Patrick Markunas is a CFP® with eight years of industry experience, currently advising at Fisher Investments since 2021. His prior experience includes roles at TD Ameritrade, Charles Schwab, and Hudl. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services across a range of mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios.

Nicholas Combs is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Fisher Investments in 2025, he worked at SEI Investments Distribution Co and SEI Investments Management Corp, as well as The Vanguard Group, Inc. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that employs quantitative and qualitative research, tax-aware strategies, and risk management techniques.