Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Portman is a financial advisor at Wells Fargo Clearing with 55 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Old Austin Neighborhood Association, focusing on preserving neighborhood integrity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals 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 incorporates a structured planning process that includes firm-approved tools and modeling techniques.

Jessica Arenivar is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held positions at Bird and LensCrafters. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custodial and operational structures.

Nicklaus Sabb is a financial advisor with LPL Financial in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Triple N Management LLC and has a background that includes roles associated with Baylor University, 2020 Family Vision, Texas Movie Bistro, and education at Canyon Ridge Middle School and Vandegrift High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and diverse investment options.

Bianca Lindsey is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 1994 and holds professional designations including CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). Bianca completed the Longevity Training Program at The University of Southern California, Davis School of Gerontology, and earned a Bachelor of Business Administration degree from Kaplan University. Her areas of focus include college education planning, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and tax minimization. Bianca is originally from the Pacific Northwest and enjoys connecting with clients on a personal level. Outside of her professional work, Bianca is involved with community organizations such as Austin Pride, HAMM, and Meals on Wheel. Her personal interests include biking, cooking, gardening, music, and spending time with her family.

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Michael Krumholz is a Financial Advisor at Merrill Lynch Wealth Management and a member of the OAKS Wealth Management Group since 2022. He works alongside a team with over 80 years of collective experience, providing clients with personalized wealth management strategies tailored to their individual financial goals. Michael's focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. An Austin native, Michael holds a Bachelor of Science degree from Tulane University. Prior to his career in financial advising, he spent six years as a math and science educator in Houston, a background that continues to influence his approach to client relationships. Michael holds the Personal Investment Advisor (PIA) designation and values integrity, openness, and transparency in his professional interactions. Michael is involved in the community through participation with the Shalom Austin Jewish Foundation. Outside of work, he enjoys spending time with his family, traveling, and watching movies.

Adam Ulatoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with comprehensive financial strategies encompassing retirement planning, risk and tax minimization, insurance considerations, and wealth transfer strategies. Adam's approach centers on outcomes and goals, continuously adapting client strategies according to changes in their life circumstances and investment preferences. Adam graduated from the University of Texas in 2008 and completed his football career with the Longhorns in 2009 as an All-American and Academic All-American. He joined Merrill Lynch Wealth Management in 2012. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Adam is married to his wife Emily and has two sons, Evan and Daniel. He enjoys sports, music, cooking, and spending time with his family. Adam is involved in his community as an active board member of the Neighborhood Longhorns Program, volunteers with the NFL Alumni to assist local children, and helps prepare meals for families at the Ronald McDonald House of Central Texas.

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 with LPL Enterprise in Austin, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of finance, she has been involved with AMusin Entertainment, Inc. for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and a range of brokerage and insurance products. The firm provides investment advice primarily through its network of investment adviser representatives who utilize LPL’s research, model portfolios, and third-party strategists.

Matthew Marchak is a financial advisor at Morgan Stanley in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs, The AYCO Company, Wells Fargo Bank, and other firms. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, delivering tailored financial planning supported by a range of investment programs and firm-approved planning tools.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

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 seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was with The Whittemore Collection, LTD. from 2015 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of products including security-based swaps and futures commission merchant activities.

Cameron Johnson is a financial advisor at LPL Financial in Austin, TX. He holds a Series 66 designation and has five years of experience with LPL Financial. Prior to his current role, he worked at Pizza Hut for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management and model portfolios supported by internal and third-party research.

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 with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Maguy Amine is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with J.P. Morgan Securities in Austin, TX. Her career includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Frost Bank. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser services.

Omar Quintanilla is a financial advisor at Merrill based in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Bank of America and Chase Bank. 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, pension plans, corporations, and charitable organizations.