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.

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.

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.

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.

Zachary Costa is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for three years. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates using a centralized, research-driven investment process.

Emerson Munoz is a financial advisor at Fisher Investments with a Series 65 credential and over four years of professional experience spanning various roles prior to joining the firm. His background includes positions at Ideal Talent Group, Network Up, and multiple roles connected to the University of South Florida. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and risk management techniques in its portfolio construction.

Mary Smelser is a financial advisor with Cambridge Investment Research Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she serves as a FINRA Dispute Resolution Arbitrator and is involved in buying and selling horses as well as operating a blinds installation business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Khadijah Martin is a Series 65 licensed financial advisor at Fisher Investments with eight years of experience at the firm and a total of five years in the industry. Prior to joining Fisher Investments, she worked at H&K International for two years. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process with tax-aware strategies and manages a significant non-U.S. client base along with extensive sub-advisory relationships.

Graeme Palmersheim is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. His prior work includes roles at Hillcrest, ESP Supply, and Gecho Construction. 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 Policy Committee for portfolio construction and employs tax-aware processes and risk management strategies.

Isabel Finkbeiner is a financial advisor at Fisher Investments with a Series 65 credential and two years of industry experience. Before joining Fisher Investments, she held roles including work with Catholic Campus Ministry at SMU and several positions during her academic career at Southern Methodist University. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and provides tax-aware portfolio management and risk strategies.

Jordan Bowman is a financial advisor at Edelman Financial Engines with seven years of industry experience. He previously worked at Fisher Investments and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term orientation.

Kevin Pittman is a financial advisor with Ameriprise in Prosper, TX, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise since 1991. Outside of his advisory role, he owns and manages a family real estate business and operates Pittman Financial Planning, LLC. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Roman Garbuz is a financial advisor at Fisher Investments with a Series 65 designation and four years of industry experience. He has worked previously at Citizens Bank and JPMorgan Chase & Co., and has been with Fisher Investments since 2021. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment policy committee to manage diversified portfolios with tax-aware and risk management strategies, and it maintains significant sub-advisory relationships and a substantial non-U.S. client base.

Frederic Woods is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several automotive and motorcycle dealerships. Fisher Investments provides discretionary portfolio management for a diverse client base, including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and utilizes tax-aware strategies and defensive tactics to manage risk.