Elmhurst, IL Office

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. 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 across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Tyler Melby is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on assisting clients with holistic wealth planning strategies, including tax-efficient investing, risk assessment, and retirement planning. Tyler aims to help clients develop personalized financial playbooks tailored to their individual goals and needs. Tyler's experience at Fidelity Investments spans several roles since 2021, starting as a Financial Representative, then serving as an Investment Consultant from 2021 to 2023, before advancing to his current position in 2023. This diverse background has contributed to his comprehensive approach to financial consulting. Outside of his professional work, Tyler enjoys board games, fitness, golf, outdoor adventures, traveling, and parenthood.