Nicholas Patton is a Series 65-licensed advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at North American Senior Benefits, Metropolis, and Barton Hills Country Club. 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 screening and qualitative research to manage globally diversified portfolios and utilizes tax-aware and risk management strategies.

John Kropf is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and has prior experience at Congressional Bank, Net Jets, National Concession, Dixon Golf, Formaggio, Scioto Country Club, and Canterbury Golf Club. Fisher Investments provides discretionary portfolio management and retirement plan services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Jordan Holloway is a Series 65-licensed financial advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher, he held positions at Aptive Environmental, Papa Murphy’s Pizza, and was involved in parks and recreation services as well as academic roles at Washington State University. Fisher Investments provides discretionary portfolio management to a global client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to manage diversified portfolios.

Peter Engfelt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has four years of industry experience, including roles at Fisher Investments since 2021 and prior positions at NuOrder Technologies, Foreknow Inc, and City Storage Systems. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative screening and qualitative research to construct diversified portfolios and manage risk.

Spencer Haag is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fisher Investments since 2017, following three years at Foresters Financial. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and employs tax-aware strategies alongside defensive tactics to manage risk and portfolio positioning.

Brendan O'Donnell is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. He previously worked at Echo Global Logistics and attended the University of Arkansas. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers a range of sub-advisory and retirement plan services.

Koby Cordova is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management and retirement planning, focusing on helping clients develop personalized strategies to achieve their long-term financial goals. His approach emphasizes understanding each client’s unique perspectives and priorities to deliver tailored financial plans. Born and raised in Albuquerque, New Mexico, Koby brings local insight to his practice and is committed to serving the financial needs of individuals and families in his community. He holds a Bachelor's Degree from the University of New Mexico and earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). As a family person, his work is informed by a commitment to financial security and long-term planning for his clients.

Marlowe Campos is a financial advisor at Fisher Investments with a Series 65 credential. Campos has prior experience in the mortgage industry, having worked at Benchmark Mortgage and Change Home Mortgage. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process and tax-aware strategies to manage diversified portfolios.

Joshua Schmidt is a Series 65 licensed financial advisor with Fisher Investments, based in Plano, TX. He has prior experience at CTD Strategic, Asurion, Puribag Water, and the University of Chicago. Outside of his advisory role, he works part-time in retail warehousing fulfillment at Home Depot. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm manages a range of separate accounts and pooled funds and employs tax-aware strategies and risk management tools.

Richard Lytle is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by machine-learning tools and oversight of substantial discretionary assets.

Philip Bubernak is a financial advisor at Fisher Investments with a Series 65 credential and six years of industry experience. He has worked at Fisher Investments since 2019 and previously held roles at Goldman Sachs and Lockheed Martin. 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 employs a centralized investment process combining quantitative screening and qualitative research to build globally diversified portfolios and utilizes tax-aware strategies alongside defensive tactics to manage risk.

Joshua Hall is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Fisher Investments since 2018 and was previously with First Republic Investment Management, Inc. for two years. Based in Plano, TX, Hall currently serves clients through Fisher Investments. 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 approach combining quantitative and qualitative analysis to construct diversified portfolios and offers a range of services such as sub-advisory and retirement plan management.

Ranee Kent is a financial advisor at Ameriprise in Plano, TX, with six years of industry experience. She holds a Series 66 designation and has prior work history at Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Hul-Ster Roofing LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies. The firm's approach incorporates research, third-party data, and algorithmic tools managed by an internal committee, with enrollment criteria that include minimum investable assets and a focus on Ameriprise-managed assets.

Levi Marsh is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, UniFirst, and Alluvian. Outside of finance, Levi is the founder and operator of Mental Health in Business, a coaching business focused on mental and physical habits for professionals. 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 process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

David Holland is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, USAA Investment Services, and Edward Jones. Outside of his advisory work, he has worked as a courier for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Matthew Hinesley is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and having two years of industry experience. Prior to joining Fisher Investments in 2021, he worked at Northwestern Mutual in 2020 and has held various roles in other industries including positions at Target and Mecklenburg Gardens. 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 integrating quantitative and qualitative research and offers tax-aware risk management strategies.

William Bowles is a financial advisor at Merrill with Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, he holds a power of attorney position for a private entity in Plano, Texas. Merrill, along 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 various model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Leach is a Series 66-licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities since 2018, following a prior role at J.P. Morgan Chase Bank and a year at Abercrombie and Fitch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kurt Petersen is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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, pension plans, corporations, and charitable organizations.

Sara Kula is a Series 65-licensed financial advisor at Edelman Financial Engines with seven years of industry experience. She has worked at Financial Engines Advisors, L.L.C. since 2019 and previously held roles at Edward Jones and Macy's. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolios and a mix of discretionary and non-discretionary management options.