John Potts is a financial advisor at OSAIC with 49 years of industry experience. He holds the CFP® and Series 63 designations and has worked previously at SagePoint Financial and Signature Planning Inc, where he serves as president. Signature Planning Inc operates as a tax entity and covers some of his business expenses. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a broad network of advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Keenan Wolf is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation. He joined Fisher Investments in 2026 and has prior experience in various roles at companies including Juristat, Smartsheet, and Zoominfo. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

Rameez Shad is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Sprint. Outside of his advisory role, he is the owner and content creator of Daily Driven, a vlog about daily driving. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Kevin Braun is a financial advisor at Fisher Investments with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments, Ryan Edlefsen, Northwestern Mutual Investment Services LLC, and Travelers. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that employs quantitative and qualitative research to construct diversified portfolios and incorporates tax-aware and risk management strategies.

Tara Rog is a Series 65 licensed financial advisor at Fisher Investments with 14 years of industry experience. She has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and offers sub-advisory and retirement plan services to its diverse client base.

Joseph Dipiazza is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at GuideWell Pro Unlimited Inc and Mercer Global Advisors Inc. 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. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Cathy Grimes is a financial advisor with Ameriprise in The Colony, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 1998. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Jack Englehart is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Eversource Energy and Classic Hotels of Connecticut, and was also affiliated with Central CT State University. 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 employs a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware and risk management strategies.

Justin Elsbury is a CFP® with eight years of industry experience, currently advising at Fisher Investments. His prior work includes roles at Pinnacle Wealth Advisors and Fidelity Investments. 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 process combining quantitative and qualitative research, and it manages risk using various strategies including derivatives and tax-aware techniques.

Ellen Clausen is a financial advisor at Fisher Investments with one year of industry experience. She holds the Series 65 designation and has previously served on the Phenix City and Troup County Boards of Education, as well as worked with the University of Georgia Extension Services. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment process that incorporates both quantitative and qualitative research. The firm manages diverse portfolios for pension plans, foundations, and high-net-worth individuals, among others, and offers sub-advisory and retirement plan services.

Joshua Hooper is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He joined Fisher Investments in 2023 following eight years as a full-time student and a brief period of unemployment. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee that integrates quantitative screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Quinn Anderson is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has one year of industry experience. Prior to joining Fisher Investments in 2021, Anderson worked at Harlow Wealth Management and held various roles at Mint Valley Golf Course and the University of Portland. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research. The firm provides services to pension plans, foundations, high-net-worth individuals, and manages separate accounts, pooled vehicles, and retirement plans.

Jared Messer is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Morgan Stanley and E*TRADE, as well as Fidelity Brokerage Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage diversified portfolios with various risk management techniques.

Christopher Ball is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior work includes roles at Indiana University, The People's State Bank, and the Indiana Department of Transportation. 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 combining quantitative and qualitative research to construct diversified portfolios and integrates tax-aware strategies and defensive tactics to manage risk.

David Wright is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2007. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. 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.

Aaron Becker is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, third-party asset management, and a variety of brokerage and insurance products through its integrated advisory and brokerage platform.

Ricardo Jimenez Monge is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked for nine years at McKinsey & Co. 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. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios.

John Borzone is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Edward Jones. 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 process combining quantitative and qualitative research and manages tax-aware, globally diversified portfolios with risk management strategies.

Antonio Zambrano is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments and Fidelity, along with his ongoing employment with Vanguard and related entities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to construct personalized portfolios largely from Vanguard funds and ETFs.

Quin Vernon Cole is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Fisher Investments, he served in the United States Air Force from 2021 to 2025 and has held positions across various industries including manufacturing and technology. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, and provides a range of services including sub-advisory and retirement plan management.