Nevin Arimilli is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley in 2026, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2023 to 2026. He also has experience connected to the University of Texas at Austin and a role at A Better Exchange Global. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joseph Inskeep is a CFP® professional with 15 years of experience in the financial services industry. He is currently associated with LPL Financial and has held roles at several firms including MWA Financial Services Inc, Modern Woodmen of America, and Ark Financial Advisors. Outside of advisory work, he is the owner of 512 Seasoning Company, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ankita Agarwal is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Ascension Seton Northwest Hospital and Austin Optometry Group. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary strategies and a range of integrated brokerage and custody services.

Kristen Druley is a financial advisor with LPL Financial in Austin, Texas, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Jjmack Group, LLC, Waddell & Reed, and various insurance carriers. She is also involved in non-variable insurance activities as an agent for multiple companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Williams is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Williams serves on the Board of Directors and acts as Treasurer for the LASA Girls Soccer Booster Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Alexis is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alison Reznikov is a financial advisor at Equitable Advisors with securities licenses Series 63 and Series 65 and four years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at Primerica and Convert Wire. Outside of financial services, she was involved with Texas Hillel and Beth Tfiloh Camps. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Gabriel Tranel is a financial professional at Cetera with two years of industry experience and holds the Series 66 designation. He has worked with several Cetera entities since 2023 and previously with Northstar Resource Group. Outside of his advisory role, he assists physicians with disability insurance education and services through a related insurance business. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers discretionary and non-discretionary solutions and accesses a broad network of affiliated and third-party investment managers.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tanner Hout is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Earlier in his career, he was affiliated with Indiana University Kelley School of Business, First National Bank in Olney, and Olney Central College. 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 a non-discretionary advisory model with access to affiliated discretionary SMAs, offering a multi-asset, model-based investment approach supported by research from Schwab Center for Financial Research.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelli Miller is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Ameriprise, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Timothy Bosworth is a CFP® with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life Securities, Inc., and ProEquities, Inc. He operates a financial planning business under the name Treaty Oak Advisors. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ankith Tenneti is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at Life Time Fitness and was engaged in full-time education for over a decade. 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 affiliated discretionary separately managed accounts and offers a range of investment solutions supported by centralized operational systems.

Drew Schneider currently serves as an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has held various positions within the company, including Financial Representative, Trading Execution Representative III, Interim Active Trader VIP Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure at Fidelity Investments, Drew has developed expertise in investment consulting, trading execution, and servicing high net worth clients. His experience spans multiple facets of financial services, allowing him to assist clients in creating and improving their financial plans. Outside of his professional responsibilities, Drew's interests include music, snowboarding, softball, swimming, and tennis.

James Ellison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at CBRE and UBS Financial Services and spent four years at Southern Methodist University. 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.

John Puailoa is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at UBS Financial Services and Wells Fargo Clearing. He serves as a board member and treasurer for Texas Accountants and Lawyers for the Arts, a nonprofit organization focused on art and culture in Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment products.