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.

Braden Feigl is a financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Rotational Efficiency Development and Rotational Athlete Solutions and spent five years with the Oakland 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 employs a centralized, committee-driven investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Carter Fricano is a financial advisor at Fisher Investments with a Series 65 designation. He has experience working at multiple firms across various industries since 2016, joining Fisher Investments in 2026. 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 to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Jonathan Morris is a financial advisor at Fisher Investments in Plano, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments from 2012 to 2019 before joining Fisher in 2019. 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, offering tax-aware strategies and risk management techniques to a diverse client base.

Leonard Anshelevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. from 2010 to 2017. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Canova is a CFA® charterholder with one year of industry experience. He is currently with Fisher Investments and previously worked at Axioma, Inc. for 17 years. 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 using a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios, with tax-aware and risk-management strategies.

Kirbi Stellano is a financial advisor at Merrill in Allen, TX, holding a Series 66 credential with eight years of industry experience. She has worked at both Merrill and Bank of America since 2008. Stellano serves as a successor trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations, supported by internal and third-party portfolio management teams.

Steven Veydt is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Chartwell TSC Securities, TriState Capital Bank, and United Planners Financial Services of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Armando Flores is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2022. Outside of his advisory role, he is involved in Amazon Flex, delivering packages. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Elizabeth Cooke is a Series 66-licensed financial advisor with Merrill in Frisco, TX, and has 18 years of experience with the firm. She has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Martinez is a financial advisor with Vanguard Advisers, holding a Series 66 license and two years of industry experience. His work history includes roles at various Vanguard entities since 2023, along with prior experience at Sherwin Williams and Texas Tech University. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios largely composed of Vanguard funds and ETFs.

Ryan Hague is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. 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 across equity, fixed-income, and blended mandates, utilizing a centralized Investment Policy Committee that employs quantitative screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

Garrett Mooney is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, Texas. He has one year of industry experience, including prior roles at CX Institutional and American National Bank & Trust. Fisher Investments serves a diverse global clientele 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 globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Thomas Lavine is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2025, he worked at Anheuser-Busch for three years and held roles at Advantage Solutions, Merry Edwards, and California Polytechnic State University, San Luis Obispo. 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 led by a five-member committee and provides a range of services including sub-advisory and retirement plan management.

Logan Goodwin is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles across different industries, including insurance services and fitness. 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 combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Lucas Warner is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His background includes roles at the Camas School District and studies at the University of Arizona. Fisher Investments serves a diverse global client base of institutional and private investors, providing discretionary portfolio management across various asset classes using centralized investment decisions and a range of risk management techniques.

Milan Grbic is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and totaling three years of industry experience. His prior roles include positions at Fidelity Investments and Keller Williams. The firm serves a global mix of institutional and private clients by providing discretionary portfolio management and sub-advisory services, utilizing a centralized investment approach combined with tax-aware processes and risk management strategies.