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 63, 65, and 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Prewitt CPA, Inland Securities Corporation, CION Securities, and Avantax Advisory Services. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with tax-aware strategies and provides services including sub-advisory and retirement plan management.

Jonathan Gab is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 66 licenses with eight years of industry experience. Prior to joining Fisher Investments in 2021, he worked at LPL Financial from 2017 to 2021 and Investment Centers of America from 2015 to 2017. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research, with a focus on tax-aware strategies and risk management.

Nicole Fry is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she works as an independent contractor driver for DoorDash. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Alexander Day is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CINCaP Investment Group and Essex Management. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Adam Carter is a CFP®-certified financial advisor with six years of industry experience, currently with Ameriprise Financial Services in Frisco, TX. His prior experience includes roles at Bank of America, Merrill, Fifth Third Securities, and Fifth Third Bank. He is also a co-owner of a family rental property in Princeton, TX. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jimena Gonzalez Ancira is a financial advisor at Fisher Investments with three years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Fisher Investments, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research to construct diversified portfolios and employs tax-aware 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.

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 licenses and has worked at Fisher Investments since 2017, following three years at Foresters Financial. Fisher Investments serves a global client base including institutional and private investors 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, with strategies that include tax-aware processes and risk management techniques.

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.

Capri Quattrocchi is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments, Capri was involved with several businesses including I Am Fragrance, Hotel Healdsburg, and the Julie Nation Modeling Academy. Fisher Investments serves institutional and private clients worldwide, 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 offers a range of services including sub-advisory and retirement plan management.

Joshua Schmidt is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has held prior roles at CTD Strategic, Asurion, and Puribag Water, among others. In addition to his advisory work, he is employed part-time in retail warehousing fulfillment outside the securities industry. Fisher Investments serves a global client base including institutional 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 and employs tax-aware strategies and risk management techniques.