Jared Messer is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Morgan Stanley and E*TRADE, as well as Fidelity Brokerage Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage diversified portfolios with various risk management techniques.

Christopher Ball is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. His prior work includes roles at Indiana University, The People's State Bank, and the Indiana Department of Transportation. 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 combining quantitative and qualitative research to construct diversified portfolios and integrates tax-aware strategies and defensive tactics to manage risk.

David Wright is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has 14 years of industry experience and has been with Fisher Investments since 2007. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, 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 employs tax-aware strategies and risk management techniques.

Aaron Becker is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His career includes roles at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, third-party asset management, and a variety of brokerage and insurance products through its integrated advisory and brokerage platform.

Ricardo Jimenez Monge is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked for nine years at McKinsey & Co. 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 various asset classes and employs a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios.

John Borzone is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Edward Jones. 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 and qualitative research and manages tax-aware, globally diversified portfolios with risk management strategies.

Antonio Zambrano is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at Fisher Investments and Fidelity, along with his ongoing employment with Vanguard and related entities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to construct personalized portfolios largely from Vanguard funds and ETFs.

Quin Vernon Cole is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Fisher Investments, he served in the United States Air Force from 2021 to 2025 and has held positions across various industries including manufacturing and technology. 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 research, and provides a range of services including sub-advisory and retirement plan management.

Brandon Danowski is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. His prior work includes roles at SVN, Captain Curt's, Real People Realty, Pescadero, Domino's, and Dano Luxury Homes. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates with a centralized investment process that incorporates quantitative and qualitative research.

Sean Christy is a Series 66 licensed financial advisor with Vanguard Advisers, based in Plano, TX, and has three years of industry experience. Prior to joining Vanguard, he held roles at BXS Insurance and various educational institutions. Outside of his advisory work, Christy is the owner of Full Stream Ahead, a residential cleaning business. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options such as ESG preferences and tax-aware strategies.

Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process blending quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and various defensive tactics.

Jason Besly is a financial advisor at Edward Jones in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the US Census Bureau and held roles in various companies including Novel Therapy LLC and Nexeo Solutions LLC. He is a managing member of Novel Therapy LLC, a mental health business, which is operated by his wife under a family trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 advisors.

Kevin Goyert is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2012. 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 approach led by a five-member committee and incorporates tax-aware strategies and risk management techniques.

Erick Carlos is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo, and VisionPoint Advisory Group. Outside of his advisory work, he serves as CEO of NEC Capital, LLC and is the owner of Texas Private Wealth Insurance Group, which provides various insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Glass is a Planning Consultant who focuses on helping clients identify, organize, and pursue their financial goals by simplifying the complexities of financial planning. He emphasizes understanding his clients and earning their trust as fundamental elements of his professional relationships. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, and a Relationship Manager at Bank of America from 2007 to 2017.

Jared Ambrose is a Series 65-credentialed advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments, he held positions at Fivestars, Uhaul, and Vector Marketing. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Austin Adamcewicz is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Florida Financial Advisors and has held various roles outside of finance, including as an Instacart shopper. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates both quantitative and qualitative research.

Matthew Gournay is a CFP® with 35 years of industry experience, currently serving with LPL Financial since 2020. Prior to joining LPL, he worked at Woodbury Financial Services for five years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services supported by proprietary research and third-party subadvisors.

Hayden Hutton is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential with two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwest Liquid Gold and held various roles at Washington State University and Hilton Hotels. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.