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.

Garrett Bradd is a Series 65-licensed financial advisor at Fisher Investments with six years at the firm and a total of five years of industry experience. Prior to joining Fisher Investments in 2020, he worked at TZ Medical and Shoot 360. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Hannah Ubanoski is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. She has held positions at RBC Wealth Management and Ernst & Young, LLP, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Spencer May is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns a poultry and egg business called Pioneer Farm. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, 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 globally diversified portfolios with various risk management techniques.

Ira Kravitz is a financial advisor with UBS Financial Services in Plano, Texas, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in estate planning through entities such as The Tobster Irrevocable Trust and Tobster Limited Partnership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Paul Sobran is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has previously worked at Empower Financial Services, Wells Fargo Bank, Bank of America, and Merrill. He is based in Plano, Texas. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Tom Frith is a Series 65 licensed financial advisor at Fisher Investments with five years of experience at the firm. His prior work includes one year at AMR, four years at Oregon State University, and six years at Tualatin High School. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process with a focus on tax-aware strategies and risk management.

Ingrid Morgan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, including its predecessor entity, with a brief tenure at Amazon in 2020. Outside of finance, she has experience in the hospitality industry through her work at Crowne Plaza North Hotel. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, 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 advisory services on a non-discretionary basis.

Troy Bonner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2007 to 2020 before joining J.P. Morgan Securities in 2021. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Connor Wulf is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation with four years of industry experience. He has worked at Fisher Investments since 2018, with prior roles at ONEMAIN FINANCIAL and TARGET. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, supported by a centralized Investment Policy Committee that uses quantitative and qualitative research to construct diversified portfolios.

Nicholas Yurcho is a financial advisor at Fisher Investments with three years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2020. Prior to joining Fisher, he worked at Mockingbird Marketing and Philadelphia Sports Club, and attended Penn State University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative research to construct diversified portfolios while applying tax-aware strategies and defensive tactics.