joshua Colon is a financial advisor at Fisher Investments with a Series 65 designation and one year of experience at the firm. His prior work history includes roles at Northwestern Mutual and Towne Park, along with experience in retail and education sectors. 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 diversified portfolios and employs tax-aware strategies and risk management techniques, catering to a broad client base including pension plans and high-net-worth individuals.

Brian Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Seitz operates a separate business under the name Seitz Wealth Management. 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 financial planning and investment management services, combining scale with a broad suite of advisory and non-advisory financial products.

Joshua Einhorn is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2005. Fisher Investments provides discretionary portfolio management for a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Olivia Meger 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 2025, she worked at Leadr, European Wax Center, Brickhouse, and Cafe Zupas. 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 Policy Committee and employs tax-aware processes along with various risk management strategies to construct diversified portfolios.

William Ransom is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at J.P. Morgan Securities and Bank of America, N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Taryn Ewing is a financial advisor at Fisher Investments with a Series 65 license and two years of industry experience. She has worked at Fisher Investments since 2018 and previously held positions at MSU Federal Credit Union, Leos Island, and Bagger Daves. Outside of finance, she operates Creativitee Crochet LLC, a business selling handmade crochet stuffed animals at local farmers markets. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management strategies.

James Simpson is a financial advisor with Merrill based in McKinney, TX, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His career includes roles at Bank of America, N.A. and CUSO Financial Services, LP, with over a decade at InTouch Credit Union prior to joining Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple program strategy types and emphasizes tax-focused investment capabilities, operating within a platform integrated with Bank of America affiliates.

Aaron Kelly is a Wealth Management Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has over 29 years of experience in the financial services industry, specializing in wealth management strategies that are personalized to align with clients' values, priorities, and long-term objectives. Aaron works with individuals, multigenerational families, business owners, and corporate executives to help them simplify complex financial decisions and pursue their financial goals with confidence. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Aaron earned a Bachelor of Business Administration degree in Finance from the University of North Texas and is a member of the University of North Texas Alumni Association. His expertise includes investment management, retirement planning, college education planning, and tax minimization. Aaron's approach involves a comprehensive, goals-based wealth management strategy that considers all aspects of a client's financial life, including investment management, banking, lending solutions, philanthropic strategies, and legacy planning. Outside of his professional work, Aaron enjoys camping, golfing, and running.

Scott Davidoff is a CFA® charterholder with 28 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a prior seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Carman is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at E*TRADE Securities and Aperture Group/OptionsHouse before joining Fisher Investments in 2024. 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 multiple asset classes using a centralized investment committee and incorporates tax-aware strategies and risk management techniques.

Sam Lee is a financial advisor at Fisher Investments with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2018. Prior to that, he was briefly employed at Scottrade Inc and has several years affiliated with Oakland City University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process incorporating quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Sergio Sanchez is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Northwestern Mutual. 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 with both quantitative and qualitative methods to construct globally diversified portfolios and manages risk through various tax-aware and defensive strategies.

Chase Amis is a CFP® professional with 15 years of industry experience, currently serving with Fisher Investments since 2017. Prior to that, he worked at Fidelity Investments from 2010 to 2017. He holds Series 63 and Series 66 licenses. 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 tax-aware strategies and defensive tactics.

Drake Mulder is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Raymond James Financial Services, Morgan Stanley, E*TRADE Securities, and Flagship Bank. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative screening and qualitative research to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Glenn May is a Wealth Management Advisor with Tarver, Campbell and May Wealth Partners in Texas, affiliated with Merrill Lynch Wealth Management. He works closely with clients throughout the United States, helping them simplify the complexities of their financial lives through proactive and informed approaches. Glenn advises clients on a range of financial needs including retirement planning, saving for college, purchasing homes, generating cash flow for lifestyle support, investment portfolio development, and wealth transfer strategies. Prior to his current role, Glenn spent over three decades with HP and Agilent, serving as Vice President of World Wide Sales Development and National Sales Development. He also served in the U.S. Air Force from 1974 to 1978. Glenn earned a Bachelor of Science degree in Electrical Engineering from Fairleigh Dickinson University and holds the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor designations. Glenn tailors his financial strategies to each family's unique priorities, providing clear communication and frequent contact. He offers a proactive process to help clients navigate investment market uncertainties and economic challenges. Outside of his professional work, Glenn enjoys photography, reading, and traveling.