Nicholas Heath is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and three years of industry experience. He previously worked at PE Solar, Skips Western Outfitters, and PWC, LLC. Outside of finance, Heath is the founder and CEO of Medusa Filtration Systems LLC, a wastewater filtration research startup. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques in its portfolio management.

Paulinda Lee is a financial advisor at Fisher Investments with eight years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2016, with a two-year break serving as a homemaker. 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 centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, incorporating tax-aware strategies and risk management techniques.

Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.

Chad Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 2019. 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 approach using both quantitative and qualitative methods and provides tax-aware strategies along with risk management techniques.

Andrew Wilson is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked in commercial real estate and hospitality management. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers integrated advisory and brokerage services with a combination of non-discretionary and discretionary investment options.

Craig Koller is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2006. Outside of his advisory role, he operates a photography business, Craig T. Koller Photography, where he is the owner and photographer, selling his work online and at open-air markets. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and manages risk using various tactical strategies.

Jennifer Torres is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jennifer Hansard is a financial advisor with RBC Capital Markets based in Frisco, TX. She holds a Series 66 designation and has seven years of industry experience. Prior to joining RBC in 2025, she worked at Sanctuary Advisors, Sanctuary Securities, Merrill, and Lee Transervices. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and employing strategies tailored to each client’s risk profile.

Omar Tovar is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Vanguard Advisers and has previously worked at Charles Schwab and USAA in various financial planning and investment management roles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm’s scale and digital delivery model support a high client-to-advisor ratio, serving hundreds of thousands of client relationships.

Steven Wilder is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. 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 separately managed accounts and a centralized operational structure.

Oliper Nherera is a financial advisor at Fidelity with Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children’s services social worker for UK local authorities. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Ethan Dawson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and operated a mobile detailing business. J.P. Morgan Securities 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 an ESG eligibility framework.

Sidharath Sakhuja is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America N.A. and Dilko English. Outside of his advisory role, he is a co-owner of several rental properties in Michigan and Illinois. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Fisher Investments, he worked at Northwestern Mutual and J.P. Morgan, and he is involved in the wine industry through Ferris & Fletch Wine Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach with a combination of quantitative and qualitative analysis and provides services including sub-advisory and retirement plan management.

Michael Kandler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience including multiple tenures at Fisher Investments and prior roles at Dish Network and academic institutions such as the University of Colorado and the University of Florida. Fisher Investments serves a diverse client base of institutional and private investors worldwide, providing discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative analysis. The firm offers a range of services including sub-advisory, retirement plan management, and implements tax-aware strategies to manage risk and portfolio positioning.

Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Harrison Pope is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He joined Edward Jones in 2025 after prior roles in various industries including Actalent and Telus International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Arth Devani is a financial advisor at Fisher Investments based in Plano, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Fisher Investments, he worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates, using a centralized investment process that combines quantitative and qualitative research.