Patrick Moes is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His work history includes roles at NW Food & Gifts, Linfield University, and the Boise School District. 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 decision process and offers tax-aware strategies, sub-advisory services, and manages both separate accounts and pooled investment vehicles.

Mitchell Tuffey is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2022. Prior to this, he was employed at Hope Christian Schools: Fidelis and Wisconsin Rental Center. 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 screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk.

Tiara Flores is a financial advisor with Fidelity Investments in Westlake, TX, holding Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, she was involved with Coffee Slut Guam LLC for three years and has also worked at Coast360 Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process integrating proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves a notable role in managing model portfolios and registered investment companies.

Ezekiel Green is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at DJS International Services, Inc. and G.A. Cox Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Andrew Falla is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Merrill, Bank of America, and Waddell & Reed. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset portfolios and comprehensive due diligence.

Joe Park is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating to sub-advisers and employing systematic methodologies and long-term asset allocation benchmarks.

William Barrow is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2009 to 2022 before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment options with centralized custody and operational support.

Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has 10 years of industry experience. He has worked at Fisher Investments since 2014. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and manages a variety of investment vehicles with a focus on global diversification and tax-aware strategies.

Charles Hallam is a financial advisor with Wells Fargo Clearing in Southlake, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 12 years before joining Wells Fargo in 2016. His outside activities include serving as an officer of KAH3 Enterprises, LP, a business primarily owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Miller is a financial advisor with Edward Jones in Keller, TX, holding a Series 66 designation and 13 years of industry experience. She worked at Apex Clearing Corporation from 2012 to 2017 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.

Dustin Carpenter is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021. 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 Policy Committee to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques such as derivatives and structured notes.

Domenico Ramazzini is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining Fisher Investments in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also operates an online e-commerce store focused on home decor and renovations through his personal venture, Ramazzini Holdings LLC. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Brian Garrick is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Charles Schwab since 2009 and at Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and integrated custody and brokerage services.

Anthony Bird is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity brokerage Services LLC since 2018. His background includes prior roles at Targus Associates, LLC and Mellow Mushroom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Leonardo Ramirez Alpizar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at Titan Rentals, Foundever, Amazon, and several other organizations. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware and risk management strategies.

Virginia Regan is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.