Shane Clayton is a financial advisor at Fisher Investments with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 2011. Fisher Investments serves a diverse 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 process that integrates quantitative and qualitative analysis to construct globally diversified portfolios while utilizing tax-aware strategies and risk management techniques.

Valeria Yepez is a financial advisor at Fisher Investments with one year of industry experience. She holds a Series 65 designation and previously worked at Coral Gables Trust Company, Virtual Enterprises International, and Amerant Bank. Outside of advising, she participates in quarterly meetings with Virtual Enterprises International to discuss volunteer opportunities and student engagement initiatives. Fisher Investments serves institutional and private clients globally, offering 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 a broad range of accounts including sub-advisory and retirement plan services.

Bryce Vest is a financial advisor at Fisher Investments with a Series 65 designation. He has worked in the financial industry since 2022, including roles at Symmetry Capital Advisors LLC, Goldman Sachs, and Charles Schwab. Prior to his advisory roles, he was employed at Texas Tech and various other organizations. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach combining quantitative and qualitative research and implements tax-aware strategies and risk management techniques.

Matthew Beeber is a financial advisor at Fisher Investments in Plano, TX. He holds the Series 65 designation and has one year of industry experience. Prior to joining Fisher Investments, he worked seven years at The Cator Agency and seven years with ILWU - Vancouver Longshoring. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach utilizing quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Thomas Goodwin is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2016. 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

La Charro Hawkins is a financial advisor at Fisher Investments with six years of industry experience. Their prior roles include positions at Bank of America, Merrill, and the Chicago Transit Authority. Hawkins holds a Series 66 designation. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers services such as sub-advisory, retirement plan management, and risk management strategies.

Adam Kennedy is a Series 65-registered financial advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He has been with Fisher Investments since 2015. 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 managed by a five-member Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Arnelle Agyei Frimpong is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Fisher Investments in 2022, they worked at J.P. Morgan Securities LLC from 2019 to 2021. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process and tax-aware strategies.

Uriel Felipe Castro is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Fisher Investments in 2024, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2024. His background also includes roles in the insurance and hospitality industries. 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 a significant non-U.S. client base alongside extensive sub-advisory relationships.

William Bunn is a financial advisor at Fisher Investments with a Series 65 credential and no prior industry experience. Before joining Fisher Investments in 2025, he worked at FactSet Research Systems from 2015 to 2024. 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 guide investment decisions and employs tax-aware processes and defensive tactics to manage risk and positioning.

Jose Cuellar Jr. is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at U.S. Bancorp Advisors, J.P. Morgan Securities, and People Incorporated among other firms. Fisher Investments provides discretionary portfolio management services to a global clientele that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of sub-advisory and retirement plan services.

Steven Frater is a financial advisor at Fisher Investments with 7 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2012. 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 approach that incorporates quantitative screening, qualitative research, and tax-aware processes.

Allison Westfall is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Her prior roles include positions at Connected Dealer Services, Inclined Technologies, TriState Capital Bank, and Hefren-Tillotson, Inc. Fisher Investments manages discretionary portfolios for a diverse client base including institutional and private clients worldwide, employing a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct globally diversified portfolios. The firm offers services such as sub-advisory and retirement plan management, utilizing tax-aware strategies and various risk management techniques.

Joshua Kinker is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined Fisher Investments in 2026 and has no prior industry experience. Before entering the financial sector, he worked at Gravity IT Resources and spent eight years in full-time education. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across a range of asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Mason Vota is a financial advisor at Fisher Investments with a Series 65 credential. He has recently entered the industry and joined Fisher Investments in 2024. Outside of his advisory role, he has been involved with the Boise State Alumni and Friends Association during 2023–2025. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and applies tax-aware strategies and defensive tactics to manage risk and positioning.

Jack Mc Michael 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 at Florida Financial Advisors and has experience in fixed insurance sales. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides services including sub-advisory and retirement plan management.

Phillip Tomek is a financial advisor at Fisher Investments with 25 years of industry experience. He has been with Fisher Investments since 2004 and holds a Series 66 designation. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and offers services including sub-advisory, retirement plan management, and separate account management.

Dennis Abramov is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Masterworks. 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 process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Victor De Cabooter is a financial advisor with Fisher Investments holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Fisher Investments, he worked at The Hideout Lodge & Guest Ranch and KBC Bank N.V., among other roles. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Zachary Kari is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for eight years. Outside of finance, he worked as a consultant and independent contractor for Door Dash. 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 and uses various risk management techniques, including tax-aware strategies and defensive tactics.