Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brendan S

Series 63, Series 66

Plano, TX

Fisher Investments

Brendan Sullivan is a financial advisor at Fisher Investments with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fisher Investments in 2020, he worked at TD Ameritrade in various roles from 2017 to 2020 and at Ben E Keith and the University of North Texas between 2016 and 2017. 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 approach combining quantitative and qualitative research and offers tax-aware portfolio management alongside risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Arial N

Series 65

Plano, TX

Fisher Investments

Arial Nevo is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. Prior to joining Fisher Investments in 2020, Nevo worked at Wells Fargo and participated in the Masa Israel Teaching Fellowship program. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Lauren S

Series 65

Plano, TX

Fisher Investments

Lauren Storz is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. She has 14 years of industry experience and has been with Fisher Investments since 2005. 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 approach with a five-member Investment Policy Committee and employs tax-aware processes and risk management tactics.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Noah U

Series 65

Plano, TX

Fisher Investments

Noah Uresti is a financial advisor at Fisher Investments with a Series 65 designation and experience beginning in 2023. Prior to joining Fisher Investments, he held positions at Koch Industries and the KU Business Communication Center, and he studied at the University of Kansas. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Ronald H

Series 65

Plano, TX

Fisher Investments

Ronald Hensley is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018, following positions at Keller Williams Premier Partners and Enterprise Holdings. 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 with a centralized investment decision process, utilizing quantitative and qualitative research to construct diversified portfolios across various mandates.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Tiziano B

Series 65

Plano, TX

Fisher Investments

Tiziano Bottoni is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2019. Prior to this, he worked at Portland State University and Portland Community College and was involved with Mucca Osteria. Fisher Investments serves a global clientele, including institutional and high-net-worth private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Charles A

Series 65

Plano, TX

Fisher Investments

Charles Akinyemi is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and eight years of industry experience. He has been with Fisher Investments since 2017. 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 to construct globally diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Nick N

Series 63, Series 65

Plano, TX

Fisher Investments

Nick Norris is a financial advisor at Fisher Investments with four years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He holds the Series 63 and Series 65 designations. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

James D

Series 63, Series 66

Plano, TX

Fisher Investments

James Dekoschak is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials with 16 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, totaling seven years before joining Fisher Investments in 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, 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, with a notable non-U.S. client base and extensive sub-advisory relationships.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Thomas P

Series 63, Series 65

Plano, TX

Fisher Investments

Thomas Parides is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at TD Ameritrade and Intalytics. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates with a centralized investment process that integrates quantitative and qualitative research.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Daniel D

Series 65

Plano, TX

Fisher Investments

Daniel Diehl is a financial advisor with Fisher Investments, holding a Series 65 credential and two years of industry experience. His prior roles include positions at CS Planning Corp., G & L Financial Planning, Caelestibus Wealth Management, and Vertical Vision Financial Marketing. He is also a licensed independent insurance agent authorized to sell life insurance and annuities, though he currently dedicates minimal time to these activities. Fisher Investments serves institutional and private clients worldwide, 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 globally diversified portfolios and offers sub-advisory, retirement plan services, and manages separate accounts alongside pooled investment vehicles.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Ryan S

Series 65

Plano, TX

Fisher Investments

Ryan Stocking is a financial advisor at Fisher Investments with a Series 65 credential and multiple years of experience at the firm beginning in 2019. He previously attended the University of Wisconsin - Madison. 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 manage risk and positioning for a diverse client base.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Dustin H

Series 65

Plano, TX

Fisher Investments

Dustin Huffman is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2011. He has 13 years of industry experience. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, and employs tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Colin F

Series 65

Plano, TX

Fisher Investments

Colin Fox is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, having nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, 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 globally diversified portfolios and offers sub-advisory and retirement plan services.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Jared H

Series 63, Series 66

Plano, TX

Fisher Investments

Jared Haggard is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Fisher Investments in 2021. 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Joshua G

Series 65

Plano, TX

Fisher Investments

Joshua Good is a Series 65-licensed financial advisor at Fisher Investments with 7 years of industry experience. He has been with Fisher Investments since 2015. Outside of his advisory role, he consults for a quasi-government entity in North Bonneville, Washington, and serves as a city councilor there, providing oversight of municipal expenditures and legislative matters. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized, committee-driven investment process that incorporates quantitative and qualitative analysis, tax-aware strategies, and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Ryan P

Series 65

Plano, TX

Fisher Investments

Ryan Paterson is a Series 65-licensed financial advisor at Fisher Investments with seven years at the firm and two years of total industry experience. Prior to joining Fisher Investments, he worked at Building Talent for eight years. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee to guide its investment decisions. The firm is notable for its extensive non-U.S. client base and sub-advisory relationships, providing a range of services including retirement plan management and sub-advisory support.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Adam E

CFP®, Series 63, Series 66

Plano, TX

Fisher Investments

Adam Eugene is a CFP®-certified financial advisor at Fisher Investments with 12 years of industry experience. Before joining Fisher Investments in 2018, he worked at Bank of America, Merrill, and Fidelity Investments. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research with tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Andrew L

Series 65

Plano, TX

Fisher Investments

Andrew Lang is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C. and Capital Group. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and employs advanced risk management and tax-aware strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Jessie S

Series 65

Plano, TX

Fisher Investments

Jessie Strenk is a Series 65-licensed financial advisor at Fisher Investments with four years of industry experience. She has worked at Fisher Investments since 2021 and previously held roles at KPI Analytics, Oregon State University, The League Kitchen and Tavern, and McNeil High School. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and also provides sub-advisory and retirement plan services.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)