Ronald Ciani is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and Raymond James Financial since 2009. Outside of his advisory role, he owns and operates Ciani Financial, which provides tax planning, preparation, and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Dorothy Jones is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company and Verizon. In addition to her advisory role, she owns Wisdom Wealth, LLC, where she provides consulting, public speaking, and life coaching services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Matthew Taheri is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, BBVA-affiliated companies, and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and centralized custody and brokerage services.

Robert Brewer is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Bank of America and Merrill Lynch. Outside of finance, his prior experience includes roles at Golf Live Corp, Holy Kombucha, and Big Easy Bucha LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client outcomes.

Austin Bult is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022, following prior roles at Equitable Advisors and in digital marketing. Outside of advising, he is CEO of CuratePro, a business developing AI tools to generate and schedule article summaries for LinkedIn. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated custody and brokerage platform.

Mandy Savage is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Ameriprise for 25 years before joining OSAIC and then LPL Financial. Outside of her advisory role, she operates as a notary public and is involved in the sales and servicing of fixed insurance and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from internal and third-party sources.

Logan Lepe is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2025. Prior to this, he was with Cuso Financial Services, LP for 12 years and has been involved with University Federal Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Adam Gerrie is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and has a bachelor's degree from the University of Texas System. Adam transitioned into financial advisory after a career in Event Marketing at YETI. He brings an analytical mindset and a relationship-driven approach to his work, focusing on helping clients achieve their long-term financial goals. He is a member of Merrill Lynch and is based in Austin, where he lives with his wife, Brooke.

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Ruchir Elhence is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Equitable Advisors since 2017, including time at its predecessor AXA Advisors, LLC. Prior to his advisory career, he was employed at Gerson Lehrman Group and attended the University of Texas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Andrew Ely is a financial advisor with J.P. Morgan Securities in Austin, Texas. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Company, Florida Financial Advisors/Trinity Wealth Securities, and the Ohio University Bursar Office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. Charles Schwab & Co., Inc. serves a large client base of 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 uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Larry Quick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Raggio is a financial advisor at Ameriprise Financial Services, LLC, holding Series 63 and Series 66 securities licenses. He has less than one year of industry experience, with prior roles at Charles Schwab & Co., Inc. and The Michaels Organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Julia Coffey is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Austin, TX. She has seven years of industry experience and has held roles at Edward Jones and Baylor University. Additionally, she serves as Vice President of Master Networks in McKinney, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Ty Robben is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Private Bank. He has also worked in the Chicago Mayor's Office and in university catering. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery conversations and firm-approved tools.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Kathryn Caldwell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 designations and previously worked at LPL Financial LLC and II Technology, LLC, as well as ESPN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations.

Jordan Allen Coles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked in education and the service industry, including roles at TopGolf Austin and Priority Roofing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advice and access to affiliated discretionary separate managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing operations.

Erika Greathouse is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and also assists Dr. Barbara Shaw Alford with bookkeeping and credentialing tasks. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investment options.