Garrett Hoy is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and Dutch Bros Coffee. Fisher Investments serves both institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process incorporating quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Sophia Mackey is a financial advisor at Edelman Financial Engines with 26 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines from 1998 to 2024 before joining Edelman Financial Engines. Outside of her advisory role, she co-owns an investment business with her husband focused on managing personal and family retirement and college savings. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large client base through advisor-led and online offerings, and operates a range of discretionary and non-discretionary programs.

Jared Kahn is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Outside of his advisory role, he is an investor in a watch making and repair business. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process and employs tax-aware strategies and risk management techniques.

Austin Azurdia is a financial advisor at Fisher Investments with a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at Enterprise and the University of Alaska. 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 to manage globally diversified portfolios and offers sub-advisory and retirement plan services.

Brian Jennings is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Prime Meridian Bank from 2015 to 2022. 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 in a centralized investment process and offers sub-advisory and retirement plan services to a diverse client base.

Paul Graham is a financial advisor at Fisher Investments with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc., Sedona Taphouse, Charlestown Landscaping, and Longview Property Group. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes centralized investment decisions combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.

David Lippincott is a financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2020, he worked at Northwestern Mutual in various capacities from 2017 to 2020 and also has experience in small business consulting. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management through a centrally managed investment process that combines quantitative and qualitative research to construct diversified portfolios.

Tyrell Peterson is a financial advisor at Fisher Investments with 16 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2018, following six years at Fidelity Investments. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kirk Greer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1996. He specializes in asset management and the customization of wealth and retirement planning strategies. Kirk has also contributed to the firm by managing the training program for new advisors in the Plano office and serving as the Legacy Park Office Sales Manager from 2007 to 2010. Kirk holds a Bachelor's degree in Economics from Southwestern University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Outside of his professional role, Kirk coaches sports teams and leads campouts, having coached his three daughters’ sports teams for a total of 25 seasons and led more than a dozen YMCA Adventure Guide campouts. He is involved in his community through Cottonwood Creek Church and Emily's Place. Kirk enjoys hiking, fishing, boating, camping, golfing, football, reading, skiing, table tennis, and spending time with his wife, April, and their family.

Rima Alobaidi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Ameris Bank, and Wells Fargo Bank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by select Wealth Advisors, including Rima, with clients retaining final decision-making authority.

Ariana Iglesias is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Maximus Testa is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX. He joined Fisher Investments in 2025 and has prior experience in education and hospitality. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes using a centralized investment process. The firm provides sub-advisory and retirement plan services and employs tax-aware and risk management strategies in its portfolios.

Sheymar Lausell is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and Fransglobal Corp., alongside experience at a law firm and a retail business. Lausell is currently based in Roanoke, TX. Charles Schwab serves a large client base primarily composed of 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’s investment approach combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Jason White is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Brittany Jacobson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Her prior roles include positions at Financial Investment Team, Lewis & Harrison CPA, Peak Brokerage Services, LLC, and several other firms. Fisher Investments provides discretionary portfolio management and advisory services to a global client base of institutional and private clients, employing a centralized investment process that integrates quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Alex Nohra is a Series 65 licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he worked at Trade Wraps and Shell. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment approach that integrates quantitative and qualitative research.

Benjamin Thistlethwaite is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with 14 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 and high-net-worth individuals, providing discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research. The firm offers a range of services including sub-advisory and retirement plan management, utilizing tax-aware strategies and defensive tactics to manage risk.

Quinn Abraham is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Quinn worked at Chamberlin + Associates, Wyndham Destinations, and Tierra Antigua Realty. 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, using a centralized Investment Policy Committee that employs quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Allie Amerson is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, she held roles at TRUE Private Wealth Advisors and the Pollard Family. Outside of her advisory work, she coaches an 8th grade girls’ soccer team for the Chehalem Valley Soccer Club. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and manages various institutional and high-net-worth mandates.

Yousef Bayomy is a financial advisor at Fisher Investments with five years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2016. 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 screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management tactics.