Daniel Carman is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He previously worked at E*TRADE Securities and Aperture Group/OptionsHouse before joining Fisher Investments in 2024. 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 across multiple asset classes using a centralized investment committee and incorporates tax-aware strategies and risk management techniques.

Chance Hutto is an Investment Solutions Representative III at Fidelity Investments, where he supports clients in achieving their financial goals by tailoring strategies to their unique circumstances. He has progressed through several roles at Fidelity, including Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate since joining the firm in 2022. Prior to his current position, Chance gained experience as a Senior Loan Officer at New American Funding and as a Home Advisor at Mr. Cooper. He also completed an internship at Enterprise Investment and Planning in 2018. His professional background encompasses client relationship management and financial solutions. Outside of his professional career, Chance has interests in cars, food, movies, and reading.

Dustin Campbell is a financial advisor with Fidelity in Westlake, TX, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Fidelity in 2021, he worked at Sigmapro Engineering & Manufacturing LLC and JROBS Sports and Fitness / CrossFit 287. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Sam Lee is a financial advisor at Fisher Investments in Plano, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has been with Fisher Investments since 2018 and previously worked at Scottrade Inc. and Oakland City University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process, incorporating quantitative and qualitative research to construct globally diversified portfolios.

Sergio Sanchez is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Northwestern Mutual. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach with both quantitative and qualitative methods to construct globally diversified portfolios and manages risk through various tax-aware and defensive strategies.

Chase Amis is a CFP® professional with 15 years of industry experience, currently serving with Fisher Investments since 2017. Prior to that, he worked at Fidelity Investments from 2010 to 2017. He holds Series 63 and Series 66 licenses. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Drake Mulder is a financial advisor at Fisher Investments with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Raymond James Financial Services, Morgan Stanley, E*TRADE Securities, and Flagship Bank. Mulder also worked in leadership roles at Bay Area Heating & Cooling Inc. and AKT Enterprises. 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 approach combining quantitative and qualitative research and employs tax-aware and risk-management strategies.

Daniel Dipasquale is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Nylife Securities LLC and New York Life Insurance Co from 2016 to 2020. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management techniques including tax-aware strategies and defensive tactics.

Derrick Shipp is a financial advisor at Fidelity with 27 years of industry experience. He holds the CFP® and Series 63 designations. In addition to his advisory role, Shipp serves as a commissioned security officer for the Texas Tactical Response Team. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and advisory work. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Shelby Whiddon is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2020, Shelby worked at Brighton Collectibles for two years and was affiliated with the University of Florida for four years. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Eric Loughran is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2010. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to manage globally diversified portfolios and offers a range of sub-advisory and retirement plan services.

Elliot Lozano is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to joining Fisher Investments in 2024, he worked at Northwestern Mutual in various roles from 2022 to 2024 and was employed by CVS Health from 2020 to 2022. 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, providing discretionary portfolio management across multiple asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research, and it manages risk through various strategies including tax-aware processes and defensive tactics.

Sergey Smirnov is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fisher Investments since 2017. His prior experience includes roles at TIAA, Tiaa, and The Vanguard Group. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and defensive tactics to manage risk.

Gabriel Bauer is a financial advisor at Fisher Investments with a Series 65 credential and five years of industry experience. He is the founder and mixologist of Top Shelf History LLC, a business creating custom cocktails tailored to clients' tastes, history, and personality. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management and sub-advisory services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Jeffrey Elliott is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds a Series 66 designation and has worked previously at Retirement Planners of America, Fisher Investments, Bank of America, Merrill, and The Country Club of Little Rock. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Evan Suljic is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Fisher Investments, he was involved with several short-term business activities including All Hype LLC and Corvia Pay. Fisher Investments provides discretionary portfolio management to a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

Cynthia Crow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including teaching positions at the University of Texas at Arlington and Tarrant County Community College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Andrew Alsobrook is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 20 years of industry experience. His previous roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Fidelity Investments. Outside of his advisory work, he serves as a referee for North Texas Soccer. 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 and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Thomas Andrews is a financial advisor with Fidelity Investments based in Westlake, TX. He holds the Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked in education and legal settings, including roles at GreatHearts Irving Upper School and Sandler Law Group LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and advisory mandates.

Tejveer Muhar is a financial advisor at Fisher Investments with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including E*TRADE Securities LLC, ForUsAll, and The Vanguard Group. Fisher Investments serves a diverse range of institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to create globally diversified portfolios and utilizes tax-aware strategies and risk management techniques.