John Harrell is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he is an author of a work titled "Killing My Father Then Finding Him." Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, acting as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Tyler Zurek is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. 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.

Shamarr Prentice is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Frost Brokerage Services, Frost Investment Services, Bank of America, and Merrill. He is based in San Antonio, TX. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Karishma Yadlapalli is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMORGAN Chase Bank, Hudson Edge Investment Partners, and Firstbank. She attended the University of Texas at Austin. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Clete Wegner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge since 2016 and also operates Clete Wegner & Associates, which he founded in 2002. Outside of advising, Wegner is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory through a large network of independent financial professionals, offering various portfolio management and model-based solutions tailored to client objectives.

Calvin Faison is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliated entities since 2016. Outside of his advisory role, Faison is involved in the food and beverage industry as an owner and partner in two local businesses and operates a personal training service in Austin, TX. 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 an ESG eligibility framework in their investment approach.

James Barton is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Salome Han is a financial advisor with Wells Fargo Clearing based in Austin, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at Wells Fargo Bank and various retail companies. 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 provides both brokerage and advisory solutions.

Stephen Riebe is a financial advisor with UBS Financial Services in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm operates both as a broker-dealer and a futures commission merchant, integrating institutional trading capabilities with wealth management services.

Jake Masso is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has concurrent experience with JPMorgan Chase Bank NA since 2012. 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. The firm delivers these advisory services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremy Hannon is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 and has prior experience at Caprae Capital Partners and roles in education and automotive services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by firm-approved tools and modeling techniques.

Dung Quach is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved in a family-owned restaurant business, HAO-Q Asian Kitchen, for over two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm’s distinctive features include its registration as a commodity pool operator, advisory roles for multiple registered investment companies, and use of advanced AI methodologies in research.

Todd Hasie is a financial advisor at Morgan Stanley with credentials including Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers investment solutions alongside broader retail and institutional services.

Kayla Portillo is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at OutboundEngine by Elm Street Technology and various short-term roles in staffing and service industries. Outside of finance, she operated an Etsy shop, Alright Art Co, from 2019 to 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Ronny Knight is a financial advisor at LPL Financial with 54 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Knight is registered with the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Jennifer Hardy is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 22 years of industry experience. She has worked at Merrill since 2019 and previously spent seven years with Crestone Securities LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelby Phillips is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Shelby served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative from 2023 to 2024. Shelby assists clients in building financial plans tailored to their individual goals, focusing on educating clients about their options to support informed decision-making regarding their finances.

Colin Nicholson is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He focuses on developing personalized wealth management strategies that address clients' complete financial pictures and adapt to changing market conditions. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Colin holds a Bachelor’s Degree from Towson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He applies the investment insights from Merrill alongside the banking and lending solutions available through Bank of America. Outside of his professional role, Colin is involved in community volunteering, supporting organizations such as the Austin Humane Society and Central Texas Food Bank. He enjoys spending time with his family and pursuing personal interests including golfing, hiking with his dog Miles, watching football, boating, fishing, baseball, and exploring the restaurant scene in Austin.

Sorush Abboud is a CFA® charterholder based in Austin, Texas, with 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the University of Texas - McCombs School of Business Texas Venture Labs and is involved in mentoring entrepreneurs through Techstars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering comprehensive financial planning and wealth management services supported by structured planning tools and a variety of advisory programs.

Amanda Kunish is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. She leads a team of financial professionals dedicated to assisting clients in achieving their financial goals through quality planning and partnerships. Amanda has extensive experience at Fidelity Investments, having served as Assistant Branch Manager from 2019 to 2021 and as Team Leader from 2012 to 2019. Her roles have involved leadership responsibilities and client-focused financial advising. No additional information regarding Amanda's education, credentials, personal interests, or community involvement has been provided.