Jay Alexis is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alison Reznikov is a financial advisor at Equitable Advisors with securities licenses Series 63 and Series 65 and four years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at Primerica and Convert Wire. Outside of financial services, she was involved with Texas Hillel and Beth Tfiloh Camps. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Gabriel Tranel is a financial professional at Cetera with two years of industry experience and holds the Series 66 designation. He has worked with several Cetera entities since 2023 and previously with Northstar Resource Group. Outside of his advisory role, he assists physicians with disability insurance education and services through a related insurance business. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers discretionary and non-discretionary solutions and accesses a broad network of affiliated and third-party investment managers.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Tanner Hout is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Earlier in his career, he was affiliated with Indiana University Kelley School of Business, First National Bank in Olney, and Olney Central College. 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 a non-discretionary advisory model with access to affiliated discretionary SMAs, offering a multi-asset, model-based investment approach supported by research from Schwab Center for Financial Research.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelli Miller is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Ameriprise, and several other firms. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Timothy Bosworth is a CFP® with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life Securities, Inc., and ProEquities, Inc. He operates a financial planning business under the name Treaty Oak Advisors. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ankith Tenneti is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at Life Time Fitness and was engaged in full-time education for over a decade. 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 affiliated discretionary separately managed accounts and offers a range of investment solutions supported by centralized operational systems.

Drew Schneider currently serves as an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has held various positions within the company, including Financial Representative, Trading Execution Representative III, Interim Active Trader VIP Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure at Fidelity Investments, Drew has developed expertise in investment consulting, trading execution, and servicing high net worth clients. His experience spans multiple facets of financial services, allowing him to assist clients in creating and improving their financial plans. Outside of his professional responsibilities, Drew's interests include music, snowboarding, softball, swimming, and tennis.

James Ellison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at CBRE and UBS Financial Services and spent four years at Southern Methodist University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Puailoa is a CFP® and ChFC® credentialed financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Clearing. He serves as the treasurer and board member of Texas Accountants and Lawyers for the Arts, a nonprofit focused on art and culture in Austin, Texas. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, including customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ankitaben Bhakta is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and no prior industry experience. Bhakta has been with Wells Fargo Bank, N.A. since 2019 and joined Wells Fargo Clearing in 2026. Prior work experience includes roles outside the financial sector such as at Lowe's Grocery Store, Dollar General, and River Oak Inn. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases.

Kyle Douglas is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. Outside of his advisory role, he plays bass in a band called Walkabouts that occasionally performs for pay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services tailored to clients’ goals and risk tolerances.

Shelly Baumgartner is a CFP® with 23 years of industry experience, currently serving at Charles Schwab in Austin, TX. She has been with Schwab since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Bank Ssb. Baumgartner is a governor for Zonta International District 10, a nonprofit organization focused on leadership and community service. 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 discretionary separate managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jorge Cordova is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. His background also includes financial consulting and roles in both public and private sectors. 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 advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Frank Marra III is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and OneAmerica Securities. Outside of advisory services, he is involved in insurance and fixed product sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and $256 billion in assets under management.

Katie Caplinger is a Financial Consultant currently working at Charles Schwab since 2022. She has experience as a Financial Advisor, having worked at Ameriprise Financial Services from 2019 to 2022. Katie focuses on assisting clients in managing their finances effectively and works collaboratively to create tailored financial plans that align with clients' short-term and long-term goals. She aims to identify these goals to build and improve financial plans suited to individual client needs. Katie's professional experience spans over several years in financial consulting and advising roles, where she develops customized financial strategies. Outside of her professional role, Katie enjoys cooking and baking, fitness activities including hiking and Pilates, and values social time with friends.

Lauren Bobowski is a Series 66 licensed advisor with J.P. Morgan Securities, based in Austin, TX, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and various other firms and organizations. During her time at Harvard University, she was involved with Harvard Athletics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.