Lars Strame is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2005. Outside of his advisory role, he is an officer on the board of Grateful Guitars, a foundation that provides musical instruments to musicians, where he assists with fundraising and event support. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management through a centralized investment policy committee that blends quantitative and qualitative analysis to create diversified portfolios.

Adam Klick is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018, following five years at Sii. Outside of his advisory role, Klick owns The Adventure Index, a business that posts videos on travel and outdoor recreation to encourage exploration. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Thomas Hoover Jr. is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Synchrony, The Event Group, and engaged in entrepreneurial activities with Act Now Landscaping. 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 various asset classes. The firm employs centralized investment decisions through an Investment Policy Committee, uses tax-aware processes, and offers sub-advisory and retirement plan services.

Mark Delas is a financial advisor at Fisher Investments with a Series 65 designation and over five years of diverse industry experience, including roles outside of finance such as at North High Brewing Company. He joined Fisher Investments in 2026 after working at Kestra Investment Services and several other organizations. 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 managed by a five-member Investment Policy Committee and offers a range of services including sub-advisory and retirement plan management.

Noah Eberhart is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial LLC and Hudson Valley Credit Union. Fisher Investments provides discretionary portfolio management and investment services to institutional and private clients worldwide, utilizing a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Jason Roh is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with MML Investors Services, LLC since 2024 and also has a background at MassMutual Life Insurance Company starting in 2023. Outside of his advisory role, he has been involved with Shogun In Greenville, Inc. since 2012. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Blake Cherrington is a financial advisor at Fisher Investments with a Series 65 designation. He joined the firm in 2024 and has prior experience in education roles at the University of Florida, Holy Innocents Episcopal School, and Flower Mound High School. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across a range of asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.

Peter Campbell is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Fisher Investments since 2008. 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 overseen by a committee, utilizing quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware strategies and defensive tactics to manage risk.

Andrew Phillips is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Plano, TX, and has 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the sole owner of 207 North Tennessee St LLC, a commercial property investment in McKinney, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Brad Van Alstyne is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Tandem Diabetes Care, Medtronic Diabetes, and USAA Investment Management Company. Outside of his advisory work, he is a licensed real estate broker in Texas and operates a personal real estate business. 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 through a centralized investment committee to construct diversified portfolios and employs tax-aware and risk management strategies.

Sacha Modica is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Modica held roles at Zimmer Biomet, Treace Medical Concepts, Inc., and One Beat Medical. Outside of finance, Modica was involved with JC Fit Tennis Academy from 2021 to 2023. Fisher Investments serves a global client base that includes institutional and private investors, offering 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 alongside risk management techniques.

Kevin Ockwood is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Jersey Mikes, and Apple Spice. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Parks is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Neuberger Berman and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Elijah Murray is a CFP® professional with six years of industry experience, currently advising clients at Osaic Wealth, Inc. He previously worked at Royal Alliance Associates, Inc. and Eagle Wealth Solutions. In addition to his advisory work, he holds an independent life insurance agent position as part of his financial planning process. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Lucas Lawson is a financial advisor with Osaic Wealth, Inc. based in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 13 years before joining Osaic in 2018. Lawson is also a founding partner of NFOCUS Financial Partners, a registered investment-related business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

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.

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.