Matthew Mccarthy is a financial advisor with Fisher Investments, holding a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments in 2021, he worked in various roles including positions at Ciccio Restaurant Group, Servpro, and The University of Tampa. 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 analysis to construct globally diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Michael Foltmer is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity, Northwestern Mutual, Avantax, Waddell & Reed, and Fairway Independent Mortgage Corporation. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios largely comprised of Vanguard funds and ETFs.

David Kettlewell is a financial advisor with Morgan Stanley in Plano, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at J.P. Morgan Securities for 10 years. Outside of his advisory roles, he was involved with the McKinney North Stars Hockey Association from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Lars Strame is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Fisher Investments since 2005 and previously spent four years at Wells Fargo Investments. Outside of his advisory role, he serves as an officer on the board of the Grateful Guitars foundation, which provides instruments to musicians. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s centralized investment approach combines quantitative and qualitative research to construct diversified portfolios and includes tax-aware strategies and risk management techniques.

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 with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC and Hudson Valley Credit Union in various roles. Outside of advising, he has experience as a self-employed insurance agent and worked in franchise operations. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that integrates quantitative and qualitative research, with tax-aware and risk management strategies.

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. His prior roles include positions at USAA Financial Advisors, USAA Investment Management Company, Medtronic Diabetes, and Tandem Diabetes Care. He is licensed as a real estate broker in Texas and operates a personal real estate business for family and close relations. Fisher Investments serves institutional and private clients worldwide, 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 tax-aware strategies and risk management techniques to diversified portfolios.

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.

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 with Fisher Investments in Plano, TX. She holds a Series 65 designation and has four years of industry experience. Prior to joining Fisher Investments in 2019, she worked at Triad Technology Group and NW Natural. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis to construct globally diversified portfolios, and it offers sub-advisory and retirement plan services.