Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at HD Roofing and as a student at Texas State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage channels to meet client needs.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.

Zachary James is a financial advisor with Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley, he worked for PIMCO Investments LLC and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using established tools and offers a range of investment and advisory solutions.

Jason Hoffman is a financial advisor with Merrill based in Austin, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and Equitable Advisors. Outside of finance, he has worked at Augusta National Golf Club and Halls Chophouse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bonnie Perkins is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill. Perkins took a one-year break from the industry before returning to Raymond James & Associates in 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Gary Hassenfratz is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Cetera and its affiliated entities since 2000. He serves as executor of the Charles Hassenfratz estate. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across various program structures and manager options.

Kelly Hamlet is a financial advisor with the Markoff Hamlet Group at Merrill Lynch Wealth Management. In her role, she and her team develop personalized wealth management strategies tailored to the needs and goals of their clients. Kelly's focus areas include corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports & entertainment. Kelly began her career in financial services in 2013 following her graduation from Florida State University with a bachelor's degree in finance. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, she maintains FINRA Series 7 and 66 registrations. Kelly lives in North Austin with her husband and twin boys. In her personal time, she enjoys reading, traveling, spending time with her family, and engaging in craft projects.

Jordon Jellison is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Jellison is also the owner of Jellison Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Eisenmenger is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise and its predecessor firms since 1994 and holds a Series 63 designation. Outside of his advisory role, he consults with financial advisors on practice transitions through Succession Path, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning and written recommendation reports focused on tax-aware withdrawal strategies and dependable income sources.

Trinity Penny is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2020. Prior to her financial services career, she was involved in homeschooling for 11 years. Penny also receives compensation for sales and referrals related to mortgage loan products, home security, automation, and other home-related services from affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by unaffiliated asset managers and offers a range of portfolio options with custody and trade execution through BNY Mellon Advisors and Pershing.

Meagan Recinos is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2008. Outside of her advisory work, she is involved in sourdough baking and teaches related classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Marcos Morales is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Austin, TX. He has been with J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Hailey Whitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Hailey worked for McLANE COMPANY, INC. from 2016 to 2021. Outside of her advisory role, she is involved as a Beachbody Coach, supporting health and fitness efforts among friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

John Elder is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously spent time at AXA Advisors, LLC and Expert Relocation Systems. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Arthur Zeitz is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Kia Conwell is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and PFS Investments Inc since 2004. Outside of her advisory role, she is involved with Kyle Parks and Recreation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

Adam Gafken is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and operates out of Lakeway, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

John Ard is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1994 and also has experience in banking, bringing over 26 years of expertise in financial services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification since 2006 and became a Portfolio Manager in the Merrill Investment Advisory program in 2009. In this role, he manages Personalized or Defined Strategies for clients, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. John's professional focus encompasses a wide range of services including education planning, executive compensation, family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He provides both advisory and portfolio management roles to his team's clients. John earned a Bachelor's degree from Lamar University. He is involved with community organizations such as the 100 Club of Central Texas, Austin Sunshine Camps, and the Young Men's Business League. His personal interests include adventure sports, cooking, music, spending time with family, and traveling.

Teresa Finney is a financial advisor at Raymond James & Associates with 44 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Raymond James since 2011. Outside of her advisory role, she is a co-managing manager and co-owner of 360 Shoal Creek Interests LLC, a business based in Austin, Texas. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and consulting services.