Alexander Leiken is a Series 65-licensed financial advisor at Fisher Investments with two years of industry experience. Prior to joining Fisher Investments in 2022, he worked at RVK, Inc. for ten years. Outside of his advisory role, he is a minority shareholder and secretary of a family real estate holding company, where he provides occasional strategic investment advice. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and uses tax-aware strategies and risk management techniques.

Jeffrey Moore is a financial advisor with Fisher Investments in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Fisher Investments since 2008. 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 combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches.

Camden Elliott is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 66 designation and previously worked with Northwestern Mutual Wealth Management and Morgan Stanley. Prior to his financial career, he was employed at Dutch Bros Coffee and the National Interagency Fire Center. Fisher Investments serves institutional and private clients worldwide, 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 employs tax-aware and risk management strategies.

Lana Mangold is a CFP® certificant with 44 years of industry experience, currently serving at Cetera. Her prior roles include positions at Sagepoint Financial, OSAIC, and Transamerica Financial Advisors. She also works as an independent contractor giving group presentations for Compsych. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Joel Morrissey Garrett is a financial advisor at Fisher Investments holding a Series 65 designation. He has been with Fisher Investments since 2026 and previously worked in various roles including positions at Transformation Technology Inc and academic institutions such as the University of San Francisco and the University of Hawaii. 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 analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Robert Pace is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Royal Bank of Scotland Nv since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research as well as tax-aware processes.

Lucas Wakamatsu is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Strategic Wealth Partners, Nuuds, and professional baseball teams such as the Chunichi Dragons and the Cleveland Guardians. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Scott Strange is a financial advisor with LPL Financial in Lewisville, TX, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Outside of his advisory role, he is involved in several family-related business interests including partnerships in biotech research firms, commercial real estate, and a CPA firm. 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 financial planning and investment management services through a large network of advisors, using model portfolios, third-party subadvisors, and customized strategies supported by research and operational tools.

Brent Thompson is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Capital Wealth, LLC. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. 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, utilizing proprietary models to create personalized asset allocations predominantly comprised of Vanguard funds and ETFs.

Jacob Noonan is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2025, he held roles at Healix Medical, Smart Power, and the University of Mississippi. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Carson Paull is a financial advisor at Fisher Investments with a Series 65 designation and five years of industry experience. He has worked at Fisher Investments since 2018 and previously held positions at Nationwide Insurance and Play It Again Sports. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee and employs tax-aware strategies alongside various risk management tactics.

Sebastian Silen is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on client relationships through communication and transparency, working closely with clients to understand their priorities and develop plans that align with their goals. Prior to this, he served as President and CEO of Vibrant Wealth Strategies, LLC from 2016 to 2019. His professional experience also includes roles as a Registered Investment Adviser with New York Life, NYLife Securities LLC, and Eagle Strategies LLC between 2015 and 2019, as well as Managing Partner at Modern Woodmen of America from 2010 to 2015. Sebastian holds insurance licenses in Arkansas and California. Outside of his professional work, Sebastian's personal interests include beach activities, family activities, golf, outdoor adventures, skiing, and traveling.

Kevin Boylan is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at The Boylan Group, Fifth Third Bank, Colorado State University, Penske, and Bright Star Academy Schools. 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 process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Zulema Larumbe is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill for 26 years. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Junaid Farooq is a financial advisor at Fisher Investments based in Plano, TX. He holds a Series 65 designation and has experience at firms including Western Asset Management, Deloitte, and First Guardian Capital. 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 diversified portfolios and offers a range of sub-advisory and retirement plan services.

Alexandra Thompson is a Series 65-licensed financial advisor at Fisher Investments with three years of industry experience. She has previously worked at Mariner Finance and Scion Group and has held roles at the University of South Florida and Texas Roadhouse. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and provides sub‑advisory and retirement plan services.

Josh Moore is a Series 65-licensed financial advisor at Fisher Investments based in Plano, Texas, with two years of industry experience. Prior to joining Fisher Investments in 2020, he worked for eight years at Parking Management Services Inc. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios.

Carson Perry is a Series 65 licensed financial advisor at Fisher Investments with three years of industry experience. He has been with Fisher Investments since 2019 and previously held roles at Brigham Young University, the US Travel Association, and Game Face, Inc. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach driven by an Investment Policy Committee that integrates quantitative and qualitative research to construct diversified portfolios while managing risk through various strategies and tax-aware processes.

Michael Di Pasquale is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016 in various roles. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers personalized, algorithm-assisted recommendations through a centralized consulting team.

Tyler Reed is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at TD Ameritrade and was involved with the Iowa Democratic Party and a small business, G.P. Repair. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques tailored to client needs.