Natalia Borziak is a Series 66-licensed financial advisor with 18 years of industry experience, currently working at Morgan Stanley since 2021. She previously held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and the expertise of specialized groups such as Estate Planning Strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Debbie Leach is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. 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 and financial planning services using structured processes and firm-approved tools.

Charles Grimes Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2012. Prior to that, he was with Merrill from 2001 to 2012. 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 including customized financial planning supported by a structured discovery process and proprietary tools.

Jason Sadeghbeigi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup, Bank of America, Merrill, and J.P. Morgan. 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 advisory programs supported by structured discovery tools and a range of investment products.

Stephen Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent seven years with DFA Securities LLC and Dimensional Fund Advisors. J.P. Morgan Securities provides institutional consulting services to clients such as 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 services on a non-discretionary basis while managing conflicts through established policies and disclosures.

Julie Leggett is a financial advisor at LPL Financial with 24 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at Kestra Financial Services from 2016 to 2018. She holds Series 63 and Series 66 registrations. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

David Reisen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2024. Prior to this, he was self-employed for seven years and has experience with Indeed. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC, where he has worked for three years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kenneth French Sr. is a financial advisor with Edward Jones in Horseshoe Bay, TX, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. French also serves as a board member of the Victoria Lay Person Pension Board, where he participates in setting investment policy for a retirement fund. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Paul White is a CFP®-credentialed financial advisor with Edward Jones, based in Marble Falls, TX, with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is the sole owner of a business office in Fredericksburg, TX. 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 and investment solutions, operating under a fiduciary standard.

Daniel Arrington is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously was with Summit Financial Group Inc. Outside of financial services, Arrington operates a fishing guide business in Texas and serves on a memorial scholarship selection committee. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Courtney Walker is a financial advisor with LPL Financial in Austin, TX, holding CFP® and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Walker spent over a decade at JP Morgan Securities, LLC. 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 provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Donna Lopez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. since 2003. Outside of her advisory role, she is an independent contractor for Avon Products Inc. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Andrew Fraser is a financial advisor with LPL Financial who holds a Series 66 designation and has 10 years of industry experience. He has been associated with LPL Financial since 2016 and also operates Martin Wealth Management. In addition to his advisory work, Fraser is a commissioned Notary Public in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by LPL Research and third-party resources.

David Andrus is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Barton Creek Investment Advisors since 2012 and has operated Andrus Investment Management, Inc. since 1998. Outside of financial advising, he manages two mineral royalty interest businesses, DWA Minerals, LLC and ELE Energy, LLC. Barton Creek Investment Advisors is an independent firm based in Austin, TX.