Ashley Brunson is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill Lynch since 2006. Outside of her advisory work, she is employed as a bartender for a service called Cocktails 4 U in College Station, TX. 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.

Anders Rasmussen is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Wells Fargo Clearing since 1986. Outside of his advisory role, he owns a collectibles buying and selling business in Martindale, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Abigail Sutterman is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley and its related entities prior to joining Merrill and Bank of America. Outside of her advisory work, she owns and operates a clothing design business based in Austin, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies with customization options and supports clients through custody and account administration services.

Michael Taylor is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Morgan Stanley and its related entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Katelyn Murff is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. Her previous roles include eight years at Morgan Stanley and more recent positions at Merrill and Bank of America, N.A. Outside of her advisory work, she briefly operated a print-on-demand clothing business under Check My Spelling LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hollis Jefferies is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jefferies is a co-owner of Bull and Bear Ranch, a cattle operation in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Babak Haghighi is a financial advisor with Fidelity Investments in Austin, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at The Vanguard Group, Wells Fargo Bank, and PNC Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Dennis Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for 11 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erdener Bekar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Bekar is the sole owner of a rental property in Maxwell, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kelly Rutherford is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the Round Rock High School Band Booster Board in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bryant Wilson is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked with Bankers Life and operated several business ventures including Index Insurance Solutions, LLC and an adult financial education service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using a variety of portfolio management and advisory strategies.

Jennifer Scroggins is a financial advisor with OSAIC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with OSAIC since 2018 and previously worked at Jhfn Sii from 2012 to 2018. Outside of her advisory role, she is the creator of The Bee Suite, a community group of female professionals focused on strategizing, collaboration, and education in various fields. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Ryley Marker is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including PPB Capital Partners and Group One Trading. Marker has also been employed outside the financial sector in roles at Publicis Health Media and Chick-fil-A. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joseph Wallace is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work history at Equitable Financial Life Insurance and various other companies. Outside of finance, he has worked at Schlitterbahn Waterparks and The Washtub. 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 in its investment recommendations.

Lena Bartolotti is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked with Northwestern Mutual for two years and attended the University of Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Winnette is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a beneficiary of inherited mineral rights related to oil and gas royalties. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Mitchell Boyd is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Gerson Lehrman Group and other organizations. 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 combines fundamental research with quantitative analysis and systematic portfolio construction, using algorithmic methods and oversight to manage a range of model portfolios.

Sarah Calure is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Sandra Jarman is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at The Well Creative Productions and BKD, LLP. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Heather Cruice is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Private Bank, NA from 2015 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process that incorporates an ESG eligibility framework. The firm offers non-discretionary services with clients retaining final decision-making authority.