Carter Green is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. He previously worked at Abba Fund and has been involved with Livada Orphan Care / Fundatia LOC. 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 approach combining quantitative and qualitative research, and employs various risk management and tax-aware strategies.

Aaron Carlson is a financial advisor at Fisher Investments with 15 years of experience. He holds a Series 65 designation and is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and employs tax-aware processes and risk management strategies to construct globally diversified portfolios.

Brady Abbott is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Jersey Mike's Subs and Holly Donaldson Financial Planning. 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 approach that combines quantitative screening and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base through various sub-advisory and institutional relationships.

Patrick Lister is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments since 2017, following three years at PNC Investments. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management with a centralized investment process that includes quantitative and qualitative research. The firm offers a range of services including sub-advisory mandates and retirement plan management, utilizing tax-aware strategies and various risk management techniques.

Mandeep Dhother is a Series 65–licensed financial advisor at Fisher Investments with seven years of experience at the firm and five years in the industry overall. His work history includes two separate tenures at Fisher Investments spanning from 2014 to the present, with a brief period of unemployment in between. 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 centralized investment decisions through a committee that uses quantitative screening, qualitative research, and tax-aware processes to manage risk and construct diversified portfolios.

Darian Jones is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and held roles at Bank of America and Merrill between 2014 and 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Ben Baker is a Planning Consultant at Fidelity Investments, where he partners with clients to provide a clear view of their long-term financial goals. He focuses on building relationships of trust and collaborates with clients to develop plans tailored to their personal needs. Ben has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Solutions Representative III before assuming his current position in 2024. His experience spans various client-focused and investment-related roles within the company. He holds insurance licenses in Arkansas and California.

Isaiah Wahlstrom is a Series 65-licensed financial advisor at Fisher Investments with eight years at the firm and two years of industry experience. He holds a bachelor's degree from the University of Wisconsin-Madison. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process and a combination of quantitative and qualitative research.

Nisha Bhandary is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 15 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. In 2020, she was involved with Saivi Shree, LLC, operating under the name Embroid It. 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 delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Michelle Hall is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Brennan Wealth Advisors and FSC Securities Corporation. In addition to her advisory work, she is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Della Prather is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent nine years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Snyder is a financial advisor at Fisher Investments with a Series 65 credential and four years of industry experience. Prior to joining Fisher Investments, he worked at JH Kelly and served in the Seattle Police Department, as well as the United States Air Force Reserve. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals. The firm utilizes a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across various asset classes.

Hayden Miller is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has prior work experience at Ascent Bank and Carroll College. Outside of his advisory role, he helps manage the tasting room at Brian Carter Cellars, a winery and tasting room. 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 utilizes a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies to manage risk and positioning.

Eric Schmauch Jr. is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with seven years of industry experience. He has been with Fisher Investments since 2018. Prior to this, his work experience includes roles at United Airlines and My Michelle’s, as well as attending the University of Mississippi. Fisher Investments serves a global client base including institutional and high-net-worth individuals by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach with a combination of quantitative and qualitative research to construct globally diversified portfolios and employs various risk management techniques including tax-aware strategies.

Tracie Guyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services. Guyer is also a notary and operates a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Traci Steelman is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Frank Storm CPA and Tailored Wealth Management. She serves as an acting trustee for a family trust managing a farm estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting supported by analytical tools, with specialized services in municipal and public finance as well as employer retirement plan advisory programs.

Evan Waguespack 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 2020, with prior experience at Magnolia Wealth Strategies and Louisiana State University. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering 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 provides various sub-advisory and retirement plan services.

Neil Stapish is a financial advisor at Fisher Investments based in Plano, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Principal Financial Services, NYLIFE Securities LLC, New York Life Insurance Company, and Travelers Insurance. Fisher Investments serves a global client base including institutional and private clients such as 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 process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

Joshua Masse is a Series 65 credentialed financial advisor with 20 years of experience at Fisher Investments. He has worked with the firm since 2006 and is based in Plano, TX. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process incorporating quantitative and qualitative research to construct globally diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Omeed Shayegh is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2019. Prior to that, he was employed at Bank of America and Merrill from 2014 to 2019. Fisher Investments manages discretionary portfolios for institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios across equity, fixed-income, and blended mandates.