David Villanueva is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Charles Schwab since 2012 and is also involved in woodworking and videography through his wooden toy-making business and CCIPRO Studio LLC. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its integrated Schwab Wealth Advisory program. The firm provides both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Edward Jones since 2013, including a prior three-year period, and spent five years at BBVA subsidiaries from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, 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.

Jacob Arnold is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Baylor University, Greenstar Power, Jumpp Logistics, and Favor, interspersed with periods as a stay-at-home dad. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Travis Knapp is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley and its affiliated entities for over a decade. Outside of his advisory role, he is involved in church leadership as a board member of the Lake Travis Methodist Church and owns Knapp Ventures LLC, a design business focused on travel-related products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Rychlik is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a prior role at MetLife Securities. Outside of his advisory work, he serves as president of a local board, where he provides leadership and guidance on events and fundraisers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm utilizes detailed client information and firm-approved analytical tools to deliver written recommendations as part of annual financial planning engagements.

Vlad Bahrencu is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at RSI, Inc. and Club Corp - Lost Creek Country Club. Outside of his advisory role, he is the managing member of BuildUP Investments, a real estate investing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Mark Kritzer is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, institutions, and corporations across the United States. He brings over 30 years of experience to his role, guiding clients through complex financial decisions and helping them develop customized portfolios aligned with their unique goals and risk profiles. Mark’s approach centers on understanding each client’s concerns and aspirations, allowing him to craft tailored strategies for wealth preservation, growth, and distribution. Throughout his career, Mark has developed expertise in portfolio design, retirement strategies including 401(k) plans, trust and estate planning services provided through Bank of America Private Bank, 529 education plans, charitable giving strategies, and access to credit and lending via Bank of America, N.A. He integrates a client's investment portfolio within a broader context of financial planning, offering coordinated services that address cash flow, tax considerations, and long-term wealth transfer. Mark earned a bachelor’s degree in Finance and Real Estate from the W.P. Carey School of Business at Arizona State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mark resides in Austin, Texas, where he enjoys baseball, basketball, football, golfing, and traveling. He is also active in community volunteering, reflecting the Merrill tradition of service in the communities he serves.

Chris Moyseos is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 license and 17 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association, and previously worked at Modern Capital Securities Inc. and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment platform. The firm manages approximately $2.74 trillion in client assets and provides tailored planning services supported by firm-approved methodologies.

Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Portman is a financial advisor at Wells Fargo Clearing with 55 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Old Austin Neighborhood Association, focusing on preserving neighborhood integrity. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates a structured planning process that includes firm-approved tools and modeling techniques.

Jessica Arenivar is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held positions at Bird and LensCrafters. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custodial and operational structures.

Nicklaus Sabb is a financial advisor with LPL Financial in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Triple N Management LLC and has a background that includes roles associated with Baylor University, 2020 Family Vision, Texas Movie Bistro, and education at Canyon Ridge Middle School and Vandegrift High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and diverse investment options.

Bianca Lindsey is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 1994 and holds professional designations including CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). Bianca completed the Longevity Training Program at The University of Southern California, Davis School of Gerontology, and earned a Bachelor of Business Administration degree from Kaplan University. Her areas of focus include college education planning, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and tax minimization. Bianca is originally from the Pacific Northwest and enjoys connecting with clients on a personal level. Outside of her professional work, Bianca is involved with community organizations such as Austin Pride, HAMM, and Meals on Wheel. Her personal interests include biking, cooking, gardening, music, and spending time with her family.

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Michael Krumholz is a Financial Advisor at Merrill Lynch Wealth Management and a member of the OAKS Wealth Management Group since 2022. He works alongside a team with over 80 years of collective experience, providing clients with personalized wealth management strategies tailored to their individual financial goals. Michael's focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. An Austin native, Michael holds a Bachelor of Science degree from Tulane University. Prior to his career in financial advising, he spent six years as a math and science educator in Houston, a background that continues to influence his approach to client relationships. Michael holds the Personal Investment Advisor (PIA) designation and values integrity, openness, and transparency in his professional interactions. Michael is involved in the community through participation with the Shalom Austin Jewish Foundation. Outside of work, he enjoys spending time with his family, traveling, and watching movies.

Adam Ulatoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with comprehensive financial strategies encompassing retirement planning, risk and tax minimization, insurance considerations, and wealth transfer strategies. Adam's approach centers on outcomes and goals, continuously adapting client strategies according to changes in their life circumstances and investment preferences. Adam graduated from the University of Texas in 2008 and completed his football career with the Longhorns in 2009 as an All-American and Academic All-American. He joined Merrill Lynch Wealth Management in 2012. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Adam is married to his wife Emily and has two sons, Evan and Daniel. He enjoys sports, music, cooking, and spending time with his family. Adam is involved in his community as an active board member of the Neighborhood Longhorns Program, volunteers with the NFL Alumni to assist local children, and helps prepare meals for families at the Ronald McDonald House of Central Texas.

Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anne Morgan Salpeter is a financial advisor with LPL Enterprise in Austin, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of finance, she has been involved with AMusin Entertainment, Inc. for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and a range of brokerage and insurance products. The firm provides investment advice primarily through its network of investment adviser representatives who utilize LPL’s research, model portfolios, and third-party strategists.