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.

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.

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.

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 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.