Shawn Nicholas is a financial advisor at UBS Financial Services in Plano, TX, with 34 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor plans to clients' goals and risk tolerances.

Richard Oakley is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has been with Fisher Investments since 2021 and previously worked at Legacy Wealth Management. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research.

Matthew Weiss is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fisher Investments and has held prior roles at UBS, Morgan Stanley, Guaranteed Rate, E*TRADE, CoastHills Credit Union, and Bank of America. 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 to construct diversified portfolios and manages risk through various tactical and tax-aware strategies.

Qingyi Mark Liang is a financial advisor with Cetera, holding a Series 66 credential and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2015 and is based in Plano, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services and operates as a multi-manager platform, allowing advisors to use affiliated or third-party managers or develop custom strategies across various program structures and custodial relationships.

Ashley Lonstad is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX. She has 10 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management with a centralized investment decision process that incorporates quantitative and qualitative research. The firm is notable for its tax-aware strategies and extensive sub-advisory relationships across multiple investment vehicles.

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.

Jordan Humble is a financial advisor at Fisher Investments in Plano, TX, holding Series 63, Series 65, and Series 66 credentials with six years of industry experience. His prior roles include positions at Alpha Southern Capital LLC and Merrill Lynch. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through centralized investment decisions and diversified strategies. The firm is notable for its extensive non-U.S. client base and use of tax-aware and risk management techniques.

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 three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2025, he worked at Wells Fargo Securities, LLC from 2021 to 2025. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

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 with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and New Bath Technologies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.