Jason Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank. Outside of his advisory role, he has ownership in a personal trading LLC alongside his involvement in Ryder Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s approach includes a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Tom Frith is a Series 65 licensed financial advisor at Fisher Investments with five years of experience at the firm. His prior work includes one year at AMR, four years at Oregon State University, and six years at Tualatin High School. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment process with a focus on tax-aware strategies and risk management.

Ingrid Morgan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2013, including its predecessor entity, with a brief tenure at Amazon in 2020. Outside of finance, she has experience in the hospitality industry through her work at Crowne Plaza North Hotel. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Troy Bonner is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2007 to 2020 before joining J.P. Morgan Securities in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emmanuel Allende is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. His prior roles include positions at The Home Depot, Massachusetts Mutual Life, Allied Universal, Dial America, and Lincoln Financial Advisors Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party management teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Wulf is a financial advisor at Fisher Investments based in Plano, TX, holding a Series 65 designation with four years of industry experience. He has worked at Fisher Investments since 2018, with prior roles at ONEMAIN FINANCIAL and TARGET. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, supported by a centralized Investment Policy Committee that uses quantitative and qualitative research to construct diversified portfolios.

Nicholas Yurcho is a financial advisor at Fisher Investments with three years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2020. Prior to joining Fisher, he worked at Mockingbird Marketing and Philadelphia Sports Club, and attended Penn State University. 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 that incorporates quantitative and qualitative research to construct diversified portfolios while applying tax-aware strategies and defensive tactics.

Kyle Mann is a Series 65-licensed advisor at Fisher Investments with one year of industry experience. Prior to joining Fisher Investments, he worked at Bruckner's Truck & Equipment and Industrial Power Truck & Equipment. 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, and implements tax-aware strategies along with risk management techniques.

Trinidad Salinas is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Salinas previously worked at Charles Schwab and LPL Financial. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that employs proprietary methodologies and models. The firm manages a large client base through a combination of digital platforms and advisory teams, focusing on portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Andreina Mundarain is a financial advisor at Fisher Investments with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Outside of her advisory role, she serves as a board director and treasurer for a homeowners association in Portland, Oregon. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, utilizing a centralized investment approach that combines quantitative and qualitative analysis to manage globally diversified portfolios. The firm serves a broad range of clients including pension plans, foundations, and high-net-worth individuals.

Jonathan Biedermann is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. His previous roles include positions at Gina Biedermann DDS, Shielded Security, and various other companies across different sectors. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee that integrates quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Jeremy Scott is a Series 65-licensed financial advisor with Fisher Investments in Plano, TX, where he has worked since 2019. He has one year of industry experience and previously worked at International Graphics & Nameplate and Washington State University. Fisher Investments serves a global client base including institutional and high-net-worth investors, offering discretionary portfolio management with a centralized investment policy process that employs quantitative and qualitative methods to build diversified portfolios.

Lauren Behrens is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Investments for two years before joining Fisher Investments in 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and risk management strategies.

Justin Goldberg is a Series 66-licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Bank of America/Merrill Lynch for 19 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Andrew Scarmardo is a financial advisor with Vanguard Advisers, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Vanguard entities since 2016 and previously spent one year at Equitable Advisors. 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 using proprietary models to create personalized asset allocations, managing a large number of client relationships through its digital platform and extensive advisor team.

Harrison Molter is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2022. Prior to his advisory role, he had experience in the food service industry and attended the University of Oregon. Fisher Investments serves a global clientele that includes institutional and private clients such as pension plans and high-net-worth individuals. The firm manages discretionary portfolios across various asset classes using a centralized investment policy committee and incorporates tax-aware strategies and risk management techniques.

William Rice is a financial advisor at Fisher Investments in Plano, TX. He holds a Series 65 designation and has experience with Marotta Wealth Management and S&P Global Market Intelligence. He also worked in the climbing industry before entering financial services. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.

Chris Brefeld is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior roles include positions at Trajan Wealth, L.L.C., LPL Financial, and the Bank of Springfield. Brefeld holds the Series 66 designation and is based in Plano, TX. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors and high-net-worth individuals, using a centralized investment process that combines quantitative and qualitative research with tax-aware strategies and risk management techniques.

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 the Series 63 and Series 65 credentials and has prior experience at JP Morgan Securities LLC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.