Abran Soria is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding individuals, families, and business owners through important financial decisions. He focuses on family wealth management strategies, personal retirement planning, and small business strategies. Abran works closely with clients to understand their unique circumstances and goals, providing personalized portfolio strategies and ongoing advice to support their long-term financial objectives. He holds a Bachelor's Degree from Texas State University - San Marcos and a Master of Business Administration (MBA) from the University of Texas - Tyler. Abran has earned the Personal Investment Advisor (PIA) designation. Fluent in both Spanish and English, he emphasizes education, communication, and building lasting relationships as key components of effective financial planning. Outside of his professional role, Abran enjoys biking, drawing/sketching, fishing, music, reading, running, soccer, spending time with his family, and engaging in home improvement projects. He values connecting with his community and staying informed on industry developments that affect investors and business owners.

Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. Charles Schwab & Co., Inc. 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 multi-asset model portfolios supported by proprietary research.

Daren Truax is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals and families in the greater Austin area. Originally from Beaumont, Texas, he holds a Bachelor's Degree from the Louisiana State University System and is a Personal Investment Advisor (PIA). He specializes in family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Daren works closely with clients to understand their priorities and develop strategies to pursue their financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. Daren is involved with professional and community organizations such as the LSU Austin Alumni Association and Samaritan's Purse. Outside of his professional role, his personal interests include baseball, drawing/sketching, fishing, gardening, genealogy, golfing, hunting, reading, and spending time with his family.

William Bowers is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with 12 years of industry experience. His prior work includes roles at BOK Financial/Private Wealth, AXA Advisors, Equitable Advisors, and Merrill. He serves as a board member and coach for the Police Athletic League, a nonprofit focused on youth sports. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Jamal Morris is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Wells Fargo Clearing, JPMorgan Chase Bank, Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Kevin Coleman is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and concurrently at Bank of America, N.A. since 2015. Outside of his advisory role, he participates in a family-oriented sole proprietorship that involves media and print appearances related to his children. 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 and profit-sharing plans, corporations, and charitable organizations.

Cheryl Brown is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Sunbelt Securities Inc for seven years and Hewlett Packard Corporation for 21 years. Brown also operates a separate investment entity called The Fisher Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Timothy Oates is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his advisory work, he is involved in managing a personal real estate property in South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering services such as fee-based financial planning, discretionary portfolio management, and market-making activities.

Kamron Praytor is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with UBS and its predecessor Painewebber Inc. since 1999. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Zachary Culver is a Series 66-licensed advisor with J.P. Morgan Securities in Austin, TX, with 10 years of industry experience. He previously worked at Goldman Sachs & Co. before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. 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. Its advisory process combines quantitative screens and qualitative research to build model asset allocations, with offerings that include derivatives and commodities capabilities.

Jennifer Hollers is a financial advisor at LPL Financial with 21 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior experience includes roles at Kestra Advisory Services, SVB Wealth Advisory, USAA Financial Planning Services, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of advisory strategies supported by technology and a broad network of over 22,900 advisors.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Baggett is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2008. Prior to that, she was with Kestra Investment Services and Valic Financial Advisors. Outside of her advisory role, she holds a fiduciary power of attorney position. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Aroosa Hamid is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been in the financial industry since 2025 and previously worked at Wells Fargo Bank, nA, and Target. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Joseph Himelick II is a financial advisor with Cetera who holds the ChFC® designation and the Series 66 license, and has 43 years of industry experience. He has held roles at VOYA Financial Advisors and owns Himelick Financial Group LLC, a financial services firm. Outside of advisory work, he is an independent insurance agent and owns a farming operation focused on hay harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

Mark Grafton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. 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 solutions. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Mark Fulton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial strategies to corporate executives, business owners, and multigenerational families. He focuses on areas including executive compensation, family wealth management, legacy planning, liquidity management, managing new wealth, and small business strategies. His approach is responsive and collaborative, emphasizing active communication and the integration of clients’ broader financial contexts including investments, risks, taxes, liquidity, and debt. Mark holds a Bachelor’s degree from the Texas A&M University System and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). His experience includes helping entrepreneurs at different stages of business development, from growth to succession and sale. Outside of his professional role, Mark has lived in Austin since 1997. He enjoys music, including playing and collecting rock and roll memorabilia, running, traveling, and spending time with his family. He has also been involved in coaching youth sports.