Laurie Ross is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Merrill since 2000, with a brief period at Bank of America and other firms in 2017 before returning to Merrill in 2017. Outside of her advisory role, she is also involved with InstaCart. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Jason Connally is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has worked at Dell Inc. since 1998. Outside of his advisory role, he serves as Chair of the Finance Committee for BOOKSPRING in Austin, TX. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporations, and municipal entities, offering both non-discretionary advisory services and institutional consulting.

William Harless is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at US Tech Solutions Inc, Wells Fargo Clearing Services LLC, and Virginia Tech. He also has experience outside finance, having worked at Sharkey's Rib and Wing Joint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.

Evan Yeakel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at various Charles Schwab entities for nearly two decades. Outside of advising, he is registered as a notary in Cedar Park, Texas. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with access to insurance products and third-party asset management.

Zachary Champine is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Favor and the Old West Christmas Light Fest. He also serves as the administrator of his father’s estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple advisory platforms and offering both discretionary and non-discretionary asset management options.

Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated structure that includes custody, brokerage, and cash-sweep services.

Dane Crick is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and having less than one year of industry experience. His prior experience includes roles at MWA Financial Services, Modern Woodmen of America, as well as positions outside of finance in the hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research from both internal and third-party sources.

Brian Wiese is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Candace Stone is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses, and has 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, and is noted for its involvement in municipal and public finance alongside an extensive affiliate network that supports integrated custody and product sourcing.

Brian Hammersley is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney LLC since 2013. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. 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.

Zachary Scoggin is a financial advisor with Wells Fargo Clearing in Bee Cave, Texas, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides retirement plans with consulting, discretionary investment selection, and education services, utilizing research from Wells Fargo Investment Institute and third-party databases.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Frank Netherton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Dina Slaibi is a financial advisor at Edward Jones in Lakeway, TX, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020, excluding a one-year period of unemployment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenny Cox is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he manages his personal family trust. 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 incorporating an ESG eligibility framework in its recommendations.

Joshua Knuffke is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Barton Associates and Pruco Securities LLC. Outside of his advisory role, he is involved in a non-variable insurance agency related to his business at LPL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Binh Nguyen is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 25 years of industry experience and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2002. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gloria Spencer is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment strategies and client portfolio management. Ms. Spencer earned her bachelor's degree from the University of Houston. Her role focuses on providing tailored financial advice to clients, drawing on her knowledge and experience in wealth management.

Holland Austin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. Prior to his current advisory role, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved planning tools in their process.