Michael Quinn is a financial advisor with Fisher Investments based in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Stone Rose Management and Golden State Bridge Inc. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Lucille Douglas is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. Prior to joining Fisher Investments in 2018, she worked at Hilton and 24 Hour Fitness. She also has experience at the University of Puget Sound. 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 multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative analysis to construct globally diversified portfolios and employs various risk management techniques.

Alexander Ellinwood is a financial advisor at Fisher Investments in Plano, TX, with nine years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios while employing tax-aware strategies and risk management techniques.

Wendy Bustamante Delgado is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. She joined Fisher Investments in 2025 after a 12-year tenure at Intel Corporation. Outside of her advisory role, she manages a short-term rental property business as an Airbnb host in Costa Rica. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Brian Brady is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2018. He has seven years of industry experience, including five years at TARGET prior to joining Fisher Investments. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process and tax-aware strategies to manage risk and optimize portfolios.

Dustin Carpenter is a financial advisor at Fisher Investments in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies alongside risk management techniques such as derivatives and structured notes.

Domenico Ramazzini is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and six years of industry experience. Before joining Fisher Investments in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also operates an online e-commerce store focused on home decor and renovations through his personal venture, Ramazzini Holdings LLC. Fisher Investments provides discretionary portfolio management for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.

Brian Garrick is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Charles Schwab since 2009 and at Charles Schwab Bank, SSB since 2012. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and integrated custody and brokerage services.

Leonardo Ramirez Alpizar is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He joined the firm in 2026 and has prior experience working at Titan Rentals, Foundever, Amazon, and several other organizations. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and utilizes tax-aware and risk management strategies.

Virginia Regan is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. She is based in Westlake, TX. 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, offering a multi-asset investment approach supported by centralized custody and operational processes.

Raymond Chen is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Fisher Investments since 2018. Prior to that, he worked at the University of Florida from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Talia Jones is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, she held roles at Winnovart and HRfrenzy, and she studied at the University of Oregon. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach supported by quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Weinstein is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments, he worked at several firms including Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. 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 combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Ryan Knowlton is a CFP® with 11 years of industry experience, currently with Fisher Investments since 2020. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, UBS Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is involved in rental property management. Fisher Investments serves a diverse range of institutional and private clients globally, offering discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm manages various account types including separate accounts, pooled vehicles, and provides sub-advisory and retirement plan services.

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 credentials and 19 years of industry experience. She has worked with J.P. Morgan entities since 2007, including J.P. Morgan Securities and JP Morgan Chase Bank N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers access to a broad range of products through its affiliations and registrations.

Talese Evans is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and has three years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Success Academy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Paul Attaway Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2021, following a 13-year tenure at TD Ameritrade. Outside of finance, he is a photographer who conducts sessions outside normal business hours and assists with bookkeeping for a beauty salon operated by his wife. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investment program.

William Cleaver is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes over 15 years at Raymond James & Associates. Outside of his advisory work, he is the owner of VFO Properties, LLC, a business involved in selecting and managing real estate properties. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee input to model financial outcomes.

Robert Reese III is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 process combining quantitative and qualitative research, and employs tax-aware and risk management strategies to construct diversified portfolios.