Julian Gomez Segura is a financial advisor at Fisher Investments with a Series 65 designation. He has one year of industry experience and previously worked at Banco Central de Costa Rica, 3M, Amazon Costa Rica, and Colegio Europeo. 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 with a centralized investment approach that combines quantitative screening, qualitative research, and tax-aware processes.

Brandon Fox is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. Prior to joining the firm, he was employed at the University of Tampa and has experience in development and auto detailing ventures. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment approach combining quantitative and qualitative analysis, with services that include tax-aware strategies and risk management across various asset classes.

Ryan Santana is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Janney Montgomery Scott, HighTower Securities, Fidelity Investments, and Brown Brothers Harriman. Prior to his financial career, he was involved with the Nashville Jr. Predators/Total Package Hockey. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with centralized portfolio management and employs tax-aware strategies and risk management techniques.

Cole Rebman is a Series 65-licensed financial advisor at Fisher Investments with approximately one year of industry experience. His prior work includes roles at Hannas, Dosalas Restaurant, University of Arizona, and Camas Meadows Golf Club. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are guided by a centralized five-member committee employing quantitative and qualitative research to construct diversified portfolios and manage risk.

Jacob Lucia is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at Beaches YGHF, Inc., Gravy Restaurant, and Cinetopia LLC. Outside of his advisory work, he serves as an assistant coach focused on defense for youth tackle football in Clark County, Washington. 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 construct diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Denis Barinov is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fisher Investments in 2026, he held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2024 to 2026, as well as positions at General Electric Credit Union and Bord Bia - The Irish Food Board. 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 uses a centralized investment approach combining quantitative and qualitative analysis, and employs tax-aware processes and risk management techniques across its diversified portfolios.

Austin Raftery is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. He has been with Fisher Investments since 2018, following periods of full-time education and work outside the financial industry. 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 combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Murra Forbes is a financial advisor at Fisher Investments with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TIAA and TIAA-CREF for 10 years. Outside of finance, she pursues photography through her business, MFORBESPHOTOGRAPHY. 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 to build diversified portfolios and provides sub-advisory and retirement plan services.

Tyler Vorhies is a financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments, he has held roles at OYO Hotels and Banfield Pet Hospitals. Outside of his advisory work, he is involved as a sole member and managing partner in investment property businesses focused on short-term and long-term rentals. Fisher Investments serves a diverse client base of institutional and private clients globally, 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 various risk management techniques including tax-aware strategies.

Joseph Reynolds is a financial advisor at Fisher Investments with 17 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2017. Prior to that, he was employed at Bb&T Securities, LLC and Scott & Stringfellow, 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 employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jamie Winter is a financial advisor at Fisher Investments with six years of industry experience. Prior to joining Fisher in 2021, Winter worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC from 2017 to 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 offers services including sub-advisory and retirement plan management.

Christian Schick is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Scottrade, Merrill, TD Ameritrade, and Ameriprise. Outside of advising, he owns and operates Razor Sharp Plants, a tropical plant sales business in Houston, TX. 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 and manages portfolios with tax-aware strategies and risk management tools.

Mitchell Cde Baca is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and 10 years of industry experience. He 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. The firm uses a centralized investment policy committee to manage globally diversified portfolios and employs various risk management and tax-aware strategies.

Zachary Daniel is a financial advisor at Fisher Investments with a Series 65 license and four years of industry experience. Prior to joining Fisher in 2023, he worked at Digital Edge Wealth Management and has held roles in healthcare organizations and bitcoin enterprises. Fisher Investments serves a diverse global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management and sub-advisory services across various asset classes. The firm’s investment approach integrates quantitative and qualitative research through a centralized management system to construct globally diversified portfolios with risk management and tax-aware strategies.

Carrie Register is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and four years of industry experience. She has prior work experience with JPMorgan Chase Bank and J.P. Morgan Securities, where she worked for over a decade before joining Fisher Investments. 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 research to construct diversified portfolios and manages risk through various defensive tactics and tax-aware strategies.

Juan Ponce is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation. Prior to joining Fisher Investments, Juan worked at Goldman Sachs and Bank of America Merrill Lynch. 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 and qualitative research through a centralized investment committee to construct diversified portfolios and employs tax-aware processes and risk management tactics.

Michael Gillard is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has worked at Fisher Investments since 2019 and has prior experience with Morgan Stanley and various roles at Oregon State University. 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 using a centralized Investment Policy Committee that employs quantitative and qualitative research alongside tax-aware strategies and risk management techniques.

Todd Wylie is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 65 designation and previously worked in the mortgage lending industry at KBHS Home Loans LLC, Guaranteed Rate, Inc., and Stearns Lending LLC. 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 screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

John Mickeal Gerhardt is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has six years of industry experience, including three years at Greystar prior to his current role. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates while utilizing a centralized investment approach and a range of risk management techniques.

Vincent Abbatiello is a CFP® with 11 years of industry experience. He is currently with Fisher Investments and has previously worked at Charles Schwab Bank, Charles Schwab & Co., The Vanguard Group, Goldman Sachs, and The AYCO Company/Mercer Allied. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies along with defensive tactics to manage risk and enhance portfolio positioning.