Chad Baker is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Fisher Investments in 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 employs a centralized investment approach using both quantitative and qualitative methods and provides tax-aware strategies along with risk management techniques.

Andrew Wilson is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked in commercial real estate and hospitality management. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 integrated advisory and brokerage services with a combination of non-discretionary and discretionary investment options.

Craig Koller is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2006. Outside of his advisory role, he operates a photography business, Craig T. Koller Photography, where he is the owner and photographer, selling his work online and at open-air markets. Fisher Investments serves a global client base including institutional and high-net-worth investors, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that incorporates quantitative and qualitative analysis to construct diversified portfolios and manages risk using various tactical strategies.

Jennifer Torres is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016. 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Steven Wilder is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. 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 and a centralized operational structure.

Oliper Nherera is a financial advisor at Fidelity with Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, he worked at Albertson and served as a children’s services social worker for UK local authorities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Timothy Melnychuk is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his financial services role, he was employed in various positions including at Autospa 360 and Chipotle Grill. 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 approach through its Investment Policy Committee and provides tax-aware portfolio management along with sub-advisory and retirement plan services.

Charles Vreeland is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Fisher Investments, he worked at Northwestern Mutual and J.P. Morgan, and he is involved in the wine industry through Ferris & Fletch Wine Company. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach with a combination of quantitative and qualitative analysis and provides services including sub-advisory and retirement plan management.

Erum Yasin is a financial advisor with Merrill in Dallas, TX, holding a Series 66 designation and five years of industry experience. She has been affiliated with both Merrill and Bank of America N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Kandler is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience including multiple tenures at Fisher Investments and prior roles at Dish Network and academic institutions such as the University of Colorado and the University of Florida. Fisher Investments serves a diverse client base of institutional and private investors worldwide, providing discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative analysis. The firm offers a range of services including sub-advisory, retirement plan management, and implements tax-aware strategies to manage risk and portfolio positioning.

Michael Cannone is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Fisher Investments since 2002. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios and offers sub-advisory and retirement plan services.

Derek Jones is a CFP® and ChFC® credentialed advisor with five years of industry experience. He is currently with Fisher Investments and previously worked at Northwestern Mutual in various roles from 2020 to 2023. Outside of financial advising, he operates DMJ Enterprises LLC, a craftsman business. Fisher Investments provides discretionary portfolio management to a global client base that includes institutions and high-net-worth individuals, employing a centralized investment process that integrates quantitative and qualitative research with tax-aware strategies and risk management techniques.

Arth Devani is a financial advisor at Fisher Investments based in Plano, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Fisher Investments, he worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Fisher Investments serves institutional and private clients worldwide, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates, using a centralized investment process that combines quantitative and qualitative research.

Braden Blackford is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Jakers Bar & Grill from 2015 to 2018. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with investment decisions centralized through a five-member Investment Policy Committee that employs quantitative and qualitative approaches to portfolio construction.

Christa Miller is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Sergio Jaramillo and Sager Koheel, Equitable Advisors LLC, Prosperity Bank, and Ross Stores. Outside of her advisory role, she serves as a trustee of the Miller Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Diane Ly is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previous work experience at The University of Texas at Dallas, Bank of America, and The Walt Disney Company. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Zachary Rubio is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Costco Wholesale and Texas A&M Agrilife, as well as experience in education and hospitality. He is based in Westlake, TX. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and comprehensive due diligence.

Adam Replogle is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Prior to that, he was employed by the National Collegiate Athletic Association and Indiana University. 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, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware processes and risk management tactics in its portfolio construction.

Aiden Murphy is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation. He began his career in the financial services industry in 2025, with prior experience at MassMutual Life Insurance Company, MML Investors Services, LLC, and Ideal Impact Inc. He also spent time working with Pine Cove Camps before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and technology-driven portfolio management tools.

Kylie Riveron is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fisher Investments, she worked at Brighthouse Financial and held roles in various other companies, including Seaport Pier and Pine Run Retirement Community. 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 and offers tax-aware processes alongside defensive risk management tactics.