Ellen Clausen is a financial advisor at Fisher Investments with one year of industry experience. She holds the Series 65 designation and has previously served on the Phenix City and Troup County Boards of Education, as well as worked with the University of Georgia Extension Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages diverse portfolios for pension plans, foundations, and high-net-worth individuals, among others, and offers sub-advisory and retirement plan services.

Joshua Hooper is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He joined Fisher Investments in 2023 following eight years as a full-time student and a brief period of unemployment. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee that integrates quantitative screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Her prior work includes roles at Hal Mumme Football Inc. and Reno Reds Frontier Cooking. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Quinn Anderson is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has one year of industry experience. Prior to joining Fisher Investments in 2021, Anderson worked at Harlow Wealth Management and held various roles at Mint Valley Golf Course and the University of Portland. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research. The firm provides services to pension plans, foundations, high-net-worth individuals, and manages separate accounts, pooled vehicles, and retirement plans.

Tahesin Somji is a financial advisor at Morgan Stanley in Southlake, TX, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 15-year tenure at Merrill and 13 years at Bank of America, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

Jared Messer is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Morgan Stanley and E*TRADE, as well as Fidelity Brokerage Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage diversified portfolios with various risk management techniques.

Christopher Ball is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior work includes roles at Indiana University, The People's State Bank, and the Indiana Department of Transportation. 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 integrates tax-aware strategies and defensive tactics to manage risk.

David Wright is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2007. 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 various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Ricardo Jimenez Monge is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at McKinsey & Co. for nine years and held a position at Sykes Enterprises. 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 employs a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and offers a variety of services including sub-advisory and retirement plan management.

Tatiana Fried is a financial advisor with Morgan Stanley in Southlake, TX. She holds Series 63 and Series 65 designations and has four years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Johnson and Johnson, Comcast, and Drexel University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.

John Borzone is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Edward Jones. 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 and manages tax-aware, globally diversified portfolios with risk management strategies.

Quin Vernon Cole is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Fisher Investments, he served in the United States Air Force from 2021 to 2025 and has held positions across various industries including manufacturing and technology. 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 research, and provides a range of services including sub-advisory and retirement plan management.

Brandon Danowski is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. His prior work includes roles at SVN, Captain Curt's, Real People Realty, Pescadero, Domino's, and Dano Luxury Homes. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates with a centralized investment process that incorporates quantitative and qualitative research.

Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process blending quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and various defensive tactics.

Kevin Goyert is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2012. 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 led by a five-member committee and incorporates tax-aware strategies and risk management techniques.

Demaya Womack is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. She has previously worked at Fidelity Investments, TIAA, and other financial firms. Outside of her advisory role, she provides caregiving services for a patient with dementia. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and centralized operational support.

Juan Ramos is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, along with involvement in Perfect Choice Transportation LLC. Outside of his advisory work, he provides caregiving support to his elderly mother. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to discretionary managed accounts and alternative investment options.

Carlos Cevallos Malta is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. Carlos has held various roles at Charles Schwab and Charles Schwab Bank since 2021. He also has experience outside finance, including work with the YMCA of Centre County and involvement in auction and legal support roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and managed account services. The firm’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.