Christopher Wilbur is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. He previously worked at North Star Consultants, Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Temilola Morohunfola 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, Morohunfola worked at Charles Schwab and has held various roles including positions in education and engineering. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a range of investment options and third-party advisory programs.

Abraham Choi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial services industry. Since joining Merrill in 2018, he and his team provide clients with personalized wealth plans, leveraging Merrill’s global investment capabilities and access to banking solutions from Bank of America. Abraham specializes in corporate benefit programs, including equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans, assisting corporate executives in integrating these benefits into long-term financial strategies. His expertise covers a broad range of client needs such as college education planning, family wealth management, international wealth management, retirement income planning, portfolio management, tax minimization, and small business strategies. Abraham’s approach is agenda-driven and goals-based, focused on creating predictability in clients’ financial futures while maintaining a customer-first philosophy. Abraham holds a Bachelor’s Degree from Baylor University and an MBA from Georgia State University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Korean. Outside of his professional work, Abraham is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas organization. His personal interests include adventure sports, basketball, chess, tennis, yoga, and spending time with his family.

Joshua Jasien is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal teams and third-party managers.

Rachel Cassidy is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and previously spent 10 years at UBS Financial Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Noel Thelander is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in this role since 2011, working closely with families to develop personalized financial strategies that align with their long-term goals. Noel adopts a holistic approach, addressing various financial needs including budgeting, saving, investment management, income generation, estate planning, and wealth transfer. He collaborates with clients' CPAs, attorneys, and other professionals to craft comprehensive and appropriate financial plans. Noel specializes in assisting clients through significant life transitions such as marriage, divorce, education funding, career changes, and loss of loved ones. He has particular expertise in engaging women in financial planning and aiding business owners and entrepreneurs in balancing personal and business financial objectives. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Noel holds a Bachelor's Degree from the University of Iowa. Additionally, Noel participates in professional and community organizations including the Dynamic Professional Women's Network, Woodstock Noon Rotary Club in Woodstock, IL, and Woodstock Professional & Business Women. He volunteers with organizations in his community as part of his commitment to the Merrill tradition of community involvement.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at New York Life and Waddell & Reed, Inc. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Kelly Dodd is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 66 designation and has worked with multiple Charles Schwab entities since 2015, currently based in Austin, TX. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Jessie Day is a financial advisor with Merrill in Georgetown, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jessie worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years. Outside of advisory work, Jessie owns Grand Day LLC, a home-flipping business involved in purchasing, renovating, and reselling properties. 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 investment strategies for individual, high-net-worth, and institutional clients.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a licensed notary public and has worked as an actor/extra in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tanu Mehta is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, Mehta worked at Bank of America/Merrill Lynch for 12 years. Mehta serves as a FINRA arbitrator, dedicating time to arbitration hearings within the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by systematic quantitative screens and qualitative research, offering solutions that may include ESG considerations and broader derivatives capabilities.

Kimberly Banesse is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameriprise in various capacities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning for clients approaching or in retirement.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with an emphasis on assets held in Ameriprise managed accounts.

Joseph French III is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supplemented by affiliated research and sub-advisers.

Jacob Khong is a financial advisor with Fidelity Investments based in Austin, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including logistics, retail, and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.