Jacob Garrity is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and 49 Financial. His background also includes roles outside finance, such as positions at Chicago Golf Club and Brookhaven Country Club. 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 that combines quantitative screening, qualitative research, and tax-aware strategies to construct diversified portfolios.

John Bland III is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. His prior work includes roles at SS&C Technologies, ADP, and Advent Software. Fisher Investments serves a global range of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various mandates. The firm uses a centralized Investment Policy Committee and combines quantitative and qualitative research to manage globally diversified portfolios with tax-aware processes and risk management strategies.

David Jacks is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. Based in Plano, TX, he has been part of a large institutional firm known for managing portfolios across equity, fixed-income, and blended mandates. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized investment approach combining quantitative and qualitative research, with risk management techniques such as tax-aware strategies and defensive tactics.

Raymond Ramirez is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Ivy Distributors, Inc and Waddell & Reed Inc. Fisher Investments serves a global client base of institutional and private clients, managing discretionary portfolios across equity, fixed income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers sub-advisory and retirement plan services.

Zachary Costa is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for three years. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates using a centralized, research-driven investment process.

Emerson Munoz is a financial advisor at Fisher Investments with a Series 65 credential and over four years of professional experience spanning various roles prior to joining the firm. His background includes positions at Ideal Talent Group, Network Up, and multiple roles connected to the University of South Florida. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Mary Smelser is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she serves as a FINRA Dispute Resolution Arbitrator and is involved in buying and selling horses as well as operating a blinds installation business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Khadijah Martin is a Series 65 licensed financial advisor at Fisher Investments with eight years of experience at the firm and a total of five years in the industry. Prior to joining Fisher Investments, she worked at H&K International for two years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process with tax-aware strategies and manages a significant non-U.S. client base along with extensive sub-advisory relationships.

Graeme Palmersheim is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at Hillcrest, ESP Supply, and Gecho Construction. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee for portfolio construction and employs tax-aware processes and risk management strategies.

Isabel Finkbeiner is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Before joining Fisher Investments, she held roles including work with Catholic Campus Ministry at SMU and several positions during her academic career at Southern Methodist University. 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 approach combining quantitative and qualitative research and provides tax-aware portfolio management and risk strategies.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Roman Garbuz is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked previously at Citizens Bank and JPMorgan Chase & Co., and has been with Fisher Investments since 2021. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment policy committee to manage diversified portfolios with tax-aware and risk management strategies, and it maintains significant sub-advisory relationships and a substantial non-U.S. client base.

Frederic Woods is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several automotive and motorcycle dealerships. Fisher Investments provides discretionary portfolio management for a diverse client base, including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.

Ryan Seibert is a financial advisor with Edward Jones in Allen, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the automotive sector at Christian Brothers Automotive McKinney, Red River Auto, and Mercedes-Benz McKinney. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeff Eastburn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of families and small businesses across the country to develop and implement tailored financial strategies. Leveraging the global investment capabilities of Merrill Lynch Wealth Management alongside the lending strengths of Bank of America, he focuses on areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement planning, and portfolio management. Jeff grew up in North Dallas and earned a Bachelor of Science in Business Administration from the University of Arizona. His professional journey began as an Institutional Trading Specialist in Scottsdale, Arizona, before transitioning to wealth management with PaineWebber in Beverly Hills. After 13 years with UBS, he joined Merrill Lynch Wealth Management in Beverly Hills and subsequently returned to Texas. Outside of work, Jeff enjoys a variety of sports including baseball, biking, football, golfing, hunting, running, skiing, and soccer. He also values spending time with his family and engaging with friends through social and sporting events. Jeff holds the Personal Investment Advisor (PIA) designation.

Madison Begley is a Series 65-licensed financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC, Begley worked at Fluent Financial, Sepio Capital, and Realty One Group Signature, among other firms. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad array of investment advisory and brokerage services, utilizing firm-provided tools for asset allocation, risk assessment, and portfolio management across multiple asset classes.

Michael Riccardi is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Pathstone for three years. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware processes and risk management techniques.

Vincent Nuno is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he worked at One Capital Management, PlanMember Financial Corporation, and Chase Bank. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and risk management techniques for its clients.

Robert Robles III is Senior Resident Director and Wealth Management Advisor at Merrill, serving as a partner in Barry, Robles & Associates in Dallas, TX. He oversees and coordinates financial affairs for a diverse group of families including company executives, small businesses, medical practices, and other enterprises. Rob and his team provide comprehensive financial recommendations and services ranging from retirement income planning to business sales and estate planning. Rob joined Merrill Lynch Wealth Management in 2004, beginning with the Global Research and Economics Group, and has been a Wealth Management Advisor since 2007. He holds a bachelor's degree from New York University's Stern School of Business and has earned professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Residing in McKinney, TX, Rob balances his professional role with family life alongside his wife Melissa, their two children, and their Italian Greyhound. Outside of work, he engages in activities such as sailing, clay target sports, car rallies, and endurance races. He is also involved in community organizations such as the 9/11 Day Foundation, Frisco ISD Watch Dogs, and the NJ Mental Health Association.