Wyatt Mansfield is a financial advisor at Fisher Investments in Plano, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Key Investment Services, and Key Bank. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management with a centralized investment committee that employs quantitative and qualitative research to construct diversified portfolios.

Robert Aday is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Northwestern Mutual, and Edward Jones. 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 combining quantitative and qualitative analysis to construct globally diversified portfolios and employs tax-aware strategies alongside defensive tactics to manage risk and positioning.

Samantha Dunkin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Lilly Belle Market. Additionally, she has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Vinay Pabbathi is a financial advisor at Fisher Investments with two years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. His background also includes roles in educational institutions and healthcare. Fisher Investments serves a diverse client base including institutional and high-net-worth clients, providing discretionary portfolio management with a centralized investment process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques across global equity and fixed-income mandates.

Dusty Tripp is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets Corporation since 2008, with prior experience at City National Bank. Outside of his advisory work, he serves as a director for Grayson County Municipal Utility District No. 6. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Jeff Davis is a financial advisor with Ameriprise based in Frisco, TX, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Haseeb Arien is a financial advisor at Merrill based in Frisco, TX, holding a Series 66 designation with four years of industry experience. His career includes roles at J.P. Morgan Chase and Bank of America N.A. before joining Merrill. Prior to his financial services career, he worked as a tech critic and also has experience in education at Tarrant County College. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Liam Durkin is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2021. His prior work includes roles in insurance, hospitality, and fitness industries. Fisher Investments serves a global mix of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and offers tax-aware strategies alongside sub-advisory and retirement plan services.

Mauricio De La Garza is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 66 designation and has previous experience at JPMorgan Chase Bank, N.A., and First Waste Services. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors, employing a centralized investment process and a variety of risk management strategies across equity, fixed-income, and blended mandates.

Michael Anderson is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses, with nine years of industry experience. He previously worked at Charles Schwab and has a background that includes a brief role with Texas Dreams Gymnastics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sydney Dreyer is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 designation and one year of experience at the firm. Prior to joining Fisher Investments, Dreyer spent ten years working in the education sector. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that utilizes both quantitative and qualitative methods. The firm manages a variety of accounts, including separate accounts and pooled investment vehicles, and employs tax-aware and risk management strategies.

Ethan Pendarvis is a financial advisor at Fisher Investments with Series 65 credentials and one year of industry experience. His prior work includes roles at West Penn Manufacturing Technologies and Saint Francis University. Fisher Investments serves a global client base of institutional and high-net-worth investors, offering discretionary portfolio management and sub-advisory services across diversified equity, fixed-income, and blended mandates. The firm employs a centralized investment process with both quantitative and qualitative analysis to construct tax-aware, risk-managed portfolios.

Nancy Mancilla is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent 11 years at Hilltop Securities Inc. Outside of her advisory role, she is involved in wholesaling real estate, focusing on off-market residential and distressed homes. 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 team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Dennett is a financial advisor with Fisher Investments, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at JPMorgan Chase, US Bank, BMO Bank, and OnPoint Community Credit Union. Outside of advisory work, Dennett owns Dennett Enterprises LLC, a short-term rental business. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm manages a variety of mandates and employs strategies that include tax-aware processes and risk management techniques.

Makayla Bowman is a Series 65 licensed financial advisor at Fisher Investments with four years of industry experience. She previously worked at Resources Investment Advisors, LLC and Destiny Wealth Partners. 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 combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

Austin Freeman is a financial advisor at Fisher Investments with a Series 65 designation and two years of industry experience. Prior to joining Fisher Investments in 2024, he worked in various roles across multiple companies, including Andrews Distributing and AutoNation Ford. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management through a centralized investment approach that combines quantitative screening and qualitative research. The firm manages diverse portfolios with tax-aware strategies and risk management tactics for a broad range of client types.

Austin Hagen is a financial advisor at Fisher Investments with one year of industry experience. He holds a Series 65 credential and has worked previously at Elevate Financial Planning and Wealth Management and CCFBank. Outside of finance, he works as a valet parking attendant. 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 combining quantitative and qualitative research to manage diversified portfolios and offers sub-advisory and retirement plan services.

Sonny Reynolds is a financial advisor at Fisher Investments in Plano, TX, with a Series 65 credential and two years of industry experience. Prior to joining Fisher Investments, he held roles at Vision Solar, Novolyze, and InfinityQS International. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, 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 with qualitative research and implements tax-aware strategies and risk management techniques.

Trevor George is a financial advisor at Fisher Investments with a Series 65 credential. He has been with Fisher Investments since 2023 and has prior experience at firms including Fabiano Castro & Clem, LLP and Ameritech Construction. 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 approach combining quantitative and qualitative research and employs tax-aware strategies alongside defensive tactics to manage risk.

Stewart Matthews is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2020. Outside of financial advising, he has been involved with Primetime Investigations since 2016. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm utilizes a centralized investment approach combining quantitative and qualitative research and employs tax-aware strategies and defensive tactics to manage risk.