Benjamin Holtsinger is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, with prior roles at VOYA Financial Advisors, Valic Financial Advisors, and Adecco Group NA. 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 through a centralized investment process that combines quantitative and qualitative research, tax-aware strategies, and risk management techniques.

David Johnston is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has previously worked at Frank Recruitment Group, HPG Group, Northwestern Mutual, and Juggernaut Nutrition, among other roles. 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 various asset classes. The firm employs a centralized investment approach with a five-member Investment Policy Committee, incorporating quantitative and qualitative research and implementing tax-aware strategies to manage risk and maximize positioning.

Caleb Smith is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments, he worked at Fortinet, Blind Salamander, Green Parrot, Texas Treeventures, and The Woodlands Township. Fisher Investments serves a global range 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, tax-aware strategies, and risk management techniques.

Conner Thompson is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation and having two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Crossmark Management Group and held roles at Louisiana Tech University and Ruston High School. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed‑income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and risk management strategies.

Jared Szczesny is a financial advisor at Fisher Investments with six years of industry experience. Prior to joining Fisher in 2022, he worked at Equitable Advisors and Axa Advisors. Outside of finance, he is co-owner of Art by Jules, LLC, a business focused on custom artwork and wedding decor rentals. 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 to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Diego Rojas is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Morgan Stanley and Edelman Financial Engines and has been with Fisher Investments since 2016. 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 process combining quantitative and qualitative analysis to construct diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Daniel Boynton is a financial advisor at Fisher Investments with Series 63 and Series 65 designations and three years of industry experience. He has previously held roles at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, Enterprise, and worked at Washington State University Vancouver. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

Judson Arrington is an advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and previously worked at Voya Financial Advisors and Thrivent Financial. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. 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 with a policy committee that integrates quantitative and qualitative research to manage globally diversified portfolios.

Abigail Small is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to her current role, she held positions at Uber EATS, the University of Colorado Boulder Leeds School of Business, FAT SHACK, and DOOR DASH. 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 that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk-management strategies.

Paige Tyson is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and 8 years of industry experience. She has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, with centralized investment decisions supported by a five-member Investment Policy Committee.

Brendan Herb is a financial advisor at Fisher Investments with a Series 65 designation and limited industry experience. Prior to joining Fisher Investments in 2025, he worked at State Farm and has been involved in youth soccer organizations, including Asheville Buncombe Youth Soccer and Storm Soccer Club. Outside of finance, he has been engaged with Juice Plus and Doordash since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and portfolio positioning.

Mariia Onipchenko is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Her prior work includes positions at Carta, New Vintage Partners, and Optifino. 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 a range of services including sub-advisory and retirement plan management.

Austin Marty is a financial advisor with Fisher Investments, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has worked at Fisher Investments since 2017 and previously at Fidelity Brokerage Services from 2014 to 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 employs a centralized Investment Policy Committee that combines quantitative and qualitative research to construct globally diversified portfolios while utilizing tax-aware processes and various risk management strategies.

Eric Faulkenberry is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he participates in product testing as an Amazon Vine Voice. Fisher Investments provides discretionary portfolio management to institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios and uses tax-aware strategies alongside defensive tactics to manage risk.

Matthew Lowry is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Fisher Investments since 2002. 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 and uses tax-aware and defensive strategies to manage risk and positioning.

Andrew Axmaker is a Series 65-licensed financial advisor at Fisher Investments with three years of industry experience. He has been with Fisher Investments since 2018 and worked at Corban University prior to that. 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.

Benjamin Perry IV is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade and Equitable Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Kanika Nevers is a Series 65-licensed financial advisor with Fisher Investments, where she has worked since 2018, accumulating eight years of industry experience. Prior to joining Fisher Investments, she held positions at Crate and Barrel, Clover Food Lab, and the College for Social Innovation. 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 strategies including tax-aware processes and defensive tactics.

Austin Belge is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Fisher Investments, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Fisher Investments serves a global client base including institutional and private clients such as 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside risk management techniques.

Andrew Pearlman is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Bankers Life Securities, Bankers Life & Casualty, and earlier work in technology and education sectors. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, 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 and retirement plan services.