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 at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments, Perdok worked for two years at Charles Schwab & Co., Inc. and has held various positions in the automotive and restaurant industries. 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 incorporates quantitative and qualitative research.

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 66 and Series 63 designations and has worked at Charles Schwab since 2020, previously serving at USAA Investment Management Company and related USAA financial planning entities. 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Dennis Klees is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Joseph Weik is a financial advisor with Fidelity in Westlake, TX, holding a Series 66 designation and four years of industry experience. He has previously worked with the Diocese of Fort Worth and Strategic Energy Products. Outside of his advisory role, Weik coaches youth baseball for the North Dallas Baseball Academy, a non-profit organization. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jamie Andujar is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Schwab, Andujar worked at Olympus Enterprises and Allstate Insurance. Outside of advising, Andujar is involved in retail sales through a small business, Sassy Frog Designs. 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 recommendations with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brooks Ralph is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Hub City Productions and Arizona Snowbowl. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery using proprietary research, quantitative analysis, and systematic methodologies.

Justin Yost is a financial advisor with Fisher Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fisher Investments since 2008. 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 approach combining quantitative and qualitative research, tax-aware processes, and risk management strategies.

Logan Mc Kinnon is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at Kelley Automotive Group and studied at Indiana University’s Kelley School of Business. 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside defensive tactics to manage risk and positioning.

Eric Alford is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has three years of industry experience. He joined Fisher Investments in 2022 after working in various roles including self-employment and positions at Utility Connect, Gig Interactive, and Journey Business Solutions. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a five-member Investment Policy Committee that employs quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.