Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 planning process supported by proprietary tools and analysis.

Timothy Shirley is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008. Outside of his advisory role, he is involved with The S Life, a family-focused social media account managed by his wife. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Megan Lundberg is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and eight years of industry experience. She has been associated with Bank of America and Merrill since 2010. Outside of her advisory role, she is a general partner and managing member of Belmont Homestead LLC, where she is involved in selling chickens and farm produce in Virginia. 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 institutional investors.

Tanisha Walter is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she models sports equipment and clothing for Shop LC and serves as a mentor for youth involved with The Colours Program, a nonprofit organization. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Margaret Bryant is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including seven years at Merrill and several years at Morgan Stanley Smith Barney. 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, managing approximately $2.74 trillion in client assets.

Kerrington Bigsbee is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. His background also includes involvement with Indiana University’s business programs and Ernst & Young LLP. 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, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Ronald Medaris Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his father-in-law's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Jordan Nolden is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Kasasa and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Taylor is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Leander, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor serves as Treasurer on the Sterling Athletic Booster Board. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jack Cramer is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he spent two years at Austin Subaru and operated an apparel design business, Patchwork Soul LLC, from 2020 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Srinath Desilva is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, Cetera, and CUSO Financial Services. Outside of his advisory role, he is involved with ACLAND APPAREL, LLC, a direct sales business. 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 range of financial planning and investment management services, employing both proprietary and third-party strategies across various account types.

Patrick Cruise is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Bank, N.A. since 2016. Based in Austin, TX, his career has been focused within the Wells Fargo organization. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Jonathan Dayton is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alex Knoll is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at DoorDash, Carvana, and Starbucks Coffee Co. before joining Charles Schwab. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Luke Ellis is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Elefos, and Snap-On Tools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Anna Fransen is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently with Osaic, where she has worked since 2023. Her previous experience includes roles at Securities America Advisors, Nationwide Investment Services Corporation, Jefferson National Financial Corp, JPMorgan Securities, and LPL Financial. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Andrew Poole is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Lido Advisors, Bluespring Wealth Partners, and Tecovas, as well as involvement with the Kappa Alpha Theta Fraternity Housing Corporation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Herbert Rhodes IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Based in Austin, TX, his career has been focused within Morgan Stanley's operations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.