Kristen Chamblee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Kristen works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals. Prior to her career in financial advising, Kristen spent ten years as a classroom teacher and educational administrator, experience that contributes to her approach in setting clear goals and addressing complex issues for her clients. She holds a Personal Investment Advisor (PIA) designation and has earned a Master's Degree from the University of Texas System as well as a Bachelor's Degree from Tarleton State University. Outside of her professional work, Kristen values family time and enjoys attending sporting events, traveling, and watching movies. She is also committed to community involvement through volunteering with local organizations.

Travis Catalani is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential and one year of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2024. Outside of his advisory role, he owns a business involved in firewood, pumpkin, and Christmas tree distribution. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 affiliated brokerage, distribution, and investment management capabilities.

Macie Scholz is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2022, Scholz worked at Vivint Smart Home and held roles at Taco Bell and M Green and Company LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including 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 planning process utilizing firm-approved tools and modeling techniques.

Sophie Atkinson is a financial advisor at Fidelity in Austin, TX, holding a Series 66 designation. She began her advisory career in 2026 after experience at Town Lake Capital Management and involvement with the University of Texas. Outside of finance, she has participated in activities related to Project Gold Running Camp and Aqua-Tots Swim School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Richard Mudd is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including J.P. Morgan Securities and Oppenheimer & Co. Inc. Mudd is based in Austin, TX. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options.

Ashley Malling is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Wells Fargo, she worked at J.P. Morgan Securities for three years. Outside of finance, she has worked with several gig economy platforms including Amazon Flex, Instacart, DoorDash, and Favor. 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, employing more than 14,000 financial advisors, and combines research and analytics with both brokerage and advisory solutions.

David Wright is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking and lending programs.

Durward Mullen is a ChFC® and holds a Series 66 license with 57 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and has a longstanding affiliation with InNet Financial Group since 1999. Mullen is also involved in healthcare cost management through his role as principal of Lower Healthcare Cost LP. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management strategies across multiple custody platforms.

Sean Millington is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Nicholas Riley is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has three years of prior experience in the banking sector with Wells Fargo Bank and Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute along with external sources to support its investment processes.

Ajay Gupta is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 credentials and possessing 10 years of industry experience. His prior roles include multiple positions within Wells Fargo and Texas Capital Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Mark Moore is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 designations and having 37 years of industry experience. He has been with UBS since 1989. Moore serves on the Investment Committee for the Endowment Fund at the Regents School of Austin. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Carlos Sanchez Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in a transportation-related rental property business in Buda, TX. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer financial planning agreements.

Amelia Figueroa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Merrill and Bank of America from 2015 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Jared Hall is a financial advisor at Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Wells Fargo Bank, NA since 2012 and joined Wells Fargo Clearing in 2023. 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, serving clients with tailored investment solutions and acting as an ERISA fiduciary.

Kemp Bromberg is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2014 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a trustee for his deceased mother’s trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and Corporate Financial Planning agreements.

Bailey Lewis is a Series 66–licensed financial advisor with J.P. Morgan Securities, based in Austin, TX, with two years of industry experience. Prior to joining J.P. Morgan Securities, Lewis worked at Dimensional Fund Advisors and has a background that includes time at the University of Texas at Austin and Laity Lodge Youth Camp. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sean Temple is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with a prior role at Fisher Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and manager due diligence to support non-discretionary investment decisions.

Daniel Fruge is a financial advisor at Merrill with 19 years at the firm and three years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is a co-owner of a family rental property in Cypress, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Coiece Pyle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked within various Wells Fargo entities since 2008 and is also involved with Scott's Welding & Fabrication, Inc. Outside of her advisory role, Pyle serves as treasurer for St. Peters Lutheran Church and School and is a part owner of From Thee To We LLC. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.