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.

Kevin Mccabe is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2008. He holds Series 65 and Series 66 licenses and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base including institutional and high-net-worth investors. The firm employs a centralized investment policy committee to manage diversified portfolios, using quantitative and qualitative research alongside tax-aware and risk management strategies.

John Tovar is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade Inc. for 12 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

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.

Gene Johnson is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials. Previously, he worked at TD Ameritrade and Grubbs Infiniti. Outside of his advisory role, he operates an online retail sales business primarily through eBay. Charles Schwab serves a broad client base, focusing on high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized operational infrastructure.

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.

Erik Strong is a financial advisor at Fisher Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services for seven years. His background also includes roles outside the financial sector, such as positions with Western Governors University and The Church of Jesus Christ of Latter-Day Saints. Fisher Investments serves a global client base that includes institutional and private investors, 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 diversified portfolios and employs tax-aware and risk management strategies.

William Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked across multiple Fidelity entities since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

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.

Michael Lewis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at TD Ameritrade for nine years before joining Schwab in 2022. Outside of his advisory role, he works as an independent contractor for a business called A Closer Look, where he visits and reviews locations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Zachary Costa is a financial advisor at Fisher Investments with five years of industry experience. He previously worked at The Vanguard Group and was self-employed before joining his current firm. 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 and qualitative research.