Han Bunch is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Isaac Espinoza is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Isaac has a Bachelor's Degree from the University of Texas at Rio Grande Valley. His role focuses on providing financial advisory services within Merrill Lynch Wealth Management.

Pamela Lafferty is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range 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 firm-approved tools and modeling techniques.

Isabel Helal is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles outside the financial industry, such as positions at Joi Asian Bistro and involvement with the UT Football Team. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Marcus Hernandez is a financial advisor at Merrill with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Bank of America, Edward Jones, Northwestern Mutual, JPMorgan Chase, and Charles Schwab. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Kinberly Urieta is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Tucker Watson is a Series 66-registered financial advisor with J.P. Morgan Securities in Austin, TX, with three years of industry experience. He has held roles at various organizations including Platform Venture Studio and Acutec Precision Aerospace. Tucker is also an owner and limited partner of a real estate holding company, Smith, Watson and Watson, Limited. 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. The firm’s services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Khan Kammerer is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2014. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Rosenthal is an Investment Consultant at Fidelity Investments, where he partners with clients to help build financial plans aimed at achieving their goals. He focuses on assisting clients in making educated financial decisions. Matthew has progressed through various roles at Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, and CRA from 2021 to 2022. This experience has contributed to his understanding of investment consulting and client relationship management. Outside of his professional work, Matthew has interests in baseball, movies, outdoor adventures, and traveling.

Marguerite Gibbons is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Her prior work experience includes roles outside of finance at Oak Hill Eye Care and various food service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios delivered to intermediary platforms.

Peter Berardino is a financial advisor with Mass Mutual Investors Services based in Austin, TX. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at MetLife Securities and Metropolitan Life Insurance Company. He serves as Grand Knight for the St. Martin de Porres Knights of Columbus council, leading local faith and fundraising activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm focuses on annual financial planning engagements that utilize firm-approved software and collaborative goal analysis.

James Kelly is a financial advisor with Cetera Investment Advisers LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been associated with Cetera since 2006 and has operated his own firm, Jim Kelly Incorporated, since 2009. Outside of his advisory work, he teaches yoga classes and serves as vice president of the Capital of Texas Enrolled Agents, a nonprofit organization focused on education for enrolled agents. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program structures and access to both affiliated and unaffiliated third-party money managers.

Dreux Hargus is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 16 years of industry experience. His prior roles include nine years at J.P. Morgan Securities and J.P. Morgan Chase Bank, and seven years at BB&T Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

Anthony Serrano is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at the Department of Treasury - Internal Revenue Service and Wells Fargo Bank, NA. Serrano also has experience in the food service industry, having worked at Laredo Taco Company and The Railroad Seafood Station. 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 over 14,000 advisors, manages approximately $671 billion in assets, and offers a combination of brokerage and advisory solutions supported by research and analytics.

Paulene Rhenee Rodriguez is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at both Merrill and Bank of America since 2007. Outside of her advisory role, she is a part-time property owner in Austin, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard De La Garza is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Oppenheimer, Momentum Independent Network Inc., and Hilltop Securities Inc. He is also involved with YaYa Ranch LLC, a business entity used for tax and investment purposes outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Pearson is a financial advisor with Fisher Investments based in Austin, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Samuel Duckett is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Prior to his career in finance, he worked at Beyondsoft Consulting, Inc. for four years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Andrea Bustamante is a financial advisor with Edward Jones in Cedar Creek, TX, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Security Service Federal Credit Union from 2011 to 2017. 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 through a large network of financial advisors and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shannon Willy is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2003. Outside of her advisory role, she serves as an executor for a non-investment related entity in Brownwood, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.