Terra Moriarty is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where she has worked since 2010. She has 13 years of industry experience. 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Mackenzie Patla is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. Before joining Fisher Investments in 2025, Patla worked at the University of Florida and Perkiomen Valley School District. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management through a centralized investment committee that uses both quantitative and qualitative methods to create diversified portfolios. The firm also offers sub-advisory and retirement plan services and manages a variety of investment vehicles, including separate accounts and collective funds.

Luke Bradley is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with two years of industry experience. He has been with Fisher Investments since 2015 across various roles within the firm. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Philip Kendall is a financial advisor with Charles Schwab in Westlake, TX, holding CFP®, Series 63, and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Kendall serves on the boards of the Dallas Fort Worth CFA Society and the Mosshaven Elementary Dad's Club. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab offers a mix of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Sarah Beauchamp is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. She has been with Fisher Investments since 2019 and previously worked at Triad Technology Group and NW Natural. 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 process that combines quantitative screening and qualitative research to construct globally diversified portfolios.

Jake Hughes is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 10 years of industry experience and has been with Fisher Investments since 2014. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Jeffrey Trapp is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2000 and Quasar Distributors, LLC since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using centralized investment decisions that combine quantitative and qualitative research, employing tax-aware processes and risk management tactics.

James Chandler is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory role, he is co-owner of Tejas2036, LLC, a real estate venture he founded with his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kirsten Sedino is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she was involved in the restaurant industry as an officer responsible for marketing at Meat U Anywhere Management LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and consulting for retail and institutional investors.

Vincent Bowery is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations. His background includes service in the United States Navy from 2013 to 2017 and roles at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs proprietary research combined with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies.

Ry Cardeilhac is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AllianceBernstein Investment, Inc., Raymond James Financial, and served in the United States Marine Corps. 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 employs tax-aware strategies and risk management techniques.

Casey Nace is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at TD Ameritrade and Chase Bank. 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 models with access to discretionary separately managed accounts and incorporates a formal alternative-investment onboarding process.

Omair Beg Chaghtai is a Series 65 licensed advisor at Fisher Investments with experience beginning in 2025. His previous roles include positions at UIF Corporation and Globe Life Liberty National Division: The Poe Agencies, as well as 13 years at BMA Capital Management Limited. He is a partner in a Texas-registered LLC that was formed to acquire and operate a coffee shop franchise but has no current operations. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios.

Colby Neal-Tan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He joined Fidelity in 2017, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, he worked as a Servicing Advisor at Orange Capital Management, Inc. from 2015 to 2017. Colby's professional focus is on helping clients create and execute financial plans tailored to their individual needs and family goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice and services.

Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jonathan Brown is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he spent six years at FIDELITY Personal and Workplace Advisors. Fisher Investments provides discretionary portfolio management to a diverse global client base, including institutional and high-net-worth investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Cole Merrick is a financial advisor at Fisher Investments with a Series 65 credential and six years of experience at the firm. His prior work history includes positions at UCSB and Bank of the West. 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 combining quantitative screening and qualitative research to manage globally diversified portfolios, including tax-aware processes and risk management techniques.

Cameron Toal Philipsen is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. 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 that combines quantitative and qualitative research to construct globally diversified portfolios.

David Davenport is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 credentials with 12 years of industry experience. He previously worked at First Command Advisory Services and First Command Insurance Services from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients with discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware processes and defensive strategies to manage risk and positioning.

Anthony Niehaus is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes a decade at Nationstar Mortgage LLC and a year with Garland Independent School District. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.