Melissa Strilka is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client goals.

Landon Marino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate ventures, including land acquisition and subdivision through his privately owned company Fortress Builders. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, offering a broad range of investment and financial services.

Melanie Dunn is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and DexYP. Outside of her advisory role, she owns an LLC related to a residential real estate property. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and provides multi-asset model portfolios supported by research and alternative investment options.

Brett Bellcase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Katherine Morsbach is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a co-owner of a water, fire, and mold restoration business in Northwest Austin, though she is not involved in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Darrell Rupert is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax, 1st Global Advisors, and operated his own firm, Rupert Wealth Advisors, LLC. He volunteers providing pro bono financial coaching to widows and widowers through WINGS FOR WIDOWS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.

Brian Wiese is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Candace Stone is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brian Hammersley is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 credential and 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Zachary Scoggin is a financial advisor with Wells Fargo Clearing in Bee Cave, Texas, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides retirement plans with consulting, discretionary investment selection, and education services, utilizing research from Wells Fargo Investment Institute and third-party databases.

Dina Slaibi is a financial advisor at Edward Jones in Lakeway, TX, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020, excluding a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Knuffke is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Barton Associates and Pruco Securities LLC. Outside of his advisory role, he is involved in a non-variable insurance agency related to his business at LPL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Holland Austin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. Prior to his current advisory role, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved planning tools in their process.

Zahra Baldwin is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and the Fashion Institute of Design and Merchandising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Kip Harris is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Harris is also the owner of Capital Wealth Advisors, LLC, a financial advisory firm based in Bee Cave, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services that cover various specialized needs and optional implementation through its brokerage or advisory programs.

Graham Heck is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Steward Partners Investment Solutions, Praetorian Wealth Management, Raymond James Financial Services, and Wells Fargo Advisors. He is based in Bee Cave, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Noralee Meeks is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1996. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Casey Moss is a financial advisor at LPL Financial based in Austin, TX, holding a Series 66 designation with one year of industry experience. He has been involved with AVEC Enterprises LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

William Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 2006. He also operates Mitchell & Associates Wealth Management LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Ryan Ruppert is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at T Rowe Price and Kemper Health, as well as experience in property consulting and hospitality. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.