Victor Ruiz Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of finance, he has worked with Ritual Relax and Cr38tiv Cinematics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and offers services on a non-discretionary basis.

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.

Kathryn Stull is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Her professional experience at Fidelity began in 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. In her capacity as a financial consultant, Kathryn focuses on building strong client relationships by understanding their financial needs and collaborating on tailored financial plans. Her approach emphasizes client confidence and long-term engagement in managing their financial futures.

Dharam Gunnia is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including PayPal Inc. and Insight Global. His career also includes involvement with entrepreneurial ventures such as Amrut Farms LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates unaffiliated asset managers and utilizes a tiered wrap fee structure for its services.

Jaryd Hartzell is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has served as a lacrosse referee since 2024. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing over $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a service model that combines analytical planning tools and portfolio recommendations delivered on a non-discretionary basis.

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.

Gage Dahmann is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 10 years. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business with minimal operational involvement. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Dustin Mc Cain is a CFP® and holds a Series 66 license, with 10 years of industry experience, all at Edward Jones since 2016. He is based in Cedar Park, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Baird is a CFP® and ChFC® with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership interests in several investment-related entities with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Edward Aoshima is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and CUSO Financial Services. In addition to his advisory role, he serves as a Premier Banking Relationship Manager at University Federal Credit Union. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

David Dormady is a CFP® with 37 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2023, and previously held a position at Sagepoint Financial, Inc. since 2009. Dormady is also a member of Dormady Financial LLC, a business related to his advisory activities. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Nancy Hanson is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Robert Frazier Jr. is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored solutions and acting as an ERISA fiduciary when providing investment advice.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. His other business activities include various outside insurance roles. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

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.

Reagan Holly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Holly worked at Charles Schwab and has experience in both financial services and other sectors including produce and warehousing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios and serves a range of investors with discretionary and non-discretionary advisory solutions.

Isioma Medua is a Financial Advisor at Merrill Lynch Wealth Management specializing in family wealth management, liquidity management, personal retirement planning, tax minimization, and supporting women and new wealth creators. She brings over 20 years of experience in the financial industry, including five years as a financial advisor, focusing on helping clients navigate major financial transitions and align retirement plans with long-term goals. Isioma primarily serves clients approaching significant liquidity events such as retirement, inheritance, career transitions, or business sales, as well as executives with concentrated stock positions. Isioma holds a Bachelor's degree from the University of Benin, Nigeria, and a Master's degree in Financial Management from Robert Gordon University in Aberdeen, UK. She has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Fluent in English and Igbo, Isioma also serves as President of the Austin chapter of the Association of Nigerian Women Entrepreneurs and Professionals (ANWEP), demonstrating her commitment to community involvement and professional development. Outside of her professional role, Isioma enjoys spending time with her family, reading, traveling, hiking, cooking, running, watching movies, and writing. She dedicates time to financial literacy initiatives and community empowerment, including serving as a Better Money Habits Champion at Bank of America and leading Bible studies.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and concurrently at Bank of America and Merrill since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, compared to many institutional advisors.

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.