Jay Gerrie is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management in Austin, Texas. He joined Merrill in 1992 and specializes in creating integrated wealth plans and financial strategies for high net worth individuals and families. Jay focuses on developing strategies tailored to each client's unique needs and risk tolerance, recommending appropriate investment vehicles to help achieve their financial goals. Jay has built an advisory practice centered on trust and integrity, leading a team committed to providing a superior client experience. His group coordinates with clients' other advisors, including attorneys, family offices, and CPAs, to implement a goals-based wealth management process. He holds a Personal Investment Advisor (PIA) designation. Jay graduated from the University of Texas at Austin with a Bachelor of Business Administration. Prior to joining Merrill Lynch, he was Vice President of a commercial real estate company in Dallas. Jay is active in the Austin community through volunteer work with Young Life Austin and Africa New Life Ministries. He has also served on boards for Young Life Austin, Hyde Park Schools, the U.T. Alumni Association, and the Arthritis Foundation. In his spare time, Jay enjoys spending time with his family and fly fishing.

Sydney Moore is a financial advisor with LPL Financial based in Austin, TX. She holds a Series 66 credential and joined LPL Financial in 2026. Prior to her current role, Moore has held various positions across multiple industries including performance nutrition, banking, and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolio options.

Matthew Needham is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Mulinix Goerke and Meyer LLC. Outside of finance, he has experience working with the Juice Shack. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research resources, and technology-driven strategies.

Kristina Ivey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Raegan Holland is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2018. Prior to that, she held various roles in hospitality and service industries. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 blends non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a structured alternative investment program.

Ani Rice is a financial advisor with Raymond James Financial in Austin, TX, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Raymond James, she worked at Charles Schwab and has been active with Ciani Thomas Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized services including municipal and public finance advisory work.

Spencer Corzine is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Anderson Van Horne Associates and Securities America Advisors. Outside of financial advising, he is the owner and CEO of Renee Martin Land Development, LLC, which focuses on land development for recreational use and potential Airbnb projects. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated brokerage and advisory services with a range of investment solutions and third-party platforms.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Deanna Beatrice is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. She has been with Charles Schwab since 2020 and previously worked at Marriott International for 17 years. Outside of her advisory role, she works as a personal shopper for Instacart and as a delivery driver for Amazon Flex. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Lance Giambelluca serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, bringing nearly 30 years of experience in investment and financial advisory. He leads the Davenport office in Austin, Texas, and acts as a Practice Management Development Coach. Lance focuses on delivering personalized wealth management strategies, connecting all aspects of his clients' financial lives to help them achieve their long-term goals. His clients typically include high net worth families requiring comprehensive financial planning and investment advice. Lance holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Business Administration degree from the University of Texas at Austin in 1993 and began his career with Merrill Lynch in New Orleans before relocating to Austin in 2005. His expertise encompasses portfolio construction, liability management, estate planning, philanthropic planning, and retirement strategies. Active in the community, Lance volunteers with organizations such as the Central Texas Food Bank, Ronald McDonald House, and Community First! He is also a member of professional organizations including the L3 Organization and Legatus Austin. Outside of work, Lance enjoys biking, boating, cooking, fishing, football, racquetball, running, scuba diving, skiing, and traveling.

Donna Chimera is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Chimera holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor at LPL Financial with five years of industry experience. Noack holds Series 63 and Series 65 designations and has worked at LPL Financial since 2023, following a prior role at Equitable Advisors, LLC. Noack’s background includes experience in diverse sectors such as hospitality and consumer products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

David Reyes III 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 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Surani Sirisena is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He has been with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with the Global Investment Committee’s projections to support its financial plans.

Aaron Sotak is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he teaches courses to senior citizens at the University of Minnesota Duluth and volunteers as a teacher at the University of Texas. He also serves on the board of the Circle C Child Development Center in Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.