Jon Pettry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Round Rock, TX. He has three years of industry experience and previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Sarah Barajas is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals focused on providing sound financial guidance and outstanding customer service through intentional client connections. Her experience in the financial industry spans several years, including roles as a Senior Financial Consultant at TD Ameritrade from 2019 to 2022, a Financial Advisor at BBVA Securities from 2018 to 2019, and a Financial Advisor at Regions Investment Solutions from 2015 to 2018. Outside of her professional career, Sarah enjoys spending time with friends, attending social events, reading, playing tennis, and traveling.

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Holly Ruckel is a financial advisor with Cetera in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services, among other firms. In addition to her advisory work, Ruckel is involved in horse training, where she serves as a coach and trainer. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, providing advisors with access to both affiliated and third-party investment strategies.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Marc Abello is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Comerica Securities, Inc. for eight years and Comerica Bank for ten years. Outside of his advisory role, he has been involved in real estate ownership in Austin, TX. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm delivers tailored, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis to support clients’ retirement strategies.

Kaila Passey is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she spent over a decade working in the wine industry, including roles at Serendipity Wine Imports and Vinello Wines. Outside of financial advising, she serves as a Wine Society Advisor for the Boisset Collection, organizing wine and dinner events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model with both advisory and brokerage channels to execute client recommendations.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Rangel is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2014 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Jessica Humphreys is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at firms including Yondr, Manhattan Beach Post, TOCA Football, Live Nation, and IMG College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Johnson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments since 2022, Charles Schwab from 2019 to 2021, and USAA Federal Savings Bank from 2012 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and employs algorithmic and AI-driven tools in its investment process.

Christopher Wilbur is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked with North Star Consultants, Minnesota Life Insurance, Securian Financial Services, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology tools.

H Netherton is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a career beginning in 1980, Netherton has over 40 years of experience assisting clients in managing their individual and family wealth through various market cycles. His approach centers on understanding each client’s unique financial goals to develop personalized wealth management strategies that adapt to changing market conditions. He offers expertise in areas including college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Netherton holds the Personal Investment Advisor (PIA) designation and earned an Associate’s Degree from the University of Texas System. A lifelong Austin resident, he follows the tradition of community engagement promoted by Merrill Lynch, dedicating time to volunteering with local organizations. Outside of his professional work, his personal interests include baseball, basketball, fishing, football, golfing, and hunting.

Dirk Van De Graaf is a Wealth Management Advisor with experience supporting a select group of individual and corporate clients. He provides comprehensive financial guidance including investments, estate planning strategies, retirement forecasting and planning, and credit and lending services through Bank of America, N.A. Dirk aims to develop customized financial strategies tailored to each client’s unique circumstances, recognizing the evolving complexities of financial lives today. He focuses on helping clients integrate all aspects of their financial lives to move toward their envisioned futures. Dirk began his career at Merrill Lynch Wealth Management in 1999, bringing perspective gained from navigating various market cycles. His expertise includes college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, individual and corporate investment strategies, and retirement income planning. He holds a bachelor's degree from Saint Olaf College and a high school diploma from Minnehaha Academy in Minneapolis. Dirk maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is actively involved in the community through organizations such as Habitat for Humanity, SWWS Booster President, and Wishes and More.

Elle Yarbrough is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Dimensional Fund Advisors and JPMorgan Chase Bank, N.A. Yarbrough has been involved with organizations including McCombs School Of Business and Alamo Angels. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Abraham Choi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial services industry. Since joining Merrill in 2018, he and his team provide clients with personalized wealth plans, leveraging Merrill’s global investment capabilities and access to banking solutions from Bank of America. Abraham specializes in corporate benefit programs, including equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans, assisting corporate executives in integrating these benefits into long-term financial strategies. His expertise covers a broad range of client needs such as college education planning, family wealth management, international wealth management, retirement income planning, portfolio management, tax minimization, and small business strategies. Abraham’s approach is agenda-driven and goals-based, focused on creating predictability in clients’ financial futures while maintaining a customer-first philosophy. Abraham holds a Bachelor’s Degree from Baylor University and an MBA from Georgia State University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Korean. Outside of his professional work, Abraham is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas organization. His personal interests include adventure sports, basketball, chess, tennis, yoga, and spending time with his family.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.