Morgan Lenamon is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, Lenamon worked at FedStar Credit Union and was a student for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services across broad retail and institutional markets.

Trenton Harruff is a financial advisor at Thrivent Investment Management with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Lincoln Financial Network and Lincoln Financial Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on a range of financial topics, with planning services that can be combined with managed-account programs under a consolidated billing option.

Ryan Turner is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and two years of industry experience. His career includes roles at Wentwood Capital Advisors LP and Skybeck Construction LLC, as well as periods of full-time education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ehsan Aref Adib is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has a total of ten years with Wells Fargo Bank, N.A. Outside of his advisory work, he works as a delivery driver for DoorDash and a rideshare driver for Uber. 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 data.

Dillon Sparks is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at PNC Bank, Equitable Advisors, Charles Schwab & Co., Inc., and Accenture. Outside of finance, he is involved in music as a composer, producer, and DJ with Timbres Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and models designed to assist in long-term financial decision-making.

Ronald Riehs is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 27 years of experience in portfolio management, money manager selection, and cash management techniques. He serves wealthy families, non-profit organizations, foundations, and statewide associations, offering personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party strategies. Ron also collaborates with Merrill associates to provide trust, estate planning services, and other wealth management solutions across the United States. Ron began his career as a commercial banker after earning a Bachelor of Business Administration in finance from The University of Texas at Austin and completing a Commercial Major in the three-year Southwestern Graduate School of Banking program at Southern Methodist University. He has held various FINRA registrations to support his work with a diverse client base nationwide. Ron holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His previous roles include serving as an Institutional Financial Advisor for banks, credit unions, mutual funds, and government agencies. Beyond his professional work, Ron serves his community through involvement in educational, religious, and nonprofit organizations, including his church and Manos de Christos. He has held board and committee positions related to planned giving and fundraising for private schools. His personal interests include cooking, fishing, and golfing. Ron is committed to providing transparent, uncomplicated investment solutions and embraces technology to enhance the client experience.

Courtney Walsh is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she partners with the Wealth Management team to provide clients and their families with comprehensive service and holistic financial planning. She has held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided her with experience across various aspects of financial advising and client relationship management. Outside of her professional work, Courtney enjoys spending time at the beach, participating in social events with friends, reading, and practicing yoga.

Zachary Sampson is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Sagepoint Financial and The Mather Group. Prior to his financial career, he was involved with Zuzu's Petals & Gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Zachary Gil Mata is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab, Robinhood Markets, and Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Angus Mcdonald is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, JP Morgan Securities, JP Morgan Chase Bank, and Edward Jones. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluation.

Mark Fisher is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at J.P. Morgan Securities LLC and Atlantic Trust Private Wealth Management. 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 uses structured planning tools to support client strategies.

Laura Bleakley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Annika Coffman is a financial advisor at Morgan Stanley with two years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and JP Morgan Private Bank. Outside of finance, her background includes roles at Sputnik ATX VC, Black Rock Coffee Bar, and Sub-Zero Nitrogen Ice Cream. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Hubert Bays is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at Wells Fargo Bank since 2020 and is involved with The Better Half, LLC. Bays also serves as an independent contractor for Learning Mate, a division of Straive, where he publishes educational materials. 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 approach is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Tester is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He has worked at Wells Fargo Bank, nA since 2023 and has held various roles in the education and service industries prior to his financial career. 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 brokerage and advisory solutions supported by extensive research and analytics.

Andrew Arce is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and MonitorMyRefi prior to his current role. Outside of the finance industry, he was involved with Fridge No More, a separate business venture. 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 applying an ESG eligibility framework in its recommendations.

Tiffany Contreras is a financial advisor at Merrill in Austin, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015 and 2016, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Nash is a financial advisor with Morgan Stanley in Austin, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2024. Outside of his advisory role, he serves on the Board of Directors for the YMCA of Austin, where he is involved in community wellness and youth development initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools, serving clients through a broad array of retail and institutional investment services.

Sean Gourley is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Bank and its affiliates from 2009 to 2022. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Frank Soria is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2010 to 2016 and has been affiliated with Wells Fargo Bank NA since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.