Michael Gigantelli is a Series 65-registered financial advisor at Fisher Investments with seven years of industry experience. He 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. The firm uses a centralized investment process led by a five-member Investment Policy Committee and offers sub-advisory and retirement plan services while managing separate accounts, pooled vehicles, and collective funds.

Cassidy Filzen is a Series 65-credentialed financial advisor with Fisher Investments, where she has spent 10 years, including 3 years as an advisor. Based in Plano, TX, she works with a firm known for serving a diverse global client base that includes institutional and high-net-worth individuals. Fisher Investments provides discretionary portfolio management, sub-advisory services, and retirement plan solutions, utilizing a centralized investment process that combines quantitative and qualitative research to manage globally diversified portfolios.

Daniel Homan is a financial advisor at Fisher Investments, holding a Series 65 designation with 14 years of industry experience. He has been with Fisher Investments since 2006. 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 employs a centralized investment process combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Jeremy Crider is a CFA® charterholder with 10 years of industry experience. He joined Fisher Investments in 2025 and previously worked at Tampa Bay Trust Company and SunTrust Bank and its advisory affiliates from 2016 to 2024. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Tyler Theriault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. Tyler earned a bachelor's degree in personal financial planning from Texas Tech University. Tyler specializes in working with high net worth families and small business owners, managing discretionary investment portfolios and providing services in retirement planning, college education planning, family wealth management strategies, legacy planning, liquidity management, tax minimization, and portfolio management. His approach focuses on developing personalized financial plans to help clients achieve their financial objectives and build a secure future. Outside of his professional work, Tyler enjoys cooking, football, golfing, hiking, music, pickleball, running, tennis, watching movies, and spending time with his family. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor.

Robert Luten is a financial advisor with Vanguard Advisers, holding Series 63, Series 65, and Series 66 licenses and bringing nine years of industry experience. Before joining Vanguard in 2025, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, among other firms. Outside of his advisory role, he owns Luten Ventures, LLC, a business focused on sports memorabilia sales. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, offering a range of customizable portfolios built mainly from Vanguard funds and ETFs.

Fabian Lumsden is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, he was involved with ASM Sports and ASM Scholarships. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, with a global client base and specialized tactical approaches to risk and tax management.

Teri Sundberg is a financial advisor at UBS Financial Services in Plano, TX, with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill and UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of capital markets services.

Peyton York is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he is currently employed. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs, combining scale with digital delivery across a broad client base.

Jonathan Reimer is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. He has been with Fisher Investments since 2026. Prior to this, he worked at OppFi from 2019 to 2025 and has a background including experience at Girl and the Goat. 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 combining quantitative and qualitative research and integrates tax-aware strategies and risk management techniques.

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Justin Harp is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Fisher Investments since 2007. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research.

Michael Thorpe is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Time Insurance Agency, Inc. from 2015 to 2019. Outside of financial advising, Thorpe manages two businesses focused on buying and selling sports cards, games, and comics. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

Ryan Nesselroade is a financial advisor at Fisher Investments with five years of industry experience and holds a Series 65 designation. His prior work history includes roles at TrackVia and Ibotta. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a variety of advisory and sub-advisory services.

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jesse Jones is a financial advisor with Ameriprise in Princeton, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Jones is involved in casino entertainment, staffing casino tables for corporate and charity events. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Seth French is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for seven years. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Robert Mitchell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc and Morgan Stanley Private Bank. Mitchell serves as an advisory board member for Great Taste of Texas Holding Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Jacob Karas is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. His prior work includes roles outside of finance at Jerimiah's Italian Ice and Grind Gastropub and Kona Tiki Bar. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that combines quantitative and qualitative analysis to construct diversified portfolios and manages risk through various tactical methods.

Ignacio Montero Quesada is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Grandstand and academic positions at the University of Kansas and Arizona State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research methods. The firm is notable for its global diversification, tax-aware strategies, and extensive sub-advisory relationships.