Victoria Muraoka is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She has worked at several notable firms including JPMorgan Chase and Merrill. 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 combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Alexander Stempkoski is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior roles include positions at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and McAdam LLC. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers services including sub-advisory and retirement plan management.

Daniel Giovinazzo is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. His prior experience includes roles at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and The Vanguard Group. Fisher Investments provides discretionary portfolio management to a global client base including institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and implements tax-aware strategies and defensive tactics to manage risk.

Daniel Son is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. As a Certified Financial Planner (TM), Daniel focuses on partnering with clients to understand their unique financial goals and developing clear, actionable financial plans tailored to their needs. He holds an Arkansas Insurance License. Outside of his professional work, Daniel's personal interests include family activities, food, football, golf, music, and snowboarding.

Claire Eller is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Eller holds Series 63 and Series 66 registrations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wyatt Mansfield is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services, and Key Bank. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment committee that employs quantitative and qualitative research to construct diversified portfolios.

Samantha Dunkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Lilly Belle Market. Additionally, she has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Kyle Horvath is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2022, with prior experience at Asure Software, Vensure Employer Solutions, and Optimum Water Solutions. He attended the University of Central Florida from 2017 to 2021. 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 employs a centralized investment process that integrates quantitative screening, qualitative research, and tax-aware strategies to manage globally diversified portfolios and risk.

Vinay Pabbathi is a financial advisor at Fisher Investments with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Fisher Investments, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. He has held roles in both investment advisory and fixed insurance sales. Fisher Investments provides discretionary portfolio management services to institutional and private clients worldwide, including pension plans and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research, with a focus on globally diversified portfolios and tax-aware risk management strategies.

Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Jeff Davis is a financial advisor with Ameriprise based in Frisco, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Haseeb Arien is a financial advisor at Merrill based in Frisco, TX, holding a Series 66 designation with four years of industry experience. His career includes roles at J.P. Morgan Chase and Bank of America N.A. before joining Merrill. Prior to his financial services career, he worked as a tech critic and also has experience in education at Tarrant County College. Merrill, together 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 plans, corporations, and charitable organizations.

Liam Durkin is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. His prior work includes roles in insurance, hospitality, and fitness industries. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Mauricio De La Garza is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has previous experience at JPMorgan Chase Bank, N.A., and First Waste Services. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors, employing a centralized investment process and a variety of risk management strategies across equity, fixed-income, and blended mandates.

Michael Anderson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Charles Schwab. He also has experience outside of finance, having been involved with Texas Dreams Gymnastics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sydney Dreyer is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of experience at the firm. Prior to joining Fisher Investments, Dreyer spent ten years working in the education sector. 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 with a centralized investment approach that utilizes both quantitative and qualitative methods. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware and risk management strategies.

Ethan Pendarvis is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at West Penn Manufacturing Technologies and Saint Francis University. Fisher Investments serves a global client base of institutional and high-net-worth investors, offering discretionary portfolio management and sub-advisory services across diversified equity, fixed-income, and blended mandates. The firm employs a centralized investment process with both quantitative and qualitative analysis to construct tax-aware, risk-managed portfolios.

Christopher Dennett is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase, US Bank, BMO Bank, and OnPoint Community Credit Union. Outside of advisory work, Dennett owns Dennett Enterprises LLC, a short-term rental business. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a variety of mandates and employs strategies that include tax-aware processes and risk management techniques.

Makayla Bowman is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She previously worked at Resources Investment Advisors, LLC and Destiny Wealth Partners. 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 employs tax-aware strategies and defensive tactics to manage risk.

Austin Freeman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2024, he worked in various roles across multiple companies, including Andrews Distributing and AutoNation Ford. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment approach that combines quantitative screening and qualitative research. The firm manages diverse portfolios with tax-aware strategies and risk management tactics for a broad range of client types.