Ryan Knowlton is a CFP® with 11 years of industry experience, currently advising at Fisher Investments since 2020. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley Private Bank, UBS Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is involved in managing rental property in Hobe Sound, Florida. Fisher Investments serves a global client base that includes institutional and high-net-worth individual investors, 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 globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Barnez Chatelain is a Series 65-licensed financial advisor with two years of industry experience, currently with Fisher Investments in Plano, TX. His prior roles include various positions at the University of Alabama and brief tenures at State Farm and Chubb. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, supported by a centralized investment process and a focus on tax-aware strategies.

Jennifer Box is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2007. J.P. Morgan Securities LLC 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Talese Evans is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Success Academy, as well as time spent at the University of Pennsylvania. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 16 years before joining Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns VFO Properties, LLC, a business involved in selecting and managing real estate investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to develop tailored strategies.

Robert Reese III is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 2021. 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 analysis to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Patrick Harris is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. 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 employs a centralized investment approach combining quantitative and qualitative research, alongside tax-aware strategies and risk management techniques.

Matthew Fichtel is a CFP® professional with 10 years of industry experience, currently advising at Fisher Investments since 2021. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, spanning a combined eight years in those roles. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process led by a committee that integrates quantitative and qualitative research, employing tax-aware strategies and risk management techniques in its portfolio construction.

Michael Stroud is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and Cetera Investment Services. Fisher Investments serves a global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Melvin Mc Neal Jr. is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Kathy Bickhaus is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a comprehensive approach to wealth management, focusing on helping high-net-worth individuals and retirees develop customized financial strategies tailored to their objectives, risk tolerance, and time horizons. Her expertise spans personal retirement planning, tax minimization, education planning, portfolio management, and specialized areas such as women and wealth and divorce transition planning. Kathy is dedicated to fostering strong client relationships and providing access to leading financial resources to help clients pursue financial security and independence. Beginning her career in financial services in 1993, Kathy joined Merrill in 2004 following experience in commercial and corporate finance. She holds a Bachelor of Business degree from Texas A&M University and an MBA in Finance and Accounting from the University of Texas at Dallas. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, along with Series 7, 63, and 65 FINRA registrations and a Group 1 Life and Health certificate. Kathy is active in the community through her involvement with organizations such as the Young Men’s Service League, National Junior Charity League, and the Denton Public School Foundation. She has served on several nonprofit boards, including the National Charity League and Women’s Financial Exchange, and is passionate about promoting financial literacy for women and youth. Residing in Lantana, Texas, Kathy enjoys spending time with her family, participating in triathlons, boating, scuba diving, and traveling.

Taylor Herring is a financial advisor at J.P. Morgan Securities with the Series 66 designation and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has been with JPMorgan Chase Bank, N.A. since 2016. Prior to his financial career, he spent three years at Sam Houston State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Dylan Delacruz is a CFP® with eight years of industry experience, currently serving at Vanguard Advisers. His prior experience includes roles at Fisher Investments and Merrill Lynch. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with customizable tax-aware and ESG options.

Kevin Castaneda is a financial advisor with Vanguard Advisers based in Plano, TX, holding a Series 66 designation and four years of industry experience. He has worked at The Vanguard Group since 2021 and is also the owner of Moncast Tax Services, LLC, where he provides tax preparation services. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, tax-aware portfolios largely composed of Vanguard funds and ETFs.

Antonio Segovia Miranda is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at several firms prior to joining Fisher Investments in 2024, including Tactik Global Marketing and Backcountry.com. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

William Cocozza is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a combination of quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Alison Fowler is a Series 65 licensed financial advisor at Fisher Investments with six years at the firm and a total of four years in the industry. She previously founded Promontory Brands, LLC, a marketing consultancy and software development business. Fisher Investments provides discretionary portfolio management to a global client base, including institutions and high-net-worth individuals, using a centralized investment process that incorporates quantitative and qualitative research alongside tax-aware and risk management strategies.

Jordan Andreola is a financial advisor with Fisher Investments who holds the ChFC® designation and Series 63 and 65 licenses, bringing 18 years of industry experience. Prior to joining Fisher Investments in 2018, he worked at Level Four Advisory Services, LPL Financial, and 1st Global Advisors. Additionally, he serves as the managing member of Digital Consultants, LLC, which provides IT consulting services focusing on internet-of-things, network design, hosting, and web3 technologies. Fisher Investments serves a global client base including institutional investors, pension plans, foundations, and high-net-worth individuals with discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to build diversified portfolios and uses tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

William Haugh is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fisher Investments since 2007. 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 screening, qualitative research, and tax-aware strategies to construct globally diversified portfolios.

Andrew Bean is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, KeyBank, and JPMorgan Chase Bank. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.