John Erickson is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Edward Jones in 2024, he worked for American Funds and American Funds Distributors Inc from 2004 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brissa Mejia is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Her previous work includes positions at Vista Equity Partners and C.R. Wannanaker Law PLLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model with both advisory and brokerage/insurance channels.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, Axa Advisors. Outside of his advisory role, he serves as a board member of Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Jared Barnes is a financial advisor at Ameriprise with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and the San Diego Gulls Hockey Club. Barnes is also involved with Your My Boy Blue LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Bank of America, Charles Schwab & Co., Inc., and 49 Financial, as well as work in education and hospitality. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies aimed at individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Williams is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Before entering the financial sector, he spent 21 years with Campus Crusade for Christ. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Carlos Chinchilla is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2015 and at Charles Schwab Bank, SSB since 2021. Charles Schwab & Co., Inc. serves a large client base, 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 employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Austin Locklear is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting entrepreneurs and families with comprehensive financial strategies aimed at protecting, growing, and transferring their wealth. His client focus areas include college education planning, family wealth management strategies, legacy planning, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Austin holds a bachelor's degree from Texas A&M University and a master's degree from the Seattle School of Theology & Psychology. He is licensed as a Life Accident and Health Insurance Agent and holds FINRA Series 7 and 66 registrations. Fluent in English and Spanish, Austin is committed to building strong relationships with his clients to help them address critical financial decisions. Originally from Dallas, Texas, Austin attended Trinity Christian Academy. He currently resides in West Austin with his spouse and three children and enjoys golf in his personal time.

David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, INC. Outside of his advisory role, he owns and operates David Ackel Auctions, a business active since 1989. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management options and utilizes various investment strategies supported by in-house and third-party research.

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jay Laflair is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Outside of his financial advisory work, he owns and operates a batting cage where he provides baseball lessons to children on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and utilizes structured discovery processes and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Mark Thannisch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, he serves as CEO of HCT Cattle Company, an agricultural business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and institutional consulting, with capabilities including public finance and municipal services.

Laura Mitchell is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of her advisory role, she manages Your My Boy Blue LLC, where she coordinates client events and handles various operational and administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor retirement income plans, with a focus on assets held in Ameriprise Managed Accounts.

Michael Truss is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation. He has worked at Edward Jones since 2022. Prior to his current role, he was employed at Laurie's Cafe and has experience in community roles with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Rachel Jensen is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 2008. Jensen serves as a director of Spearfish Investments, Inc., a corporation associated with the franchise Office Evolution, where her spouse serves as president. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers various model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Ryan O'hare is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked as an independent contractor and has experience in various roles including at SThree and several educational institutions. Outside of finance, he has been involved with Squirrel Island Village Corp. in multiple capacities. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of ongoing client relationships.

Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.