Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

William Wolf is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Citi and CoreLogic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Amit Battish is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services Inc, Morgan Stanley, and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Linam is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Marble Falls, TX office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Schiller is a CFP® professional with 18 years of industry experience, currently serving with Osaic since 2023. Prior to joining Osaic, he worked for 15 years at Jackson National Life Distributors. He is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of affiliated financial advisors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios with various investment vehicles.

Mylene Barcelona is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona & Associates. She has been working in the financial services industry since 1999. Mylene spends much of her time working directly with clients, conducting research, and developing client portfolios. She works as part of a team to provide clients access to a wider range of resources and perspectives, with the goal of helping clients achieve their financial objectives. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Florida.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, both since 2009. Outside of his advisory work, he co-owns a rental property in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at a large scale.

Rick Fuchs is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners and Raymond James Financial Services. His outside activity includes involvement with PRAETORIAN Private Wealth, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Adam Harz is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Outside of his current role, he has experience assisting with financial planning and marketing outreach for team advisors under the IronBridge Wealth Counsel name. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools and third-party platforms to manage portfolios that may include various asset classes.

Patricia Pie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with seven years of industry experience. She previously worked at Charles Schwab and Wells Fargo Bank, each for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and proprietary tools.

Christopher Ciriello is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He has varied work experience including roles at Frame Amo, H-E-B, and in the music industry with Def Jam Recordings and Universal Music Group. Prior to his advisory career, he was self-employed for five years. Edward Jones is a wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the country.

Duncan Nichols is a financial advisor at Edward Jones based in Marble Falls, TX. He holds a Series 66 designation and has recently transitioned to the financial industry after six years of service in the United States Army. Prior to joining Edward Jones, he also worked at Obannon's and attended Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of financial advisors and branch offices.

David Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Peters is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He has worked at OSAIC and IronBridge Wealth Counsel since 2023. Peters also operates a separate insurance agency, providing education and servicing for life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional accounts, and charitable organizations through a large network of advisors. The firm offers integrated brokerage, advisory, and financial planning services, utilizing a range of investment tools and third-party platforms to construct customizable portfolios.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Nationwide Investment Services Corporation prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Meenal Sharma is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Bowen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Cetera and its affiliated entities since 2019 and previously spent six years at Summit Financial Group Inc. Bowen is a senior financial advisor at Granite Wealth Management, where he focuses on tax management, investment management, retirement strategies, and estate conservation. He is also a 25% owner of HORNFROG LLC, which holds ownership in the office building that Granite Wealth Management operates from. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning solutions, offering both discretionary and non-discretionary account management across various programs and custodial relationships.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.