Andrew Fenske is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Charles Schwab and prior work in the food service industry with Lamorinda Pizza, as well as involvement in full-time education. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody services.

Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 proprietary tools and analysis.

Megan Lundberg is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and eight years of industry experience. She has been associated with Bank of America and Merrill since 2010. Outside of her advisory role, she is a general partner and managing member of Belmont Homestead LLC, where she is involved in selling chickens and farm produce in Virginia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tanisha Walter is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she models sports equipment and clothing for Shop LC and serves as a mentor for youth involved with The Colours Program, a nonprofit organization. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kerrington Bigsbee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, Bigsbee held roles including involvement with Indiana University’s Business is Global Program and Ernst & Young LLP. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that incorporates both quantitative and qualitative research.

Ronald Medaris Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and Merrill for 8 years. Outside of his advisory role, he serves as executor for his father-in-law’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an investment approach grounded in research, analytics, diversification, and modern portfolio theory.

Jordan Nolden is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Kasasa and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Taylor is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Leander, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor serves as Treasurer on the Sterling Athletic Booster Board. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jack Cramer is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he spent two years at Austin Subaru and operated an apparel design business, Patchwork Soul LLC, from 2020 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Cruise is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Bank, N.A. since 2016. Based in Austin, TX, his career has been focused within the Wells Fargo organization. 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, leveraging research from Wells Fargo Investment Institute and third-party sources.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alex Knoll is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked at DoorDash, Carvana, and Starbucks Coffee Co. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory, custody, and order-routing arrangements.

Luke Ellis is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Elefos, and Snap-On Tools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Andrew Poole is a financial advisor at J.P. Morgan Securities based in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Lido Advisors, Bluespring Wealth Partners, and Albertsons Companies, Inc. He has also been involved with the Kappa Alpha Theta Fraternity Housing Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a broad range of strategies, including derivatives and commodities capabilities.

Herbert Rhodes IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Based in Austin, TX, his career has been focused within Morgan Stanley's operations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.

Cody Draves is a financial advisor at Edelman Financial Engines in Austin, TX, holding a Series 65 license with six years of industry experience. His work history includes multiple roles at Edelman Financial Engines and its predecessor firms, as well as positions at Canoe Intelligence and SS&C Technologies. 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 diversified model portfolios with periodic rebalancing and a long-term investment orientation.

Irosca Prado Jarquin is a financial advisor with Merrill, holding a Series 66 designation and based in Austin, TX. She has experience working at Bank of America, Merrill, Axiom Bank, HR Block, and ACE Cash Express. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saida Volpe is a financial advisor with J.P. Morgan Securities based in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Gary Solka is a CFP®-certified financial advisor with 15 years of industry experience, currently working at Wells Fargo Advisors since 2023. He previously spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is significantly involved with Vision Wealth Group LLC, where he is a majority owner and actively engaged. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory options.

Nathan Malone is a CFP® and holds a Series 66 license with Charles Schwab, where he has worked since 2009. He has 20 years of industry experience, including self-employment since 2001. Outside of his advisory role, he works as a disc jockey for swing dances in the Austin and San Antonio areas. 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 multi-asset investment approach supported by centralized operational and custodial services.