Michael Portman is a financial advisor at Wells Fargo Clearing with 55 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Old Austin Neighborhood Association, focusing on preserving neighborhood integrity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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 menus.

Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Stephen Zarate is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Kestra Investment Services, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anne Morgan Salpeter is a financial advisor with LPL Enterprise in Austin, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of finance, she has been involved with AMusin Entertainment, Inc. for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and a range of brokerage and insurance products. The firm provides investment advice primarily through its network of investment adviser representatives who utilize LPL’s research, model portfolios, and third-party strategists.

Matthew Marchak is a financial advisor at Morgan Stanley in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs, The AYCO Company, Wells Fargo Bank, and other firms. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, delivering tailored financial planning supported by a range of investment programs and firm-approved planning tools.

Michael Clay is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was with The Whittemore Collection, LTD. from 2015 to 2018. J.P. Morgan Securities LLC 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 in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of products including security-based swaps and futures commission merchant activities.

Omar Quintanilla is a financial advisor at Merrill based in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Bank of America and Chase Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anastasia Desyatnik is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her prior work history includes roles at Merrill and Bank of America. She is based in Austin, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Patrick Neil is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Private Bank since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Martin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to that, he had roles at CRAE Investment Group and Ocean Bay Volleyball Club. 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.

Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside the financial industry, he operates a part-time DJ and wedding services business. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tommy Bentley is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2017. Prior to that, he worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Bentley also maintains a licensed insurance agent role specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research.

Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Justin Williams is a financial advisor at Merrill in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

Hardie Barr Jr. is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Gregory Bowman is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in a family investment group focusing on residential properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Rebecca Harbek is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and possessing six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 1995. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elise Morales is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with six years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Rene Corbett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling techniques as part of its advisory process.