Timothy Schluter is a financial advisor at Fisher Investments with 23 years of industry experience. He holds a Series 66 designation and has been with Fisher Investments since 2004. 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 and utilizes tax-aware strategies and risk management techniques.

Richard Freas is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Fisher Investments in 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 manages risk through various tactical strategies.

Oscar Minnix is a Series 65-licensed advisor at Fisher Investments with one year of industry experience. He previously worked at MAI Capital Management and held roles outside of finance, including positions at Park Place Technologies and Amazon. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios while employing tax-aware strategies and risk management techniques.

Evan Windisch is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 designations and has been with Fisher Investments for ten years, following a brief period at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2016. Outside of his advisory role, Windisch is involved in coaching high school lacrosse, serving as a goalie coach and running clinics. Fisher Investments provides discretionary portfolio management services to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research, and it offers a range of services including sub-advisory, retirement plans, and separate account management.

Jesse Frankland is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments, including Planning Consultant in 2024, Fixed Income Representative in 2023, Investment Solutions Representative from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California, supporting his work in financial consulting. Jesse is committed to understanding his clients as individuals and helping them achieve financial success and confidence in their future. Outside of his professional role, Jesse's personal interests include biking, gardening, and parenthood.

Marisol Umana Rivero is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments in 2023, she worked at Amazon from 2012 to 2020 and held positions at La Artistica. 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 policy committee, tax-aware processes, and risk management strategies to construct globally diversified portfolios.

Lauren Jacque is a Series 65 credentialed advisor at Fisher Investments with experience beginning in 2019 across various roles including mortgage and insurance services. She has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment approach that incorporates quantitative and qualitative research to construct diversified portfolios.

Cody Barnhill is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and several other companies in various capacities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Victoria Canter is a financial advisor with Wells Fargo Advisors in Coppell, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and First State Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Lawrence Li is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Brianna Goettel is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. She has been with Fisher Investments since 2021. Prior to her advisory role, she worked in various service positions including at Seal Swim School and Bonefish Grill. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies alongside risk management tactics.

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.

Miguel Aguilar is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Steven Forrer is a financial advisor at Fisher Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations 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. The firm provides discretionary portfolio management across various mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware processes and risk management strategies.

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.