John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a non-discretionary program where clients retain final decision-making authority.

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.

Spencer Staples is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Traffix Inc and Arrive Logistics. His background also includes four years at the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Gary Knight is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing advanced wealth management and financial strategies tailored to accomplished professionals, upper-management corporate executives, and owners of successful privately held companies, each with a minimum account size of $1 million. He focuses on developing long-term relationships, serving as a primary source of wealth management advice through regular reviews and goal-oriented planning that integrates all aspects of his clients’ financial lives. Gary’s expertise encompasses asset allocation and wealth preservation, integrative wealth management planning, investment consulting, tax minimization, estate planning, stock option analysis, concentrated stock strategies, lending and liability management, charitable planning, business valuation and succession planning, as well as executive retirement and deferred compensation strategies. He collaborates with a team of specialists to deliver goals-based, customized advice and disciplined investment approaches aimed at fulfilling his clients' unique financial circumstances. He earned his Bachelor of Business Administration from the University of Texas at Austin in 1990 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, along with credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Gary volunteers in his community and enjoys spending time with family and friends, as well as engaging in sailing, snow skiing, fly fishing, hiking, and exploring food and wine.

Mark Kaye is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at UBS Financial Services. 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 including tailored financial planning, employing structured discovery processes and firm-approved tools to assist clients with their financial goals.

Christopher Dregits is a financial advisor with Edward Jones in Lakeway, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Ryan Guillen is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked for nine years at Deloitte Consulting LLP. He holds the Series 66 designation and is based in Austin, TX. 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, institutional and pension plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Littleton is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at H-E-B Grocery Company for five years. 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 individuals, high-net-worth clients, and institutions.

Leslie Mcentire is a financial advisor at Morgan Stanley with 26 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 centralized custody and operational infrastructure.

Zachary James is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at PIMCO Investments LLC for six years and held roles at NatAlliance Asset Management LLC, NatAlliance Securities LLC, and RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Bonnie Perkins is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Raymond James throughout her career, including a brief period as a homemaker. Raymond James & Associates, Inc. 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 comprising individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Hassenfratz is a financial advisor at Cetera with 36 years of industry experience. He has been with Cetera Investment Services LLC since 2000 and with Cetera since 2014. His credentials include Series 63 and Series 66 licenses. Outside of his advisory work, he serves as executor of the Charles Hassenfratz estate and holds power of attorney for his parents' Morgan Stanley accounts. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors, employing a multi-manager platform with both discretionary and non-discretionary program 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.