Alexander Quinones is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, T Rowe Price Investment Services, and Branch Bank & Trust Co. Outside of his advisory work, he owns a landscaping business in Apollo Beach, FL. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research, with strategies including tax-aware management and risk mitigation techniques.

Cole Geenty is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. He joined Fisher Investments in 2023 and has previous work experience at The River Club, Carhartt Inc, and D & H Flagging. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, with a focus on tax-aware strategies and risk management.

Matthew Nikkel is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently works at Fisher Investments and has previously held roles at Broadridge Financial, Charles Schwab, Park Avenue Securities, Guardian Life Insurance Company, and SM Energy. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized, committee-driven investment process that integrates quantitative and qualitative research to manage diversified portfolios and implements tax-aware strategies and risk management techniques.

Tyler Palmer is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes roles at Partners for Growth, Jakks Pacific, and the University of Oregon. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Brandon Davey is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior work includes roles at Rival Labs, Treehouse Foods, and USHealth Advisors, among others. Fisher Investments serves a global range 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, and employs tax-aware strategies and tactical risk management.

Mark Belozeroff is a financial advisor at Fisher Investments with a Series 66 designation and one year of industry experience. His prior work includes roles in various service and hospitality positions. 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 construct globally diversified portfolios.

Branndon Nesspor is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott LLC, Barrister Wealth Management, and The Vanguard Group. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Rachael Green is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. She has been with Fisher Investments since 2018. Prior to her advisory role, she was affiliated with the University of California, Berkeley from 2014 to 2018 in various capacities. Fisher Investments provides discretionary portfolio management to a global client base, including institutional and high-net-worth clients. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios across multiple asset classes.

Kara Boyd is a Series 65-licensed financial advisor with 18 years of industry experience. She has worked at Fisher Investments since 2021 and previously held roles at HighTower Advisors LLC and Old North State Trust, LLC. Fisher Investments serves a global clientele that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes, employing a centralized investment process that integrates quantitative and qualitative research while utilizing tax-aware strategies and risk management techniques.

Ray Montalvo is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, McKinsey & Company, Tesla, and Papa Johns. 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 screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

Mitchell Bowen is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX. He has two years of industry experience and has previously worked at Baylor University and Founders Classical Academy. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Skye Peck is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher Investments in 2019, Peck worked at the Metropolitan Transportation Authority and Flagship One, Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee and employs tax-aware and risk management strategies across diverse client accounts.

Connor Stiscak 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 Cetera, Megent Financial, 49 Wealth Management, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and MBUSI. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with strategies that include tax-aware management and risk mitigation techniques.

Rodrigo Aguilar Alfaro is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and previously worked at McKinsey & Company. Fisher Investments manages discretionary portfolios for a diverse client base that includes institutional and private investors. The firm combines quantitative and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios and employs a range of risk management and tax-aware strategies.

Zachary Fingliss is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has two years of industry experience. Prior to joining Fisher Investments in 2026, he worked for Fidelity Investments for five years, along with other roles in finance and conservation. Fisher Investments provides discretionary portfolio management to a global clientele, including institutional and high-net-worth clients. The firm employs a centralized investment process combining quantitative and qualitative research to manage equity, fixed-income, and blended portfolios, with a focus on risk management and tax efficiency.

John Blake is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he worked for ten years at Providence. 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 globally diversified portfolios and manages risk through various defensive tactics and tax-aware strategies.

Jade Hemiller is a financial advisor at Fisher Investments with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Ameriprise and U.S. Bancorp Investments. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative research, tax-aware processes, and defensive tactics to manage risk and portfolio positioning.

Blake Chisholm is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Riddle & Bloom, Aptive Environmental, and Oregon State University. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research to construct diversified portfolios across equity, fixed-income, and blended mandates.

Spencer Belnap is a CFP®-designated financial advisor with four years of industry experience. He is currently with Fisher Investments and previously held roles at T. Rowe Price, Cetera Advisors, Millennium Financial Group, and Northwestern Mutual. 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 using a centralized investment process that incorporates quantitative screening and qualitative research.

Gregory Hardin is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Shelter Insurance, Investment Centers of America, and CUNA Brokerage Services. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and employs tax-aware strategies and risk management techniques.