Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anne Morgan Salpeter is a financial advisor at LPL Enterprise with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Pruco Securities. Outside of finance, she has been involved with AMusin Entertainment, Inc. for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Matthew Marchak is a financial advisor at Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with 10 years of industry experience. Before joining Morgan Stanley in 2022, he held positions at Goldman Sachs & Co. LLC, The AYCO Company/Mercer Allied, and Wells Fargo Bank, among others. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by proprietary tools and offers investment management features alongside broader institutional capabilities.

John Mickel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America/Merrill Lynch and LPL/Oak Bridge Financial. Mickel has also been involved with Become a Better Trader and WealthCharts as part of his career background. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, supporting recommendations that include ESG criteria and broader derivatives and commodities capabilities.

Neil Walters is a financial advisor with Ameriprise in Cedar Park, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is president of an LLC that supports his practice’s administrative functions. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Clay is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was associated with The Whittemore Collection, LTD. from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Cameron Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and based in Austin, TX. He has been with LPL Financial since 2021, following nine years of experience at Pizza Hut. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rachel Wirth is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thermo Fisher Scientific for eleven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Sharbel Chartouni is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and various positions outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

Maguy Amine is a Series 66-credentialed financial advisor with eight years of industry experience, currently with J.P. Morgan Securities in Austin, TX. Prior to joining J.P. Morgan, she worked at Bank of America, Merrill, and Frost 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 to develop model asset allocations, with a distinctive regulatory profile and capabilities in derivatives and commodities.

Richard Fleming is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and has three years of industry experience. His background includes multiple roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as earlier experience linked to the University of Waterloo and other organizations. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Justin Green is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at LPL Enterprise and The Prudential Insurance Company of America. He has also been involved with Chess In The Schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Luke Michalik is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Morgan Stanley Private Bank, Zacks Investment Management, JPMorgan Securities, and LBMZ Securities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anastasia Desyatnik is a financial advisor at Fidelity with seven years of industry experience and a Series 66 designation. Her career includes roles at Merrill and Bank of America, as well as various positions within Fidelity's organizations since 2020. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a wide range of fund structures and model portfolios.

Patrick Neil is a Series 66 licensed financial advisor with six years of industry experience, currently serving at Wells Fargo Clearing in Austin, TX. His career has included roles at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Private Bank since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources.

Andrew Sheehy is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, with a broader career at JPMorgan Chase Bank dating back to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank since 2022. His background includes roles at CRAE Investment Group and involvement with Ocean Bay Volleyball Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Edgar Gonzalez is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Jeffrey Brecht is a financial advisor with OSAIC based in Round Rock, TX, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory work, he serves as a Regional Director for the Lincoln and Continental Owners Club, organizing social activities and promoting membership. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various investment tools and strategies.