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.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 at UBS Financial Services in Austin, TX, holding the Series 66 designation with five years of industry experience. Prior to his current role beginning in 2019, his work history includes positions outside of finance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering custody, underwriting, and capital markets solutions alongside advisory services.

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.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Horton is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Julia Schell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Goldman Sachs and Deloitte. 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 applying an ESG eligibility framework when recommending strategies.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Howard Brandell is a CFP® professional affiliated with Primerica Advisors in Austin, TX, with 26 years of industry experience. He has worked at Primerica Advisors since 2013 and has prior experience at First Care Health Plans and Randall's. In addition to financial advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.

James Palmer III is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he serves as an expert witness and provides financial plan production services to Ameriprise advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports delivered by a centralized consulting team.

Natia Rage is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and various Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Peter Lynch is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at University Federal Credit Union, CUSO Financial Services, BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. 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 diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and BNY Mellon. 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 offers a combination of non-discretionary advice and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Sang Lee is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Sang works closely with clients to understand their financial goals and develop personalized strategies to address short-, mid-, and long-term objectives. His areas of focus include general investing, retirement planning, and contingency savings, providing comprehensive financial guidance tailored to individual needs. Sang holds a Bachelor's and a Master's degree from the University of Houston System. He also holds the Professional Investment Advisor (PIA) designation, reflecting his expertise in investment advising. Sang serves as a resource by offering ongoing advice and coordinating access to Bank of America specialists for banking, credit, home financing, and small business solutions as appropriate. His professional approach centers on uncovering what matters most to clients and their families, enabling the creation of strategies that align with their financial goals. Sang emphasizes building a collaborative relationship to address clients' concerns and questions throughout changing circumstances.

Kyle Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Borderlands Brewing Company and Mission Steel. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Rhonda Maywald is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current role at Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.