Austin Butler is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior experience at Allstate, Thrivent Financial, and MainStreet Appraisals. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Charles Hoene is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, also serving City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of internal and external investment managers.

Andrew Grabato is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Northern Trust Securities and Morgan Stanley, where he worked for a decade in various capacities. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Shelley Perez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo, she held roles at JP Morgan Securities LLC, Edward Jones, and Texas Regional Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and offers a broad range of brokerage and advisory solutions.

Antonio Cicelske is a financial advisor with Merrill in Austin, TX, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Best Buy and Strayer University. Outside of his advisory role, he is involved in automotive photography and videography, organizing car events, and works occasionally as a dog sitter. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Godich is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients with college education planning, managing new wealth, personal retirement planning, and retirement income. Steven works to connect clients with the people, plans, and processes that align with their unique ambitions. With a background supported by his Bachelor's Degree from Texas Christian University, Steven holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through Merrill Lynch and Bank of America's banking resources, he provides clients with tools aimed at achieving financial confidence and security. Steven's personal interests include baseball, golfing, pickleball, skiing, and spending time with his family. He emphasizes creating strategies based on what matters to clients and their families to pursue their financial goals.

Jennifer Bass is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2012 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including 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 strategies to clients' goals and risk tolerances.

Chad Salit is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021, following eight years at TD Ameritrade Investment Management LLC and TD Ameritrade, Inc. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure combining advisory, brokerage, and custody services.

Changez Ahmed is a Financial Advisor at Merrill Lynch Wealth Management. He supports accomplished individuals and businesses in building wealth, reducing risk, and planning for the future by developing comprehensive wealth strategies. He focuses on creating personalized plans that reduce risk, optimize tax efficiency, and maximize long-term growth. His areas of expertise include college education planning, corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Changez holds a Bachelor's degree in Economics from the University of Texas at Austin and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates with clients in both English and Urdu. Outside of his professional work, Changez is involved with community organizations such as Habitat for Humanity and participates in organizations including OPEN Houston and the South Asian Chamber of Commerce. He spends his personal time weightlifting, watching films, and enjoying activities with his wife Kaitlyn, an oncology nurse.

Richard Kirsch is a financial advisor at Morgan Stanley in Austin, TX, holding Series 66 and Series 63 credentials with one year of industry experience. His prior roles include positions at Charles Schwab, Aston Carter, Typhoon Texas, University Federal Credit Union, and Round Rock ISD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm‑approved tools.

John Tegtmeier is a CFP® professional with 23 years of industry experience, currently serving at OSAIC since 2023. He has a long tenure at Sagepoint Financial, Inc., where he has worked since 2009. Outside of his advisory role, he is involved in managing a family vacation rental and real estate partnership, including tenant screening and property maintenance coordination. OSAIC serves a broad client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer tailored investment solutions.

Melissa Knippa is a financial advisor with Thrivent Investment Management in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. She has 32 years of industry experience and has been with Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she is a partner and general manager of entities that manage an office building housing her Thrivent branch office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple areas without including implementation or discretionary portfolio management.

Jason Capps is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, bringing 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014. Outside of his advisory role, he serves as a trustee and executor for several trusts and estates. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs including financial and estate planning. The firm employs a structured planning process supported by firm-approved tools and investment committee resources.

Patrick Easter is a financial advisor at RBC Capital Markets in Austin, TX, holding a CFP® designation with 40 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank from 2021 to 2023. Outside of his advisory role, he assists in managing family farm interests through an LLC created to hold inherited assets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies using a range of advisory programs and portfolio management options. The firm combines in-house and third-party investment resources, offering services that include financial planning, custody, and brokerage solutions.

David Saltzman is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes long-term roles at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services, as well as ownership of ECAD LLC. Outside of his financial advising activities, he works as a sports broadcaster. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Shoba Sriaiyer is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Sriaiyer serves as Programs Committee Chair for the Women's Business Exchange of Puget Sound and is on the board of directors for The Youth Development Project Inc., a nonprofit supporting disadvantaged children in India. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.

Peter Prophit is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he manages private wealth transfer trusts that hold and plan to diversify a private company stock position. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor client solutions.

Mallory Gibson Gumm is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2023, with previous roles at MC Investment Services, LLC, CVG Group, LLC, and Harte Hanks, Inc. before entering the financial sector. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tommey Lyons is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Primerica Advisors and Primerica Financial Services, as well as roles in state government agencies in Texas. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Jason Khawaja is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and UBS Financial Services. Khawaja serves in an informal advisory capacity with Meals on Wheels Central Texas, assisting their Finance Committee with evaluation of the Endowment Portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including high-net-worth investors, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets and asset management capabilities.