Ella Rose Budd is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has eight years of industry experience, including two years at Cinetopia before joining Fisher Investments in 2018. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware and risk management strategies to construct globally diversified portfolios.

Bradden Schmidt is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Shogun Bowl. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across equities, fixed income, and blended strategies. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware and risk management techniques in constructing diversified portfolios.

Sarah Voegelin is a financial advisor at Fisher Investments with nine years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2013. 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 equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates quantitative and qualitative analysis to construct globally diversified portfolios.

Adam Wiener is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Wells Capital Management from 2014 to 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 combines quantitative screening, qualitative research, and centralized portfolio management to construct diversified portfolios, offering tax-aware and risk management strategies.

Maria Perez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers services on a non-discretionary basis.

Richard Stevens is a financial advisor with Edward Jones in McKinney, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Stevens previously owned STEVECORP, INC., a Maaco auto paint and bodywork business that was closed and sold in 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

Jordan Humble is a financial advisor with Fisher Investments in Plano, TX, holding Series 66, 63, and 65 licenses and six years of industry experience. His prior roles include positions at Merrill Lynch, Alpha Southern Capital LLC, and Northwestern Mutual Investment Services LLC. 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 policy committee that integrates quantitative and qualitative analysis to construct diversified portfolios and utilizes various risk management and tax-aware strategies.

Ben Givan is a financial advisor at Fisher Investments with two years of industry experience and holds a Series 66 designation. Prior to joining Fisher Investments in 2025, he worked briefly at Edward Jones and held various positions outside the financial industry. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Santiago Morales is a financial advisor at Fisher Investments with Series 65 and Series 63 designations and three years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Wells Fargo Securities, LLC from 2021 to 2025. Fisher Investments serves a global client base including 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, along with tax-aware processes and risk management techniques.

Jonathan Nwachukwu is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and five years of industry experience. His prior work includes roles at PartsFleet, Bite Squad, Puritan Financial Group, and Rich's Foods. Fisher Investments serves a global client base that includes institutional investors 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 and qualitative analysis, utilizing tax-aware strategies and risk management techniques.

Evan Ball is a financial advisor at Fisher Investments with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, Merrill, The Prudential Insurance Company of America, and Wells Fargo. Fisher Investments serves a diverse global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with a five-member Investment Policy Committee and utilizes tax-aware strategies and risk management tools.

Yanmin Young is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damian Martorella is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Allstate Financial Advisors, LLC, Allstate Insurance Co, and Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios, employing various risk management strategies such as tax-aware processes, derivatives, and tax-loss harvesting.

Kenneth Poskey is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Services LLC, Regions Bank, Elliott Electric Supply, and Texas A&M University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Lance Sutton is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Charles Schwab and New Bath Technologies and has a background that includes roles in education and technology. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kenneth Fisher is a financial advisor at Fisher Investments with 23 years of industry experience. He has been with Fisher Investments since 1986 and holds Series 63 and Series 65 designations. 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 employs a centralized Investment Policy Committee that uses quantitative screening, qualitative research, and a portfolio management system to build globally diversified portfolios, incorporating tax-aware strategies and various defensive tactics.

George Garcia is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group. 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 process combining quantitative and qualitative research and uses tax-aware and defensive strategies to manage risk and positioning.

Joshua Sequeira Tenorio is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. Before joining Fisher Investments in 2025, he worked at Accenture, Soldi Enterprises, and The Results Company. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management tools.

Trevor Pick is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has five years of industry experience. He has been with Fisher Investments since 2015, working continuously at the firm through various roles. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.