Grace Freund is a Series 66 licensed financial advisor with LPL Financial in Austin, TX, with one year of industry experience. Prior to joining LPL, she worked at The Walt Disney Company and has experience in catering and retail markets. She studied and worked at Purdue University for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options supported by technology tools.

Nicholas Vandermolen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Pruco Securities LLC and Henderson Selections LLC. Fidelity, through its Strategic Advisers LLC unit, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

William Chism is a financial advisor with J.P. Morgan Securities in Round Rock, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Marcus Geisler is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2017. Prior to that, he was employed by Pappadeaux for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Taylor Mosley is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, with prior experience at Park Avenue Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Anthony Divalerio Jr. is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and associated with Morgan Stanley Private Bank, N.A. since 2015. He also serves as a trustee and co-trustee for trust entities in Pennsylvania. Morgan Stanley Wealth Management offers a diverse range of advisory programs to both individual and institutional clients, combining financial planning with investment and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Colby Boyle is a CFP® with two years of industry experience, currently with Wells Fargo Clearing. He previously worked at Charles Schwab and has diverse background experience including roles at Academy Sports and Outdoors and Sky Ranch Christian Camps. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Gardner is a financial advisor with Ameriprise Financial Services LLC in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual written recommendations and tax-aware strategies for clients approaching or in retirement.

James Herrin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and Higginbotham, and has a background that includes multiple periods of full-time education and experience at The Orvis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Dustin Smith is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates for 15 years prior to joining Ameriprise. 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 retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

M Tyer Jr. is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Kingstone Condo Association. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, emphasizing assets held in Ameriprise Managed Accounts.

David Petersen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2013 and associated with Charles Schwab bank since 2015. Outside of his advisory role, he serves as CEO of One Day LLC, a company involved in hotel and lodging businesses. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

William Young is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates William D. Young, LLC and serves on the board of the Beachwalk Homeowners Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm delivers these services through a centralized consulting team that partners with advisors like Young to produce tailored, non-discretionary recommendation reports.

Kevin Douglas is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, following a period with Axa Advisors. Outside of his advisory work, he serves as a board member and treasurer for the Epilepsy Foundation Central & South Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across various asset classes, including mutual funds, ETFs, and select alternative investments.

Robert Sandoval is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and comprehensive asset management.

Paul Hargrove is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ashley Pigg is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, she was involved with Austin Boutique Rentals from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Juan Carlos Cortez is a financial advisor with J.P. Morgan Securities in Round Rock, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked in various roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bank of America N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative analysis and incorporates a range of eligible investment strategies.

Dawn Ornelas is a financial advisor with Equitable Advisors, holding a Series 66 credential and currently based in Austin, TX. She has 22 years of industry experience, including multiple tenures at Equitable Advisors and prior roles at Fidelity Investments. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching to appropriate investment models.

Christopher Staton is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Prior to his financial career, he taught at Georgetown and Cedar Park High Schools. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model-driven investment strategies across mutual funds, ETFs, and ETPs.