Rey Garza is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Charitable Gift Planners of Austin. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Joseph Croshaw is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Mass Mutual in 2017, he was associated with Croshaw Group LLC from 2013 to 2017. Outside of advising, he is involved in life, health, and property & casualty insurance sales as a licensed agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning through ongoing, collaborative relationships using firm-approved software and offers asset management, wrap programs, and educational seminars.

Melissa Moreno is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she is an owner and partner of Jetta Realty LLC, a company established to receive Airbnb rental income. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

George Soulayrac is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Favorite Health Care Staffing and Thrivent Financial. Soulayrac was also involved with an online venture, Businex, LLC, which was never operational. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Owen Bybee IV is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Amarillo National Bank and BOC Bank. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Meyers Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. He has also been affiliated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

James Austin is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Austin owns a retail and online store business based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside guidance from its Global Investment Committee.

Julie Almendral is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Meadows Mental Health Policy Institute for seven years. Almendral has also been involved with the Texas Democrats and has experience as a self-employed consultant. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Brewer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 1994 to 2023. Brewer is also the sole proprietor of Tumbleweed 5 LLC, a property management business in Austin, Texas. 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 incorporates structured planning tools and various investment services.

Charissa Sokol is a Financial Advisor at Merrill Lynch Wealth Management who works with individuals and families to navigate significant financial decisions. She provides personalized wealth management, investment guidance, and retirement planning strategies that align with each client's goals. Charissa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in Oklahoma with eight siblings, Charissa developed an understanding of the importance of planning and opportunity, which informs her approach to financial advising. She focuses on areas including liquidity management, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Charissa partners with clients to align their wealth with their values and long-term objectives. Charissa earned a High School Diploma from El Reno High School and an Associate's Degree from Redlands Community College. She is a member of the Chickasaw Nation and participates in community organizations such as Any Baby Can and Central Texas Food Bank. Outside of work, she enjoys music, reading, and spending time with her family.

Austin Weber is a financial advisor with Equitable Advisors in Georgetown, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm operated as Axa Advisors LLC. Outside of his advisory role, Weber serves as a consultant for Texas Benefit Alliance, an independent insurance brokerage firm. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Edward Deutschlander is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an author of multiple books and serves on several nonprofit and educational boards, including the American College of Financial Services Board of Trustees and the Macalester College Board of Trustees. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Amanda Minter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Investment Centers of America for 10 years and at Dovetail Wealth Management, LLC for 3 years. Outside of her advisory role, Minter is a co-owner of One Hand Knives LLC and occasionally serves as a Notary Public for her clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.

Daniel Shieldkret is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals and focuses on building a culture of trust for clients and associates to improve the lives of clients throughout Western Washington. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2003. His career progression includes positions such as Assistant Branch Manager, Vice President Financial Consultant, Financial Planning Consultant, Investment Representative, and Financial Representative. Outside of his professional responsibilities, Daniel has personal interests that include baseball, concerts, fitness, golf, parenthood, and traveling.

Brian Sauer is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Inspire Investing, LLC, Alliance Wealth Strategies, LLC, and Thrivent Investment Management. Sauer was also involved with Northlake Church for three years. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large nationwide network of financial advisors and branch offices.

Jessica Targett is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Outside of her advisory role, she works part-time as an assistant to an officer at NuSpine Chiropractic in Leander, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market scenario modeling.

Jennifer Salmon is a financial advisor at UBS Financial Services with 22 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held a position at Morgan Stanley from 2015 to 2017. Jennifer holds the Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Adam Kurak is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Alexandria Rosa is a financial advisor with LPL Financial in Austin, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Her prior roles include positions at Charles Schwab and Space Cables LLC, as well as community involvement with Lake Travis United Methodist Church. LPL Financial is a national network serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Pamela Staples is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at Bank of America and Merrill for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory work, she is involved in an investment-related activity as the sole proprietor of a rental property business in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.