Bradden Schmidt is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Shogun Bowl. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth clients, offering discretionary portfolio management across equities, fixed income, and blended strategies. The firm uses a centralized investment approach combining quantitative and qualitative analysis and employs tax-aware and risk management techniques in constructing diversified portfolios.

Sarah Voegelin is a financial advisor at Fisher Investments with nine years of industry experience. She holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates quantitative and qualitative analysis to construct globally diversified portfolios.

Adam Wiener is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He has worked at Fisher Investments since 2021 and previously held positions at Wells Capital Management from 2014 to 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct diversified portfolios, offering tax-aware and risk management strategies.

Maria Perez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Jordan Humble is a financial advisor with Fisher Investments in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill Lynch, Alpha Southern Capital LLC, Northwestern Mutual Investment Services LLC, and Anthony Bussey. 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 utilizes a centralized Investment Policy Committee to guide globally diversified portfolios, employing tax-aware strategies and defensive tactics to manage risk and positioning.

Ben Givan is a financial advisor at Fisher Investments with two years of industry experience and holds a Series 66 designation. Prior to joining Fisher Investments in 2025, he worked briefly at Edward Jones and held various positions outside the financial industry. 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 process combining quantitative and qualitative research to construct diversified portfolios and manages risk using tax-aware strategies and defensive tactics.

Santiago Morales is a financial advisor at Fisher Investments with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2025, he worked at Wells Fargo Securities, LLC from 2021 to 2025. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across equity, fixed income, and blended mandates.

Jonathan Nwachukwu is a financial advisor with Fisher Investments in Plano, TX, holding a Series 65 credential and five years of industry experience. His prior work includes roles at PartsFleet, Bite Squad, Puritan Financial Group, and Rich's Foods. Fisher Investments serves a global client base that includes institutional investors 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 and qualitative analysis, utilizing tax-aware strategies and risk management techniques.

Cynthia Scoggin is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She worked at TD Ameritrade for 20 years before joining Charles Schwab in 2021. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Evan Ball is a financial advisor with Fisher Investments in Plano, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Prudential Insurance Company of America, and Wells Fargo. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equity, fixed income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research, implementing tax-aware strategies and risk management techniques such as derivatives and targeted tax-loss harvesting.

Yanmin Young is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following initial experience at JPMorgan Chase Bank, N.A. beginning in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its investment approach.

Richard Mason is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damian Martorella is a financial advisor at Fisher Investments in Plano, TX, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Allstate Financial Advisors, LLC, Allstate Insurance Co, and Equitable Advisors, LLC. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm uses a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios, employing various risk management strategies such as tax-aware processes, derivatives, and tax-loss harvesting.

Lauren Bristol is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her career in the industry in 2025. Prior to joining Fidelity, her work experience includes roles at Doordash, Inc. and Rhino Medical Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. Its approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Lance Sutton is a financial advisor with Merrill in Frisco, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and New Bath Technologies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Kenneth Fisher is a financial advisor at Fisher Investments with 23 years of industry experience. He has been with Fisher Investments since 1986 and holds Series 63 and Series 65 designations. 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, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized Investment Policy Committee that uses quantitative screening, qualitative research, and a portfolio management system to build globally diversified portfolios, incorporating tax-aware strategies and various defensive tactics.

Donald Goodwin is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and previously worked at Amazon.com, Inc. and Wells Fargo Clearing. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Garcia is a financial advisor at Fisher Investments with two years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group. 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 process combining quantitative and qualitative research and uses tax-aware and defensive strategies to manage risk and positioning.

Joshua Sequeira Tenorio is a financial advisor at Fisher Investments with a Series 65 designation and no prior industry experience. Before joining Fisher Investments in 2025, he worked at Accenture, Soldi Enterprises, and The Results Company. 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 uses a centralized investment approach managed by an Investment Policy Committee and employs tax-aware strategies and risk management tools.

Trevor Pick is a Series 65 licensed advisor with Fisher Investments, based in Plano, TX, and has five years of industry experience. He has been with Fisher Investments since 2015, working continuously at the firm through various roles. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional investors and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative research to manage diversified portfolios across multiple asset classes.