Sean Kautz is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Billion Automotive, Rumour Restaurant, The Ranch Club, and Northern Hotel. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research with centralized portfolio management to construct diversified portfolios and employs tax-aware and risk management strategies.

Matt Eayrs is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He joined Fisher Investments in 2026 and has prior work experience at firms including Allstate and National General Insurance. Fisher Investments serves a diverse clientele of institutional and high-net-worth private clients, offering discretionary portfolio management and sub-advisory services. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Amanda Anderson is a financial advisor at Fisher Investments with 13 years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2007. Outside of her advisory role, she is the creator of a food and cooking blog called An Immovable Feast. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers a range of services including sub-advisory, retirement plan management, and taxable account strategies.

Richard Michel is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Capitalize Inc, Robinhood Markets, and Fidelity. 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 employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tactical strategies, including tax-aware techniques and risk management tools.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Meintel is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. His prior work history includes roles at Auto Dealer University, International Data Corporation, Uber Technologies, DHL Express, Barton Associates, and Chewy. Fisher Investments serves a global client base comprising institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment approach that integrates quantitative and qualitative research to build diversified portfolios and offers discretionary portfolio management, sub-advisory, and retirement plan services.

Thomas Fitzgerald is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at TIAA-CREF, Tiaa, and TD Ameritrade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across various asset classes through a centralized investment process.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Frank Conner IV is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Cetera Advisors LLC and Northwestern Mutual in various capacities between 2022 and 2026. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm utilizes a centralized investment policy committee combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies in its approach.

Gregory Childress is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2020, following seven years at USAA Financial Planning Services and associated entities. 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 provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Charlie Brothersen is a Series 65 licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018, following prior roles at Little Big Burger, Webster Global Site Selection Services, the City of Logan, and Lewis & Clark College. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process that uses quantitative and qualitative research to build globally diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Richard Oakley is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2021 and previously worked at Legacy Wealth Management. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research.

Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at Automatic Data Processing, Inc. Outside of his advisory work, no additional business activities are noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Matthew Weiss is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fisher Investments and has held prior roles at UBS, Morgan Stanley, Guaranteed Rate, E*TRADE, CoastHills Credit Union, and Bank of America. 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 and qualitative research to construct diversified portfolios and manages risk through various tactical and tax-aware strategies.

Ashley Lonstad is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. She has 10 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research. The firm is notable for its tax-aware strategies and extensive sub-advisory relationships across multiple investment vehicles.

Ella Rose Budd is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has eight years of industry experience, including two years at Cinetopia before joining Fisher Investments in 2018. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware and risk management strategies to construct globally diversified portfolios.

Bradden Schmidt is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Shogun Bowl. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across equities, fixed income, and blended strategies. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware and risk management techniques in constructing diversified portfolios.

Sarah Voegelin is a financial advisor at Fisher Investments with nine years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates quantitative and qualitative analysis to construct globally diversified portfolios.

Adam Wiener is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Wells Capital Management from 2014 to 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct diversified portfolios, offering tax-aware and risk management strategies.