Tara Rog is a Series 65 licensed financial advisor at Fisher Investments with 14 years of industry experience. She has been with Fisher Investments since 2010. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, and offers sub-advisory and retirement plan services to its diverse client base.

John Hayes is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He is also a CERTIFIED FINANCIAL PLANNER™ and collaborates with his wealth management team to create customized financial plans aimed at helping clients progress toward their retirement goals. His professional experience includes several roles at Fidelity Investments from 2020 to 2023 as a Workplace Planning Consultant I, II, and III. Prior to that, he held various positions at TD Ameritrade between 2015 and 2020, including Client Service Specialist and roles in Investment Management Services and Investor Services. Earlier in his career, he was a District Leader at PFS Investments from 2011 to 2013. John holds insurance licenses in Arkansas and California. Outside of his professional work, his personal interests include cars, movies, music, soccer, tennis, and traveling.

Joseph Dipiazza is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at GuideWell Pro Unlimited Inc and Mercer Global Advisors Inc. 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 equity, fixed-income, and blended mandates, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Jack Englehart is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Eversource Energy and Classic Hotels of Connecticut, and was also affiliated with Central CT State University. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis and offers tax-aware and risk management strategies.

Justin Elsbury is a CFP® with eight years of industry experience, currently advising at Fisher Investments. His prior work includes roles at Pinnacle Wealth Advisors and Fidelity Investments. 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 it manages risk using various strategies including derivatives and tax-aware techniques.

Ellen Clausen is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments in 2022, she served on the Phenix City and Troup County Boards of Education and worked with the University of Georgia Extension Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process. The firm provides sub-advisory and retirement plan services, managing separate accounts alongside pooled investment vehicles.

Joshua Hooper is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. He joined Fisher Investments in 2023 following eight years as a full-time student and a brief period of unemployment. 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 various asset classes. The firm uses a centralized Investment Policy Committee that integrates quantitative screening and qualitative research to construct diversified portfolios, employing tax-aware strategies and risk management techniques.

Amanda DeLisse currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity Private Wealth Management teams by assisting with account service and maintenance requests and helps clients build their financial plans. Amanda has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Wealth Management Senior Service Specialist, and Planning Consultant before her current position. Her experience spans client service and financial planning support within the wealth management sector. Outside of her professional responsibilities, Amanda's personal interests include comedy, family activities, fitness, parenthood, Pilates, and reading.

Kristyn Shelton is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves a variety of intermediary platforms.

Quinn Anderson is a Series 65-licensed financial advisor with Fisher Investments, based in Plano, TX, and has one year of industry experience. Prior to joining Fisher Investments in 2021, Anderson worked at Harlow Wealth Management and held various roles at Mint Valley Golf Course and the University of Portland. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across multiple asset classes with a centralized investment decision process that incorporates quantitative and qualitative research. The firm provides services to pension plans, foundations, high-net-worth individuals, and manages separate accounts, pooled vehicles, and retirement plans.

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 with Fisher Investments, holding a Series 65 credential and three years of industry experience. He has worked at Fisher Investments since 2022 and has prior experience at Indiana University, The People's State Bank, the Indiana Department of Transportation, and St. Mary's School. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses various risk management techniques such as derivatives and tax-loss harvesting.

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.

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.

Megan Lawrence currently serves as a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has comprehensive experience within the company, having progressed through positions including Central Relationship Manager from 2024 to 2026, Customer Relationship Advocate from 2023 to 2024, and an internship in the same area in 2022. Her professional focus is on assisting clients by understanding their individual financial situations and guiding them toward improved financial outcomes. Megan emphasizes personalized service aimed at fostering clients' confidence in their financial futures.

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 at Vanguard Advisers with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity, Fisher Investments, and Vanguard. His career includes roles at multiple Vanguard affiliates, where he is currently employed. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base through digital platforms combined with team support.

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.