William Bowers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has previously worked at BOK Financial/Private Wealth, AXA Advisors, Equitable Advisors, and Merrill. Bowers serves as a board member and coach with the Police Athletic League, a nonprofit organization focused on youth sports. J.P. Morgan Securities LLC 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.

Jamal Morris is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Wells Fargo Clearing, JPMorgan Chase Bank, Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Kevin Coleman is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and concurrently at Bank of America, N.A. since 2015. Outside of his advisory role, he participates in a family-oriented sole proprietorship that involves media and print appearances related to his children. 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.

Cheryl Brown is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. She previously worked for Sunbelt Securities Inc. for seven years and Hewlett Packard Corporation for 21 years. Outside of her advisory role, she manages a separate investment entity known as The Fisher Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including third-party asset management and institutional platforms, supported by extensive advisor resources and a broad suite of financial products.

Timothy Oates is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with UBS Financial Services since 2004. Outside of his advisory work, he is involved in managing a personal real estate property in South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering services such as fee-based financial planning, discretionary portfolio management, and market-making activities.

Kamron Praytor is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been associated with UBS Financial Services since 1999 and Painewebber Inc. since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Zachary Culver is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. from 2016 to 2019. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Hollers is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at Kestra Advisory Services, SVB Wealth Advisory, USAA Financial Planning Services, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Rebecca Baggett is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as a power of attorney in a fiduciary capacity. 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. The firm offers a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aroosa Hamid is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been in the financial industry since 2025 and previously worked at Wells Fargo Bank, nA, and Target. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Adam Straznicky is a financial advisor at Edward Jones in Bastrop, TX, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Outside of advising, he serves as a ceremonial officiant for funerals and weddings and is developing a mobile device application. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and is notable for its extensive national network of advisors and branch offices.

Mark Grafton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Fulton is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial strategies to corporate executives, business owners, and multigenerational families. He focuses on areas including executive compensation, family wealth management, legacy planning, liquidity management, managing new wealth, and small business strategies. His approach is responsive and collaborative, emphasizing active communication and the integration of clients’ broader financial contexts including investments, risks, taxes, liquidity, and debt. Mark holds a Bachelor’s degree from the Texas A&M University System and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). His experience includes helping entrepreneurs at different stages of business development, from growth to succession and sale. Outside of his professional role, Mark has lived in Austin since 1997. He enjoys music, including playing and collecting rock and roll memorabilia, running, traveling, and spending time with his family. He has also been involved in coaching youth sports.

Addison Baez is a financial advisor at Merrill based in Austin, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to Merrill, Baez worked at Bank of America and Equitable Advisors, and spent five years with Arrive Logistics. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Fischer is a Senior Financial Advisor currently associated with Merrill Lynch Wealth Management. He has accumulated 29 years of comprehensive experience in wealth management, dedicating his career to serving high-net-worth individuals, corporate executives, businesses, and families. Samuel's expertise encompasses a wide range of complex financial areas including portfolio management, private market investments, investment banking, concentrated stock management, hedging, monetization, lending strategies, philanthropy, charitable giving, as well as estate and wealth planning strategies. His client focus areas include executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Samuel holds a Bachelor's Degree from Rocky Mountain College. Residing between Bellevue, Washington, and Austin, Texas, he values time spent with his family and community. His personal interests include football, traveling, and yoga.

John Parks is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at JP Morgan Securities from 2014 to 2017 before joining Wells Fargo Clearing in 2017. 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 advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Sanchez is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Sanchez serves on the board of the Central Texas Food Bank, focusing on strategy and governance for the nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Anthony Gizzarelli is a CFP® professional with 11 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including Securian Financial Services, North Star Resource Group, and Minnesota Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes a variety of portfolio strategies and operational tools.

Amanda Hatfield is a Series 66 licensed financial advisor with four years of industry experience. She currently works at Merrill, having joined in 2023, and previously held positions at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Jonathan Greene is a financial advisor at Merrill with a Series 66 designation. He has military experience serving in the United States Army from 2021 to 2025 and attended the United States Military Academy at West Point. Greene joined Merrill in 2026 and is based 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.