Sonia Bitar is a financial advisor at Fisher Investments with a Series 65 designation and six years at the firm. She has two years of industry experience and previously worked in retail and manufacturing sectors, including multiple positions at Banana Republic and Lam Research Corporation. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware and risk management strategies.

David Archibald is a financial advisor at Fisher Investments with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, Fidelity, and Summit Global Investments. Fisher Investments provides discretionary portfolio management to a global client base comprising institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative screening and qualitative research to manage diversified portfolios with a range of tax-aware and risk-management strategies.

Jerry Shults Jr. is a financial advisor with J.P. Morgan Securities in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at New York Life Insurance Company and Lyft. Shults has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending investments.

Alexander Leonard is a financial advisor with Fisher Investments, holding a Series 65 designation. He has been with Fisher Investments since 2023, following previous experience at U.S. Bank and other roles. Leonard’s background includes work outside finance, such as at Toxic Wings and involvement with University of Oregon dining services. Fisher Investments serves a global client base of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis, and offers tax-aware strategies and risk management techniques.

Cory Baker is a financial advisor with Fisher Investments, holding Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Fisher Investments, he worked at Edward Jones and spent several years in educational roles at multiple high schools. Fisher Investments serves a global client base including institutions and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that combines quantitative and qualitative research.

Aruna Tummala is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and at Merrill since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kelson Honeycutt is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments, he held positions at AdicetBio and Amazon and has experience teaching English as a foreign language through the Taan Kanik Academy. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that includes quantitative and qualitative research.

Rodney Cunningham is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has been with Fisher Investments since 2006. Fisher Investments serves a global range of institutional and private clients, including pension and profit-sharing plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes, using a centralized investment approach that incorporates quantitative and qualitative analysis along with tax-aware and risk management strategies.

Trevor Tracey is a financial advisor with Fisher Investments, holding a Series 65 designation and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously held roles at VSC Portfolio Investments, Slate & Bow, and the University of Arizona. 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 process combining quantitative and qualitative research and offers tax-aware strategies and risk management techniques.

Miriam Portilla Gomez is a financial advisor with Fisher Investments in Plano, TX. She holds a Series 65 designation and has been with Fisher Investments since 2026. Prior to joining Fisher, she worked at Amazon and LanguageLine Solutions, alongside a period of full-time education. 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 provides sub-advisory, retirement plan services, and separate account management.

Dean Simmons is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining UBS in 2022, he worked at Fidelity Brokerage Services LLC and Rockgate Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Luke Snyder is a financial advisor at Fisher Investments with one year of industry experience. He holds the Series 66 designation and has prior experience at Arvest Wealth Management and Arvest Bank. Outside of finance, he has worked in the food service industry with businesses such as Barrio's Fine Mexican Dishes and Halls Pizza Kitchen. 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 supported by quantitative and qualitative research to construct globally diversified portfolios and manages various accounts including separate accounts and pooled investment vehicles.

Christopher Garcia is a financial advisor with Ameriprise in Plano, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Garcia is involved in several business ventures including a personal car service, a tax preparation firm, and a technology company. He is also a co-founder of a nonprofit organization supporting disabled adults to live independently and serves on the board of the Catholic Music Initiative. Ameriprise offers retirement-income planning services primarily to clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that integrate tax-smart withdrawal strategies and asset management, with a focus on Ameriprise-managed accounts.

Cristina Rich is a financial advisor at Fisher Investments with 12 years of industry experience and a Series 65 license. She has worked at Fisher Investments since 2008, with a one-year tenure at Amazon in between. 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 and offers a range of services including sub-advisory and retirement plan management.

Clifford Mackay is a financial advisor at Fisher Investments with 12 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fisher Investments since 2015. Outside of his advisory role, he is a silent partner in a videography and promotions business called FUNKYMAC VISUALS. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of services including sub-advisory and retirement plan management.

Mark Juckeland is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2013. 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 screening and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Emerson Benko is a financial advisor with Fisher Investments, holding a Series 65 credential. He has one year of industry experience and previously worked at Zoominfo and in the service industry. Fisher Investments serves a global client base ranging from institutional investors to high-net-worth individuals, providing discretionary portfolio management and sub-advisory services. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical strategies.

John Follett is a financial advisor at Fisher Investments in Plano, TX, holding a Series 65 designation. He has one year of industry experience, with prior roles at 49 Financial, Big Country Title, 360 Wealth Management, and Built by Grid, along with five years as a full-time student. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative analysis, with a focus on tax-aware strategies and risk management techniques.

Daniel Arostegui is a financial advisor with Vanguard Advisers in Plano, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Charles Schwab, Edward Jones, Principal Advised Services, and TIAA. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization options.

Diego Montanaro Viquez is a Series 65 licensed financial advisor with Fisher Investments in Plano, TX, bringing one year of industry experience. Prior to joining Fisher Investments, he worked at Targray for three years and Alpine Macro for two years. 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 uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.