Marcos Morales is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Austin, TX. He has been with J.P. Morgan Securities since 2012. 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 and investment management capabilities.

Douglas Tenny is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. He is a member of the Ethics Committee and Peer Review Hearing Panel for the Investment Management Consultants Association (IMCA). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Hailey Whitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Hailey worked for McLANE COMPANY, INC. from 2016 to 2021. Outside of her advisory role, she is involved as a Beachbody Coach, supporting health and fitness efforts among friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

John Elder is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Equitable Advisors since 2017 and AXA Advisors, LLC from 2017 to 2020, as well as experience at Expert Relocation Systems and the University of Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment programs without sponsoring its own wrap fee program.

Arthur Zeitz is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach 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 offerings.

Kia Conwell is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and PFS Investments Inc since 2004. Outside of her advisory role, she is involved with Kyle Parks and Recreation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

Adam Gafken is a CFP®-credentialed financial advisor with Edward Jones, based in Lakeway, TX. He has 14 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

John Ard is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1994 after graduating from Lamar University, he has accumulated over 26 years of experience in financial services, including several years in banking. John obtained the CERTIFIED FINANCIAL PLANNER® certification in 2006 and became a Portfolio Manager in the Merrill Investment Advisory program in 2009. In this role, he manages Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. John's practice focuses on various client areas including education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. His approach as a Merrill advisor is to connect all aspects of a client's financial life to help prioritize and pursue meaningful goals. He holds a Bachelor's Degree from Lamar University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, John is involved with the 100 Club of Central Texas, Austin Sunshine Camps, and the Young Men's Business League. His personal interests include adventure sports, cooking, music, spending time with his family, and traveling.

Teresa Finney is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Raymond James & Associates since 2011. She is also the co-managing manager and co-owner of 360 Shoal Creek Interests LLC, a business based in Austin, TX. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary planning supported by firm research and a broad range of portfolio management styles.

Jennie Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Investment Representative, and Service Support Specialist. Prior to joining Fidelity, she worked as a Client Service Specialist at Bank of America from 2005 to 2007. Jennie partners with her clients to develop lifelong financial plans that address their current and future needs as well as those of their families. She holds a California Insurance License, supporting her expertise in providing comprehensive financial consulting services.

Melanie Frank is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Next Financial Group, Inc. for 24 years before joining LPL Financial in 2025. Outside of advisory work, she is involved in Pride Disposal Systems LLC in Austin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research from LPL Research and third-party subadvisors.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and University Federal Credit Union. He is also a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Naser Alzer is a CFP®-designated financial advisor with 22 years of industry experience, currently associated with LPL Financial since 2016. Prior to joining LPL, he worked at Capital One Investing for one year. In addition to his advisory role, he is the owner of Alzer's Barbeque in Cedar Park, TX. LPL Financial serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network. The firm provides both discretionary and non-discretionary management and access to diverse investment strategies, supported by its research and technology resources.

Dana Powell is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Cetera since 2021 and has owned Powell Financial Partners since 2007. Outside of his advisory work, Powell is also a singer and songwriter. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Joshua Rocha is a CFP® professional with 12 years of industry experience, currently advising at Charles Schwab in Austin, TX. His prior roles include positions at USAA Financial Planning Services and Usaa Investment Management Company. 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 a mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Azeredo is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes 14 years at Royal Alliance Associates, Inc. and 10 years at Anderson, Azeredo & Loice CPAs & Associates. Outside of his advisory role, he is president of Azeredo Financial Services, Inc. and operates a sole proprietorship providing business consulting, accounting services, and insurance. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios, while supporting various advisory platforms and third-party managed-account solutions.

Mark Fowler is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Based in Austin, TX, Fowler serves clients primarily through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. provides services to a large client base of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm integrates brokerage, custody, and advisory functions within its Schwab Wealth Advisory wrap fee program, utilizing multi-asset model portfolios and alternative investment options.

Alexander Gunn IV is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments and BBVA-affiliated firms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in delivering tailored retirement strategies.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Caitlin Kornblum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.