Kelsea Volland is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Fisher Investments in 2025, she worked at firms including Merrill, Bank of America, and Northwestern Mutual Wealth Management Company. Outside the financial sector, she was involved with The Tutor Hour from 2020 to 2023. Fisher Investments serves a diverse global client base, including institutional and high-net-worth investors, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages portfolios across equity, fixed-income, and blended mandates, and employs tax-aware strategies and various risk management techniques.

Daniel Greenan is a financial advisor at Fisher Investments in Plano, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach managed by an Investment Policy Committee and employs tax-aware processes alongside defensive tactics to manage risk and positioning.

Chance Beebe is a financial advisor at Fisher Investments with 17 years of industry experience. He previously worked for 10 years at Victory Capital Services, INC. Chance holds Series 63 and Series 65 licenses. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment decision process that includes quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Katherine Kuhn is a financial advisor at Fisher Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Mortgage Lenders Investment Trading Co and pursued extended travel. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes with a centralized investment approach that combines quantitative and qualitative research.

Cody Deems is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, MML Investors Services, and MassMutual Life Insurance. Outside of finance, he operates machinery for snow plowing at an airport. 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 that combines quantitative and qualitative research to construct globally diversified portfolios and manages risk through various defensive strategies.

Britney Turk is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Keaton Price is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Clayton Moore and Northwestern Mutual. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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 licenses and 14 years of industry experience. She has worked at various Fidelity entities since 2011, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, provides fund advisory, and utilizes AI-driven methods in its research.

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.

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.