Carlos Jovel Quiros is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. His prior work includes roles at EY, Secure Title Latin America, and the Universidad de Costa Rica. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized Investment Policy Committee and quantitative and qualitative methods to construct diversified portfolios, with services extending to sub-advisory, retirement plans, and private-fund advisory.

Jessica Brightman is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity since 2020. Prior to her financial career, she held positions in the hospitality industry and was employed at the University of Arkansas. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures and employs distinct approaches such as use of AI in research and formal governance procedures.

Annelise Gordon is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Prior to her current role, she worked at Marriott Grand National and attended Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable involvement in registered investment companies and model portfolio delivery.

Clayton Hunter is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation. He has one year of industry experience, having joined Schwab in 2025. His prior work history includes roles at Crate and Barrel and Goosehead Insurance, as well as periods focused on full-time education. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and conducting due diligence on alternative investments.

Cameron Bleibtrey is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at OSAIC Institutions, Inc., Ballston Spa National Bank, and Northwestern Mutual in various roles. Outside of finance, he has worked as a restaurant server. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equities, 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.

G Langford is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2010 and concurrently at Bank of America, N.A. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Alusick is a financial advisor with Charles Schwab in Westlake, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab since 2022 and previously held roles at TD Ameritrade investment Management, LLC and TD Ameritrade, Inc. from 2016 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside centralized supervisory and custody arrangements.

Anthony Aden is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and several other firms. 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 decision process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Ryan Smith is a Series 65 licensed financial advisor at Fisher Investments with five years of industry experience. He previously worked at U.S. Bank for 23 years and is also active as a real estate agent with Wise Move Real Estate. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management across multiple asset classes and employing a centralized investment process that integrates quantitative and qualitative research.

Keith Rinn is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with 22 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a diverse global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, and it employs tax-aware strategies and defensive tactics to manage risk.

Dustin Bernard is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, EquityBee, Northwestern Mutual, and a one-year position with the Miami Marlins. 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 combining quantitative and qualitative research to construct diversified portfolios and provides a range of services including sub-advisory and retirement plan management.

Luke Liacone is a financial advisor at Fisher Investments with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and Park Avenue Securities. Fisher Investments serves institutional and high-net-worth clients globally, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to build diversified portfolios and employs tax-aware strategies alongside various risk management techniques.

Mc Kenzie Perdok is a financial advisor with Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fisher Investments, Perdok worked at Charles Schwab & Co., Inc. for two years and has diverse work experience including roles in automotive sales and hospitality. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies.

Tarainia Mcdaniel is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is the owner of TIS Financial LLC, a car rental business operating on ride-share platforms. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Alexander Deng is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, 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 diversified portfolios and employs tax-aware strategies and risk management techniques.

Kevin Johnson is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments manages discretionary portfolios for a global clientele that includes institutional investors and high-net-worth individuals, employing a centrally managed investment approach that integrates quantitative and qualitative research across diverse asset classes. The firm offers sub-advisory and retirement plan services and utilizes tax-aware strategies and various risk management techniques in its portfolio construction.

Gabriel Atkinson is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 17 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm’s investment approach combines quantitative screening and qualitative research through a centralized Investment Policy Committee and employs tax-aware processes alongside risk management strategies such as derivatives and tax-loss harvesting.

Vaneda Manuel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020, with prior experience at USAA Investment Management Company and various USAA financial planning and advisory roles from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio approach supported by centralized custody and operational resources.

Jose Salas is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Pennymac, Beyond Finance, AmeriSave, Nationstar, and Homeward. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services including discretionary management, fund advisory, and model portfolio delivery.

Christian Bernal is a financial advisor at Fisher Investments with one year of experience at the firm. He holds a Series 65 designation and has a background in the communications industry, having worked at Comcast Business, AT&T, T-Mobile US, Cox Communications, and Skye Communications. 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 that combines quantitative screening and qualitative research, and it provides tax-aware portfolio management with various risk management strategies.