Kyle Mann is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he worked at Bruckner's Truck & Equipment and Industrial Power Truck & Equipment, and attended Abilene Christian University. 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 decision process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory, retirement plan services, and separate account management.

Trinidad Salinas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Salinas previously worked at Charles Schwab and LPL Financial. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and models. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Andreina Mundarain is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of her advisory role, she serves as a board director and treasurer for a homeowners association in Portland, Oregon. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, utilizing a centralized investment approach that combines quantitative and qualitative analysis to manage globally diversified portfolios. The firm serves a broad range of clients including pension plans, foundations, and high-net-worth individuals.

Jonathan Biedermann is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His previous roles include positions at Gina Biedermann DDS, Shielded Security, and various other companies across different sectors. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Jeremy Scott is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2019. He has one year of industry experience and previously worked at International Graphics & Nameplate and Washington State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment policy process that employs quantitative and qualitative methods to build diversified portfolios.

Lauren Behrens is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Investments for two years before joining Fisher Investments in 2018. 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 equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and risk management strategies.

Justin Goldberg is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for 19 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Andrew Scarmardo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Vanguard entities since 2016 and previously spent one year at Equitable Advisors. Vanguard Advisers provides 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 using proprietary models to create personalized asset allocations, managing a large number of client relationships through its digital platform and extensive advisor team.

Harrison Molter is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his advisory role, he had experience in the food service industry and attended the University of Oregon. Fisher Investments serves a global clientele that includes institutional and private clients such as pension plans and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment policy committee and incorporates tax-aware strategies and risk management techniques.

William Rice is a financial advisor at Fisher Investments in Plano, TX. He holds a Series 65 designation and has experience with Marotta Wealth Management and S&P Global Market Intelligence. He also worked in the climbing industry before entering financial services. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Chris Brefeld is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior roles include positions at Trajan Wealth, L.L.C., LPL Financial, and the Bank of Springfield. Brefeld holds the Series 66 designation and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals, using a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.

Benjamin Barbour is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX. He has been with Fisher Investments since 2022 and has prior experience at Northwestern Mutual. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that incorporates quantitative and qualitative research and employs various risk management techniques.

Alejandro Castillo is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Vanguard in 2026, he worked for JP Morgan Securities LLC for 10 years and was self-employed intermittently between 2020 and 2026. He is also affiliated with the University of Texas at Arlington. Vanguard Advisers offers 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs, supporting a high client-per-advisor ratio through its digital delivery and team servicing model.

Myat May is a financial advisor at Fisher Investments with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fisher Investments, Myat worked at Morgan Stanley, Goldman Sachs, and Charles Schwab. Outside of finance, Myat is a contractor at IClips Salon, a hair salon based in Austin, Texas. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies along with sub-advisory and retirement plan services.

Wyatt Egan is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He began his advisory career in 2025 after completing his education at the University of Arizona. 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 globally diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Nicholas Musto is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Fisher Investments since 2022. Prior to this, he worked for The Center for Special Needs Trust Administration, Inc. for seven years. He also performs notarial duties as a Notary Public for the State of Florida. 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 to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Daniel Castro is a financial advisor with Fisher Investments, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and United Bank of El Paso del Norte. Fisher Investments serves a global clientele of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment policy committee that integrates quantitative and qualitative research to construct globally diversified portfolios while utilizing tax-aware strategies and risk management techniques.

Jordan Haskell is a financial advisor at Fisher Investments with five years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to joining Fisher, he was employed at Lyons National Bank and held roles at Hobart College and West Valley City Public Works. 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 combining quantitative and qualitative research, and it manages risk through tax-aware strategies and defensive tactics.

David Collier is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. Prior to his financial career, he was affiliated with Dallas Baptist University from 2019 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized investment reporting. The firm integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Stephen Smith is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2022, he worked at Charles Schwab, MML Investors Services, Massachusetts Mutual Life, and Bank of Texas. 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 process that incorporates quantitative and qualitative research to construct globally diversified portfolios.