Logan Mc Kinnon 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 Kelley Automotive Group and studied at Indiana University’s Kelley School of Business. 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 approach combining quantitative and qualitative research and implements tax-aware strategies alongside defensive tactics to manage risk and positioning.

Eric Alford is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX, and has three years of industry experience. He joined Fisher Investments in 2022 after working in various roles including self-employment and positions at Utility Connect, Gig Interactive, and Journey Business Solutions. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a five-member Investment Policy Committee that employs quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios.

Davis Schroeder is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Prior to that, he spent one year at Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Salmaan Ayoob is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and eight years of industry experience. He worked at Edward Jones from 2017 to 2020 before joining Fisher Investments in 2021. 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 analysis, along with tax-aware strategies and risk management techniques.

Nnedi Okammor is a financial advisor with Fisher Investments, holding a Series 65 designation and beginning her industry career in 2025. Prior to joining Fisher Investments, she was involved with several volleyball-related organizations, including SMU Volleyball Camps and the Professional Volleyball Federation (Indy Ignite). 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 approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through various strategies including derivatives and tax-aware processes.

Syed Hussain is a financial advisor with J.P. Morgan Securities in McKinney, TX, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of advisory services, he is involved in real estate through ownership and partnership roles in SST Capital, LLC, and Lodgicap, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Dhruv Jhigan is a financial advisor at Fisher Investments with nine years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2016. 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 using a centralized Investment Policy Committee and employs a combination of quantitative and qualitative research to construct diversified portfolios with tax-aware and risk-management strategies.

Cole Silvester is a financial advisor at Fisher Investments with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fisher Investments, he held positions at Bank of America, Merrill, and several other financial and non-financial firms. 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 process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Andrew Baldwin is a Planning Consultant at Fidelity Investments. In his role, he co-creates personalized financial plans with clients and their families, focusing on building trust and developing relationships with households. He aims to empower clients towards financial freedom and to build confidence in their financial plans. Andrew has been with Fidelity Investments since 2016, beginning as a Financial Associate before becoming a Workplace Planning Consultant in 2018. His experience centers around financial planning and consulting within the workplace environment. Outside of his professional work, Andrew has personal interests that include baseball, cooking and baking, golf, hiking, outdoor adventures, and traveling.

Shaun Fitzgerald is a financial advisor with Fisher Investments in Plano, TX. He holds a Series 65 designation and has been with Fisher Investments since 2025. Prior to joining the firm, he worked at Pack'N Inc and attended Florida State University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios.

Shuoyuan Liu is a CFA® charterholder and Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fisher Investments since 2021 and previously held roles at JPMorgan Securities LLC and Prime Systems. Outside of his advisory work, he manages an Amazon online store specializing in home decorations, personal care products, apparel, and accessories. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that integrates quantitative screening and qualitative research to construct diversified portfolios.

Dylan Shalvey is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management with a focus on globally diversified portfolios. The firm employs a centralized investment process combining quantitative and qualitative research and provides sub-advisory and retirement plan services.

David Askenase is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David's approach centers on providing personalized investment and financial advice to entrepreneurs, young professionals, and individuals undergoing significant life transitions such as divorce or the loss of a spouse. David brings extensive experience to his role, having served for more than eight years as a Vice President and Financial Advisor at Bernstein Private Wealth in New York City and Dallas before joining Merrill. He works collaboratively with clients and their other trusted advisors on areas including trust and estate planning, business succession planning, and family engagement. His goal is to develop wealth strategies that align with clients' long-term business and family objectives. David earned a bachelor's degree from Baruch College. Beyond his professional work, he is actively involved in his community in Dallas, where he lives with his wife and two sons. He volunteers locally and serves as Secretary of 24HourDallas, a nonprofit focused on enhancing safety and inclusivity in Dallas nightlife. Additionally, he acts as Sponsorship Chair for the Association of Corporate Growth in Dallas-Fort Worth.

Eric Lull is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Prior to his current role, he was affiliated with J.P. Morgan Securities and attended Texas Tech University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Liam Mc Govern is a financial advisor at Fisher Investments with a Series 65 designation. He has been with the firm since 2022 and has prior work experience in various roles, including positions at Vorsana Incorporated and Amazon Fulfillment. Fisher Investments serves a global client base of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee, combining quantitative and qualitative methods to manage globally diversified portfolios and employs tax-aware strategies along with risk management techniques.

Kennadie Lopez is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 license with four years of industry experience. Prior to joining Fisher Investments in 2019, Lopez worked across various roles including at Flip Side, LA Fitness, Baker Street, and Beauty and the Bull Bar and Grill. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative screening and qualitative research to build diversified portfolios.

Curtis Oliff is a financial advisor with Merrill in Frisco, TX, holding a Series 66 designation and six years of industry experience. Prior to Merrill, he worked at Bank of America N.A., Synergy Wealth Solutions, Goldberg and Rich LLP, Rader Hospitality LLC, and the University of Missouri. He serves as a committee member on the Planned Giving Advisory Council for the American Red Cross St. Louis Area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Luke Finn is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher, he was a full-time student athlete and worked at Lawson Event Rental. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

Christian Elsner is a financial advisor at Fisher Investments with a Series 65 designation and industry experience beginning in 2022. Prior to joining Fisher Investments in 2026, he worked at Xpensions, Moodys, and Cencosud. Fisher Investments serves a global client base including institutional and private clients such as pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that combines quantitative and qualitative research to construct diversified portfolios with tax-aware risk management strategies.

Marshall Kube is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at JP Morgan Chase Bank, Raymond James Financial, and Charles Schwab & Co. Outside of advising, he is involved in managing a rental property business through Kube V Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets and operating a large national network of financial advisors and branch offices.