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.

David Dire is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and offering 30 years of industry experience. Prior to joining LPL Financial in 2023, he worked at UBS Financial Services for 15 years and Citigroup Global Markets for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors across various strategies.

Grayson Hopper is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Bank of America and Merrill. Outside of his advisory work, Hopper is involved in youth soccer administration and refereeing in South Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Patrick Dendy is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with IMG Financial Group since 2009 and transitioned to Cetera in 2023. Outside of advisory roles, he is also involved in fixed insurance sales as an agent and owns a holding company. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Stephen Ross is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to joining Charles Schwab, he worked at Capital Group and Dimensional Fund Advisors. He also has a background as a professional musician and continues to receive royalty payments from songwriting. Charles Schwab 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 integrates multi-asset model portfolios and alternative investments in its client offering.

Daniel Noce is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at Fidelity Investments since 2021, as well as prior experience at Big Y Foods and Central Connecticut State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios comprising mutual funds, ETFs, and ETPs.

Michael Priede is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent and a partner at MPSW Enterprises LLC, which focuses on auto and home capital strategies, and serves as a trustee for his stepchildren’s trust. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved tools and delivers recommendations without investment discretion.

Jae Yang is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has one year of industry experience. He is also president of Jae Jin Yang, CPA, PC, an accounting firm he founded in 2013. In addition to his advisory role, he manages J Plus Asset Management, LLC, providing financial planning and wealth management services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations, offering financial planning, asset management, and educational seminars.

Eric Vo is a financial advisor at Merrill Lynch Wealth Management based in Austin, TX. He specializes in assisting high-net-worth clients and those experiencing significant financial events, such as retirement, business sale, or inheritance. Eric employs a comprehensive approach to wealth management that encompasses retirement income, wealth preservation, legacy planning, and personal wealth analysis to address the full spectrum of his clients' financial needs. Eric holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor™ (AWMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Houston System in 2018. With proficiency in both English and Vietnamese, Eric focuses on delivering customized, strategic financial guidance grounded in integrity and collaboration. Outside of his professional work, Eric is involved with community organizations such as Ascend Austin and the Austin Asian Community Health Initiative. His personal interests include badminton, camping, cooking, golfing, music, rock climbing, traveling, and volleyball.

Yifan O’Connor is a financial advisor with J.P. Morgan Securities in Leander, TX, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Chase N.A. and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Robert Flores is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2007, including time at Axa Advisors, LLC. He has 19 years of industry experience. Flores serves as vice president of finance for the Ingleside Education Foundation and holds board memberships with the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses risk assessment to match clients with advisory program models or discretionary managers, leveraging both proprietary and third-party investment solutions.

Michael Grindle is a CFP® professional with 27 years of experience in the financial industry, all of which have been spent with Edward Jones. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Ashley Caples is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, she worked at Charles Schwab & Co., Inc. and has experience in mortgage services and health care. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and advisor-facing technology tools.

Miguel Davila Penaloza is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His background includes roles at Edward Jones, Meta Inc, and Apple Inc. He is based in Leander, TX. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melinda Kaiser is a financial advisor with LPL Financial based in Austin, TX, holding Series 63 and Series 65 credentials and having 27 years of experience in the industry. She worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. 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 wide range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial products and support tools.

Jon Garcia is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where he has worked since 2012. He has 14 years of industry experience. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational platform.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert F. Escudero is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He provides clients with access to the investment resources of Merrill and the banking services of Bank of America to address various aspects of their financial lives. He designs and implements customized wealth management strategies aimed at helping clients and their families pursue personal financial goals while managing investment risk. Robert has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2020. His areas of expertise include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor designation. He earned a bachelor's degree in Economics and completed an Accredited Certificate Program from Pepperdine University. Robert is involved in the community through Habitat for Humanity in Williamson County and maintains connections with Pepperdine University organizations such as the Pepperdine Rugby Club and Sigma Phi Epsilon - Cal Psi Chapter. His personal interests include cooking, gardening, hiking, spending time with family, and traveling.

Mark Drinnan is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and planning tools to support its financial planning process.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James & Associates and U.S. Capital Wealth Advisors, among others. He is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and investment strategies supported by proprietary research and technology, with a notable scale of operations including over 22,800 advisors and more than $819 billion in discretionary assets.