Ethan Aiello is a financial advisor at Fisher Investments in Plano, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Fisher Investments, he worked in various roles at establishments including The Reserve Steakhouse and Barton Hills Country Club. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across multiple asset classes. 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.

Michael Hostetler is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Carecard, ESPN/MING, and ABA Success. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gregory Harned is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1985 and has also been affiliated with Bank of America since 2011. Outside of his advisory role, he manages an LLC that makes direct investments in private companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented by internal teams and third-party managers.

Patrick Hawkins is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Charles Schwab, USAA Investment Management Company, and USAA Financial Advisors. He also serves as a Captain and Logistics Officer in the US Army Reserves. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm emphasizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management tools.

Daniel Sanders IV is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He worked at PNC Investments from 2014 to 2021 before joining Fisher Investments in 2021. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, by providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach guided by a five-member committee and offers sub-advisory and retirement plan services, managing both separate accounts and pooled investment vehicles.

Martin Rodriguez is a financial advisor with Charles Schwab in Westlake, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at TD Ameritrade, Lumio, AmeriSave Mortgage Corporation, KPMG, and Medieval Times. 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, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure allow it to serve hundreds of thousands of clients with centralized supervisory and operational support.

Haylie Owens is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. She has been with Fisher Investments since 2020. Prior to this, she worked at The Heathman Lodge from 2012 to 2020. 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 various asset classes. The firm uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management techniques in its portfolios.

Carmela Williams is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Her prior work includes roles at First Watch and entrepreneurial experience with 2 Home Cooks. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management and employing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Bryson Bianco is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Tolleson Wealth Management, Southern Methodist University, and Morgan Stanley. Outside of his advisory work, he is the owner of Bianco Brothers Capital, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations primarily constructed from Vanguard funds and ETFs, supported by a large advisor team and digital delivery model.

Charles Sheridan is a financial advisor at Fisher Investments in Plano, TX, with seven years of industry experience. He holds a Series 65 credential and has previously worked at Mosley Wealth Management, Inc., Mosley Insurance and Financial Services, Inc., and AE Wealth Management, LLC. 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 process combining quantitative and qualitative research to manage globally diversified portfolios and provides sub-advisory and retirement plan services.

Luis Lemus is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms including Goldman Sachs & Co. LLC and Continuous Capital, LLC. Lemus is based in Frisco, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and organizations. The firm integrates internal and third-party management with varying portfolio implementations and cash management options.

Salvador Flores is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and TD Ameritrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a centralized structure that supports a large client base.

Anurag Coramutla is a Series 65 licensed advisor at Fisher Investments with one year of industry experience. He has been with Fisher Investments since 2018. His prior work includes roles at Monroe 33 Sports Center and the University of California, San Diego. 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 utilizes tax-aware strategies and risk management techniques.

Winston Taylor is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 certifications and has previously worked at Empower Advisory Group, Empower Financial Services, Robinhood Markets, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, centralized supervisory and custody services, and integrates alternative investments within its multi-asset portfolio approach.

Olivia Gaines is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 credential. She has been with Fisher Investments since 2024 and has prior experience working with Black Diamond Camp, Eating Recovery Center, and The Village Roaster. 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 combines quantitative and qualitative research to construct globally diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Dean Hassan is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. Outside of his advisory role, he has served as a professional Dungeon Master for Dungeons & Dragons gaming sessions. 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 equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios with tax-aware strategies and risk management techniques.

Donesia Mitchell is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Fisher Investments in 2024, she worked at JPMorgan SECURITIES LLC from 2021 to 2024 and had roles at Moss Adams LLP and Texas A&M University-Commerce. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across multiple asset classes and utilizing a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios.

Robert Pugh is a financial advisor with LPL Enterprise in Plano, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated product and service offerings.

Nicolas Fletcher is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services and in education within local school districts. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management that combines quantitative and qualitative research to construct diversified portfolios with risk management and tax-aware strategies.

Shirley Wong is a financial advisor at Fisher Investments with a Series 65 designation. She has been with Fisher Investments since 2023 and has a background that includes four years at the University of Florida and four years at American Heritage School prior to joining the firm. 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 decision process combining quantitative and qualitative research and uses tax-aware strategies alongside various risk management techniques.