Isaac Noles is a financial advisor at Fisher Investments with six years of industry experience. He has held his current position since 2017 and previously worked at Pacific Lutheran University from 2015 to 2017. Isaac holds a Series 65 designation and is based in Plano, Texas. 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 centralizes investment decisions through a committee that uses quantitative and qualitative methods to manage diversified portfolios, employing tax-aware and risk management strategies.

George Conzelman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2023, he held roles in various sectors including hospitality and maintenance. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and manages risk through various strategies including tax-aware processes and defensive tactics.

Christopher Pham is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and FIDELITY Brokerage Services LLC. Pham is based in Plano, TX and has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm leverages a centralized Investment Policy Committee and employs tax-aware strategies and various risk management techniques in its portfolio construction.

John Aleva is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at firms including Morgan Stanley and Miami University. 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 and employs tax-aware strategies and risk management techniques.

Jason Wills is a financial advisor with Merrill based in Frisco, TX. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Bank of America and Mass Mutual. Outside of finance, he was involved with Powerplay Fitness in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sharon Ellington is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Plano, TX, and has five years of industry experience. Her prior roles include positions at Wells Fargo Private Bank and Waterfall Wealth, LLC, an investment-related business she owns. She also holds law and CPA licenses in Texas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning. The firm uses Wells Fargo’s research and planning tools to develop tailored recommendations, allowing clients to choose how to implement them through various brokerage or advisory programs.

Cameron Sanborn is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. He has been associated with Fisher Investments since 2016, including prior roles from 2016 to 2017 and from 2017 to 2022, as well as his current position since 2022. Before joining Fisher Investments, he worked at Washington State University Vancouver for one year. 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 and qualitative research through a centralized investment committee to construct diversified portfolios and employs tax-aware processes alongside risk management techniques such as derivatives and tax-loss harvesting.

Ethan Aiello is a financial advisor at Fisher Investments in Plano, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Fisher Investments, he worked in various roles at establishments including The Reserve Steakhouse and Barton Hills Country Club. 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 combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Michael Hostetler is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Carecard, ESPN/MING, and ABA Success. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Patrick Hawkins is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Charles Schwab, USAA Investment Management Company, and USAA Financial Advisors. He also serves as a Captain and Logistics Officer in the US Army Reserves. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm emphasizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management tools.

Daniel Sanders IV is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He worked at PNC Investments from 2014 to 2021 before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach guided by a five-member committee and offers sub-advisory and retirement plan services, managing both separate accounts and pooled investment vehicles.

Haylie Owens is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. She has been with Fisher Investments since 2020. Prior to this, she worked at The Heathman Lodge from 2012 to 2020. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolios.

Carmela Williams is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Watch and entrepreneurial experience with 2 Home Cooks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and employing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Bryson Bianco is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Outside of his advisory work, he is the owner of Bianco Brothers Capital, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery model.

Charles Sheridan is a financial advisor at Fisher Investments in Plano, TX, with seven years of industry experience. He holds a Series 65 credential and has previously worked at Mosley Wealth Management, Inc., Mosley Insurance and Financial Services, Inc., and AE Wealth Management, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Luis Lemus is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms including Goldman Sachs & Co. LLC and Continuous Capital, LLC. Lemus is based in Frisco, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and organizations. The firm integrates internal and third-party management with varying portfolio implementations and cash management options.

Anurag Coramutla is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. He has been with Fisher Investments since 2018. His prior work includes roles at Monroe 33 Sports Center and the University of California, San Diego. 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 and utilizes tax-aware strategies and risk management techniques.

Dustin Allen is a financial advisor with Thrivent Investment Management in Allen, Texas. He holds the Series 63 and Series 66 designations and has two years of industry experience. Prior to his current role since 2023, he worked at CV Church from 2018 to 2022 and held positions at Lillard Lawn & Landscaping and Randall University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment services.

Olivia Gaines is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She has been with Fisher Investments since 2024 and has prior experience working with Black Diamond Camp, Eating Recovery Center, and The Village Roaster. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.