Sharbel Chartouni is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Maguy Amine is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with J.P. Morgan Securities in Austin, TX. Her career includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Frost Bank. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser services.

Omar Quintanilla is a financial advisor at Merrill based in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Bank of America and Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Fleming is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as multiple positions at the University of Waterloo. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Justin Green is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at LPL Enterprise and The Prudential Insurance Company of America. He has also been involved with Chess In The Schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Sheehy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2006 and joined J.P. Morgan Securities in 2022. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Edgar Gonzalez is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured financial planning process supported by proprietary tools and market simulations.

Jeffrey Brecht is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory role, he serves as a regional director for the Lincoln and Continental Owners Club, overseeing social activities and board meetings. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Jennifer Rodriguez is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Cedar Park, TX. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is a practice manager in administration for Lakes Region Development. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes algorithm-driven analysis and tax-aware withdrawal strategies within a defined investment framework.

Wasana Pangan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial field. Before joining Merrill in 2006, she worked as an economist and analyst for the Central Bank of Thailand. She works primarily with individuals and families focused on preserving, growing, and transferring wealth to future generations. Her client services include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, and socially responsible investing, among others. Dr. Pangan holds a Bachelor's degree in Electrical and Systems Engineering from King Mongkut's Institute of Technology Ladkrabang in Thailand, a Master's degree in Industrial Engineering from Columbia University, and a Ph.D. in Economic Decision Analysis from Georgia Institute of Technology. She is a CERTIFIED FINANCIAL PLANNER (CFP) professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Thai. Based in Austin, Texas, Dr. Pangan lives with her husband Ed and has two adult children. She enjoys cooking, gardening, music, reading, swimming, traveling, watching movies, and spending time with her family. Her approach to financial advising emphasizes truthful advice, responsiveness, understanding the uniqueness of each client, continuous learning, and thorough analysis to help clients achieve their life goals.

Jonathan Sarf is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes roles at Wells Fargo, PNC, Citi, and PNC Investments. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

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.

Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and joined JPMorgan Chase Bank, N.A. in 2024. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brissa Mejia is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.