Gregory Clary is an advisor at Fisher Investments based in Plano, TX. He holds Series 63 and Series 65 licenses and has recently started his career in the financial industry, joining Fisher Investments in 2026 after positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Nicholas Montgomery is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has eight years of experience with the firm, having worked there since 2014. 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 with a centralized investment process that incorporates quantitative and qualitative research. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware strategies and risk management techniques.

Kristen Broersma Lozano is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and one year of industry experience. She has worked at Fisher Investments since 2019, including roles in the Portfolio Management Group and 401(k) Solutions. Prior to that, she held positions at Hanwha Energy US Holdings, Milk & Honey, OC Marketing US, and SagePoint Financial. Fisher Investments serves a global clientele of institutional and private clients, 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 diversified portfolios and manages sub-advisory and retirement plan services.

Brian Hamilton is a financial advisor with Fisher Investments, holding a Series 65 designation. He has one year of industry experience and joined the firm in 2025. His prior work includes positions at Village Fit, Southwestern Advantage, and East-West Ministries. 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 offers sub-advisory, retirement plan services, and specialized risk management techniques.

Cameron Kimble is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Morgan Stanley for two years and has held positions at several other firms. Fisher Investments provides discretionary portfolio management to a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios employing quantitative and qualitative research, with strategies that include tax-aware processes and risk management through derivatives and other instruments.

David Carlson is a financial advisor at Fisher Investments with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity and TD Ameritrade. 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 equity, fixed income, and blended mandates.

Francisco Rivera is a CFP® and ChFC® credentialed advisor with eight years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Goldman Sachs & Co. LLC, Lyft, Wrapify, The Ayco Company, L.P./Mercer Allied, Edward Jones, California Lutheran University, and Royal Prestige of California. 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 offers sub-advisory, retirement plan services, and separate account management.

Timothy Andreolli is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside the financial sector, such as positions at Abbotts Frozen Custard, Standley Systems, and Pizza Hut. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Timothy Schluter is a financial advisor at Fisher Investments with 23 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2004. 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 and utilizes tax-aware strategies and risk management techniques.

Richard Freas is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2021. 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 through various tactical strategies.

Oscar Minnix is a Series 65-licensed advisor at Fisher Investments with one year of industry experience. He previously worked at MAI Capital Management and held roles outside of finance, including positions at Park Place Technologies and Amazon. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Evan Windisch is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Outside of his advisory role, Windisch coaches high school lacrosse, serving as a goalie coach and running clinics for lacrosse goalies. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Marisol Umana Rivero is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2023, she worked at Amazon from 2012 to 2020 and held positions at La Artistica. 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, tax-aware processes, and risk management strategies to construct globally diversified portfolios.

Lauren Jacque is a Series 65 credentialed advisor at Fisher Investments with experience beginning in 2019 across various roles including mortgage and insurance services. She has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Lawrence Li is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. 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 with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Brianna Goettel is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. She has been with Fisher Investments since 2021. Prior to her advisory role, she worked in various service positions including at Seal Swim School and Bonefish Grill. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

Michael Mellor is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Tom Ferry and DYN Consulting. His work history also includes roles outside the financial industry, such as positions with Miyagi Bar and Sushi and Sacramento State Athletics. 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 approach that combines quantitative and qualitative research and employs various risk management techniques, including tax-aware processes and defensive tactics.

Nicholas Boswell is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2014. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, employing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Steven Forrer is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. 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’s investment decisions are centralized with a committee that employs quantitative and qualitative research to construct globally diversified portfolios, incorporating tax-aware processes and defensive tactics to manage risk.

Adam Kestel is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and having 13 years of industry experience. He has worked at Fisher Investments since 2011. 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 uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.