Matthew Giambelluca is a financial advisor with Merrill in Austin, TX. He holds a Series 66 designation and began his industry career in 2024. Prior to joining Merrill, he had roles with Next-Gen Sports Agency and other organizations, including involvement with athletic staffing and community centers. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Jacob Robertson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at B4 Time Inc and Michiana Neurologic Medicine. 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 options supported by multi-asset model portfolios and a centralized operational structure.

John Mc Coy is a Series 66 licensed financial advisor with Equitable Advisors in Austin, TX. He has one year of industry experience and previously held roles including involvement with the Georgetown Chamber of Commerce and Southwestern University. Outside of his advisory work, he manages a rental property in Georgetown, TX. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions.

Johnathan Plappert is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior positions at Strategic Advisors and Fidelity Brokerage Services LLC. 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Homero Reza Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Primerica Advisors for five years before joining Charles Schwab in 2018. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Isiah Travis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL and Oracle. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services primarily on a non-discretionary basis.

Emily Smyth 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. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Bryan Lawhon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized wealth management strategies that address their individual financial goals and aspirations. Bryan focuses on understanding clients' priorities to create tailored financial plans that encompass aspects such as family wealth management, retirement planning, legacy planning, and tax minimization. Bryan has dedicated his career to financial advising, driven by a passion for investing and wealth planning. He has spent most of his life in Texas and holds both a Bachelor of Arts in History and an MBA from the University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Outside of his professional work, Bryan enjoys baseball, fishing, football, golfing, reading, and spending time with his family. He lives with his wife Katie, their daughter Ellie, and their mini-golden doodle Pippi. Bryan balances his work by supporting his daughter's sporting events and following the Texas Longhorns.

Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Kunkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers over three decades of experience working with high-net-worth individuals, families, and business owners. Edward specializes in personalized wealth strategies that encompass investment management, tax-efficient planning, estate and legacy structuring, and philanthropic advisory. He provides tailored financial solutions to entrepreneurs, corporate executives, and retirees managing complex financial lives. Edward collaborates closely with clients' attorneys, CPAs, and estate planners to ensure alignment across their financial objectives. His approach focuses on simplifying complexity, protecting capital, and supporting long-term success through disciplined and consultative guidance. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from the University of California System. In addition to his professional role, Edward has served on the boards of community organizations such as Any Baby Can and Lifeworks Austin. He and his family have lived in the Steiner Ranch community in Austin since 2006, where he balances his work with personal interests including fishing, football, and golfing.

Taylor Hunter is a Series 66-registered financial advisor at Merrill with six years of industry experience. Prior to joining Merrill, Hunter worked at Wells Fargo, N.A. from 2016 to 2020 and has been with Bank of America N.A. since 2023. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs and discretionary portfolio management supported by a broad platform integrated with Bank of America affiliates.

Cade Bortle is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Greystar, Camp BowWow, Go Wash, Table620, and Smoothie King. Charles Schwab serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Robert Spradling is an advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has less than one year of industry experience, having joined LPL Financial in 2026. His prior work history includes roles at First United Bank and Trust, Charles Schwab, and service in the Texas Army National Guard from 2018 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Darrik Fisk is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. He previously worked at First Command Financial Planning from 2011 to 2021. 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 offers a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Cole Gaches is a financial advisor at Equitable Advisors in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including independent contracting and academic settings. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. 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 large nationwide network of financial advisors.

Jordan Dewitt is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Assurance IQ, and Morgan Stanley. 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.