Jonathan Gab is a financial advisor at Fisher Investments with Series 65 and Series 66 credentials and eight years of industry experience. He previously worked at LPL Financial and Investment Centers of America before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across diverse asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive investment research and due diligence.

Jimena Gonzalez Ancira is a financial advisor at Fisher Investments with three years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Fisher Investments, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk-management strategies.

Ryan Vaz is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and TD Ameritrade. 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 employs a centralized investment approach combining quantitative and qualitative methods and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Nicholas Patton is a Series 65-licensed advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at North American Senior Benefits, Metropolis, and Barton Hills Country Club. 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 screening and qualitative research to manage globally diversified portfolios and utilizes tax-aware and risk management strategies.

John Kropf is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and has prior experience at Congressional Bank, Net Jets, National Concession, Dixon Golf, Formaggio, Scioto Country Club, and Canterbury Golf Club. Fisher Investments provides discretionary portfolio management and retirement plan services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Jordan Holloway is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Aptive Environmental, Papa Murphy’s Pizza, and was involved in parks and recreation services as well as academic roles at Washington State University. Fisher Investments provides discretionary portfolio management to a global client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Corey Vance is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a year at Northwestern Mutual and ongoing service in the U.S. Army since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Ovshak is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Fidelity Brokerage Services, Ameriprise Financial Services, FPS Financial, and Arrow Electronics. He also spends a small portion of his time engaged in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while operating alongside extensive non-advisory financial activities.

Peter Engfelt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience, including roles at Fisher Investments since 2021 and prior positions at NuOrder Technologies, Foreknow Inc, and City Storage Systems. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and manage risk.

Spencer Haag is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with 12 years of industry experience. He worked at Foresters Financial from 2014 to 2017 before joining Fisher Investments, where he has been since 2017. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and incorporates tax-aware strategies and risk management tactics in its portfolio construction.

Brendan O'Donnell 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 Echo Global Logistics and has an academic background from The University of Arkansas. 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, 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 tax-aware strategies and defensive tactics.

Grayson Stidham is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant from 2021 to 2023 and as a Financial Representative from 2019 to 2021 within the same organization. Grayson is a Certified Financial Planner™ and holds an MBA. His areas of focus include retirement planning, investing, and estate planning considerations. Grayson works with clients to help guide them toward their financial futures. Outside of his professional work, he has interests in fitness, museums, outdoor adventures, running, and theater.

Koby Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients develop personalized strategies to achieve their long-term financial goals. His approach emphasizes understanding each client’s unique perspectives and priorities to deliver tailored financial plans. Born and raised in Albuquerque, New Mexico, Koby brings local insight to his practice and is committed to serving the financial needs of individuals and families in his community. He holds a Bachelor's Degree from the University of New Mexico and earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person, his work is informed by a commitment to financial security and long-term planning for his clients.

Marlowe Campos is a financial advisor at Fisher Investments with a Series 65 credential. Campos has prior experience in the mortgage industry, having worked at Benchmark Mortgage and Change Home Mortgage. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process and tax-aware strategies to manage diversified portfolios.

Capri Quattrocchi is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Capri was involved with several businesses including I Am Fragrance, Hotel Healdsburg, and the Julie Nation Modeling Academy. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm uses 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.

Barton Jefferys is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Prudential Financial, Empower, and an earlier tenure at Fidelity. Outside of his advisory work, he assists with light bookkeeping and farm operations at the Jefferys Family Farm in Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Causen Shafer is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Charles Schwab, Shafer held various roles including a position at Frost Bank and worked outside the financial sector in food delivery and other services. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 broad range of integrated brokerage, custody, and cash management services.

Joshua Sulak is a Planning Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual needs, aiming to help them feel confident in their financial decisions. Joshua has experience in various roles at Fidelity Investments, including Director Retirement Planner from 2023 to 2025, Retirement Planner from 2022 to 2023, Retirement Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. He holds insurance licenses in Arkansas and California. Outside of his professional work, Joshua enjoys board games, cooking and baking, family activities, exploring food as a foodie, football, and parenthood.

Joshua Schmidt is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has held prior roles at CTD Strategic, Asurion, and Puribag Water, among others. In addition to his advisory work, he is employed part-time in retail warehousing fulfillment outside the securities industry. Fisher Investments serves a global client base including institutional and high-net-worth individuals, 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 tax-aware strategies and risk management techniques.