David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, Inc. He also owns and operates David Ackel Auctions, a business he has been involved with since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Mark Boriskin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at various firms including Bbva Wealth Solutions and Compass Bank. Outside the financial industry, he is an owner and partner of a BBQ company involved in competitive BBQ and producing sauces and rubs. 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 in its investment approach.

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Jay Laflair is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Outside of his financial advisory work, he owns and operates a batting cage where he provides baseball lessons to children on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and utilizes structured discovery processes and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Alberto Padilla Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Wells Fargo Bank, NA since 2022 and previously held positions at Lincoln Heritage Insurance Company and Genmark Diagnostics. Outside of his advisory role, he created and managed TikTok video content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions supported by research and analytics.

Otto Gindler is a Series 66 credentialed financial advisor with three years of industry experience. He is currently associated with Cetera and concurrently works as a Senior Tax Accountant at Gindler, Chappell, Morrison & Company. He also serves as Treasurer and Executive Committee Member for the nonprofit Austin Sunshine Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and diverse investment solutions.

William Fox is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at Merrill and First Allied Securities. Outside of his advisory work, he is managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and he is involved in mortgage brokerage through Fox Mortgage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Mark Thannisch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and totaling 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as CEO of HCT Cattle Company, an agricultural business. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research.

Stephen Barry is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he held various roles outside financial services, including work at Misho's Oyster Company and several positions in education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Laura Mitchell is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of her advisory role, she manages Your My Boy Blue LLC, where she coordinates client events and handles various operational and administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor retirement income plans, with a focus on assets held in Ameriprise Managed Accounts.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

Rachel Jensen is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, Jensen serves as a director of Spearfish Investments, Inc., a corporation associated with the Office Evolution franchise in which her spouse is president. 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 strategies supported by internal and third-party managers for a range of individual and institutional investors.

Ryan O’Hare is a financial advisor with Equitable Advisors in Austin, TX. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at SThree and as an independent contractor, along with various positions at educational institutions and in retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of ongoing client relationships.

Evelyn Richey is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions outside of finance in organizations such as Corepower Yoga and Fort Worth Brain And Spine Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Cary Clevenger is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles within UBS since 2019 and prior experience in various service and retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Douglas Deaton is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following five years at Sanford C. Bernstein & Co., LLC. Based in Austin, TX, Deaton provides financial advisory services within a large institutional framework. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated advisors. The firm’s approach incorporates structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience working with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016 in Austin, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of investment products, including security-based swaps and futures.