Wade Checketts is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Fidelity Investments, TD Ameritrade, and Vineyard Financial. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across various asset classes with a centralized investment process that incorporates quantitative and qualitative research.

Adam Danner is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2017, following three years with Nationwide Investment Services Corporation. Fisher Investments serves a 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 screening, qualitative research, and tax-aware strategies to manage diversified portfolios across multiple asset classes.

Cayla Hill 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 the University of South Florida, Enterprise Mobility, Kona Grill, Legacy Golf Club, Jumpinfun Inflata, and Lakewood Ranch High School. Fisher Investments serves a 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 to construct diversified portfolios across multiple asset classes.

Jonathan Freeman is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Fisher Investments in 2024, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2024, as well as Prewitt CPA from 2019 to 2022. Fisher Investments provides discretionary portfolio management for a global client base that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.

Jonathan Gab is a financial advisor with Fisher Investments in Plano, TX, holding Series 66 and Series 65 licenses and eight years of industry experience. He previously worked at LPL Financial and Investment Centers of America before joining Fisher Investments in 2021. 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 construct globally diversified portfolios and manages risk through various tactical measures.

John Min is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. His prior work includes positions at Charles Schwab Bank, Nike, and roles in education and extended travel. Charles Schwab 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 and employs multi-asset model portfolios supported by comprehensive investment research and due diligence.

Alexander Day is a financial advisor with Charles Schwab in Plano, TX, holding the Series 66 and Series 63 designations and one year of industry experience. Prior to joining Charles Schwab, he worked at CINCaP Investment Group and Essex Management. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Moira Montgomery is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2002. Montgomery is also involved with Ark & Compass LLC, managing an advisory business outside of her primary role. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, typically serving clients with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers customized, research-driven retirement income recommendations.

Jimena Gonzalez Ancira is a financial advisor at Fisher Investments with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is based in Plano, TX. 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 employs a centralized investment approach combining quantitative and qualitative research, with tax-aware processes and risk management strategies.

Ryan Vaz is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Merrill Lynch, and TD Ameritrade. 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 methods and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Nicholas Patton is a Series 65-licensed advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at North American Senior Benefits, Metropolis, and Barton Hills Country Club. 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 screening and qualitative research to manage globally diversified portfolios and utilizes tax-aware and risk management strategies.

John Kropf is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and has prior experience at Congressional Bank, Net Jets, National Concession, Dixon Golf, Formaggio, Scioto Country Club, and Canterbury Golf Club. Fisher Investments provides discretionary portfolio management and retirement plan services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. 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.

Jordan Holloway is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Aptive Environmental, Papa Murphy’s Pizza, and was involved in parks and recreation services as well as academic roles at Washington State University. Fisher Investments provides discretionary portfolio management to a global client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Corey Vance is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes a year at Northwestern Mutual and ongoing service in the U.S. Army since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Peter Engfelt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience, including roles at Fisher Investments since 2021 and prior positions at NuOrder Technologies, Foreknow Inc, and City Storage Systems. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and manage risk.

Spencer Haag is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fisher Investments since 2017, following three years at Foresters Financial. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware strategies alongside defensive tactics to manage risk and portfolio positioning.

Brendan O'Donnell is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. He previously worked at Echo Global Logistics and attended the University of Arkansas. Fisher Investments serves a global mix 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 to construct globally diversified portfolios and offers a range of sub-advisory and retirement plan services.

Koby Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients develop personalized strategies to achieve their long-term financial goals. His approach emphasizes understanding each client’s unique perspectives and priorities to deliver tailored financial plans. Born and raised in Albuquerque, New Mexico, Koby brings local insight to his practice and is committed to serving the financial needs of individuals and families in his community. He holds a Bachelor's Degree from the University of New Mexico and earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person, his work is informed by a commitment to financial security and long-term planning for his clients.

Marlowe Campos is a financial advisor at Fisher Investments with a Series 65 credential. Campos has prior experience in the mortgage industry, having worked at Benchmark Mortgage and Change Home Mortgage. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process and tax-aware strategies to manage diversified portfolios.

Barton Jefferys is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity in 2025, he worked at Empower for three years and Prudential Financial for eleven years. Outside of his advisory work, he assists with light bookkeeping and operational support at his family’s agricultural farm in Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process integrates fundamental research and quantitative analysis to construct portfolios using systematic methodologies and long-term asset allocation benchmarks.