Mc Kenzie Perdok is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fisher Investments in 2026, Mc Kenzie worked at Charles Schwab & Co., Inc. for two years. 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 various asset classes. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios.

Tarainia Mcdaniel is a financial advisor at Fisher Investments with 10 years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is the owner of TIS Financial LLC, a car rental business operating on ride-share platforms. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages risk using tax-aware and defensive strategies.

Alexander Deng is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with 13 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, foundations, investment companies, 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 to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Kevin Johnson is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments manages discretionary portfolios for a global clientele that includes institutional investors and high-net-worth individuals, employing a centrally managed investment approach that integrates quantitative and qualitative research across diverse asset classes. The firm offers sub-advisory and retirement plan services and utilizes tax-aware strategies and various risk management techniques in its portfolio construction.

Gabriel Atkinson is a Series 65-licensed financial advisor with Fisher Investments, based in Camas, WA. He has 17 years of industry experience and has been with Fisher Investments since 2008. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm’s investment approach combines quantitative screening and qualitative research through a centralized Investment Policy Committee and employs tax-aware processes alongside risk management strategies such as derivatives and tax-loss harvesting.

Christian Bernal is a financial advisor at Fisher Investments with one year of experience at the firm. He holds a Series 65 designation and has a background in the communications industry, having worked at Comcast Business, AT&T, T-Mobile US, Cox Communications, and Skye Communications. 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 approach that combines quantitative screening and qualitative research, and it provides tax-aware portfolio management with various risk management strategies.

Justin Yost is a financial advisor with Fisher Investments, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fisher Investments since 2008. 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, tax-aware processes, and risk management strategies.

Logan Mc Kinnon is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at Kelley Automotive Group and studied at Indiana University’s Kelley School of Business. 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside defensive tactics to manage risk and positioning.

Eric Alford is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has three years of industry experience. He joined Fisher Investments in 2022 after working in various roles including self-employment and positions at Utility Connect, Gig Interactive, and Journey Business Solutions. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a five-member Investment Policy Committee that employs quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Davis Schroeder is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Prior to that, he spent one year at Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Salmaan Ayoob is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones from 2017 to 2020 before joining Fisher Investments in 2021. 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 analysis, along with tax-aware strategies and risk management techniques.

Nnedi Okammor is a financial advisor with Fisher Investments, holding a Series 65 designation and beginning her industry career in 2025. Prior to joining Fisher Investments, she was involved with several volleyball-related organizations, including SMU Volleyball Camps and the Professional Volleyball Federation (Indy Ignite). 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies including derivatives and tax-aware processes.

David Robinson is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 16 years of industry experience. His prior experience includes roles with RFG Wealth Advisory and INVEST Financial Corporation. Outside of advisory work, he is also active as an independent insurance agent specializing in life, accident, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Syed Hussain is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as an owner and partner in two real estate ventures, SST Capital, LLC and Lodgicap, LLC. 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 applying an ESG eligibility framework in its recommendations.

Dhruv Jhigan is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2016. 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 using a centralized Investment Policy Committee and employs a combination of quantitative and qualitative research to construct diversified portfolios with tax-aware and risk-management strategies.

Cole Silvester is an advisor with Fisher Investments based in Plano, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Bank of America and Merrill. 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 globally diversified portfolios and employs strategies such as tax-aware management and risk tactics including derivatives and tax-loss harvesting.

Andrew Baldwin is a Planning Consultant at Fidelity Investments. In his role, he co-creates personalized financial plans with clients and their families, focusing on building trust and developing relationships with households. He aims to empower clients towards financial freedom and to build confidence in their financial plans. Andrew has been with Fidelity Investments since 2016, beginning as a Financial Associate before becoming a Workplace Planning Consultant in 2018. His experience centers around financial planning and consulting within the workplace environment. Outside of his professional work, Andrew has personal interests that include baseball, cooking and baking, golf, hiking, outdoor adventures, and traveling.

Shaun Fitzgerald is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining the firm, he worked at Pack'N Inc and attended Florida State University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Shuoyuan Liu is a CFA® charterholder and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at JPMorgan Securities LLC and Prime Systems. Outside of his advisory work, he manages an Amazon online store specializing in home decorations, personal care products, apparel, and accessories. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that integrates quantitative screening and qualitative research to construct diversified portfolios.

Dylan Shalvey is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a focus on globally diversified portfolios. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.