Mitchell Tuffey is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2022. Prior to this, he was employed at Hope Christian Schools: Fidelis and Wisconsin Rental Center. 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 screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a financial advisor at Fisher Investments in Plano, TX, with nine years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. 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 uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware strategies and risk management techniques.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.

Dustin Carpenter is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 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 various asset classes. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques such as derivatives and structured notes.

Domenico Ramazzini is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining Fisher Investments in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also operates an online e-commerce store focused on home decor and renovations through his personal venture, Ramazzini Holdings LLC. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Leonardo Ramirez Alpizar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at Titan Rentals, Foundever, Amazon, and several other organizations. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware and risk management strategies.

Raymond Chen is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Fisher Investments since 2018. Prior to that, he worked at the University of Florida from 2014 to 2018. 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 globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Talia Jones is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, she held roles at Winnovart and HRfrenzy, and she studied at the University of Oregon. 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 approach supported by quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Weinstein is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments, he worked at several firms including Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. 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 and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Ryan Knowlton is a CFP® with 11 years of industry experience, currently with Fisher Investments since 2020. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, UBS Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is involved in rental property management. Fisher Investments serves a diverse range of institutional and private clients globally, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm manages various account types including separate accounts, pooled vehicles, and provides sub-advisory and retirement plan services.

Barnez Chatelain is a Series 65-licensed financial advisor with two years of industry experience, currently with Fisher Investments in Plano, TX. His prior roles include various positions at the University of Alabama and brief tenures at State Farm and Chubb. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, supported by a centralized investment process and a focus on tax-aware strategies.

Robert Reese III is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, and employs tax-aware and risk management strategies to construct diversified portfolios.

Patrick Harris is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. 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 employs a centralized investment approach combining quantitative and qualitative research, alongside tax-aware strategies and risk management techniques.

Matthew Fichtel is a CFP® professional with 10 years of industry experience, currently advising at Fisher Investments since 2021. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, spanning a combined eight years in those roles. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process led by a committee that integrates quantitative and qualitative research, employing tax-aware strategies and risk management techniques in its portfolio construction.

Michael Stroud is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Antonio Segovia Miranda is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining Fisher Investments, he gained work experience in various roles including positions at Tactik Global Marketing and Backcountry.com. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a combination of quantitative and qualitative research and employs tax-aware strategies and risk management tools across diversified global portfolios.

William Cocozza is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes alongside defensive tactics to manage risk and positioning.