Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as experience managing small business ventures such as Handwaxandwash, LLC and Beckway MGT, LLC. 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 affiliated discretionary separately managed accounts, supported by centralized supervisory and operational infrastructure.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base 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, supported by centralized custody and a distinctive operational structure.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Investments, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with forward‑looking capital market assumptions and incorporates ESG considerations, supported by affiliated investment-management entities.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Jackline Rollins is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of her advisory role, she customizes and sells handcrafted items such as baby blankets and holiday decorations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Robert Pender is a financial advisor with OSAIC, holding a Series 63 designation and 30 years of industry experience. His career includes roles at Osaic Wealth Inc., Royal Alliance Associates, Signator Investors, Seniors Financial Solutions, and Transamerica Financial Advisors. Outside of advising, he is president and CEO of Estate Preservation Network, LLC, a Texas-based company providing discounted legal services through a network of provider attorneys. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options that accommodate discretionary management and third-party strategies.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Maylene Poulsen is a financial advisor with LPL Financial based in Austin, TX. She holds a Series 66 designation and has two years of industry experience, including prior roles at OSAIC and Austin National Financial Services. Poulsen also serves as a notary public and is an accounts manager for an S-Corporation involved in client account administration. 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 technology tools and oversight of extensive assets under management.

Felix Erbring is a Private Wealth Manager with Merrill Private Wealth Management, based in Austin, Texas. He brings over 22 years of experience in private wealth management, specializing in liquidity management, managing new wealth, socially responsible and values-based investing, ESG investing, and working with clients in the sports and entertainment sectors. Mr. Erbring holds a Bachelor’s degree from Clemson University and earned an MBA in Finance from the University of Texas at Austin, where he was recognized as a J. Anderson Fitzgerald Scholar. Prior to joining Merrill, he held positions at Goldman Sachs, Morgan Stanley, and UBS Wealth Management. He holds the Personal Investment Advisor (PIA) designation and collaborates on a team with Roger Berry and Ted Gray. Outside of his professional commitments, Mr. Erbring’s personal interests include scuba diving, surfing, and traveling.

Nada Allen is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience and has previously worked at firms including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and New York Life Insurance Company. Allen also serves as an adjunct faculty professor at Austin Community College, where she teaches and advises students at the college level. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-oriented planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Caleb Hulbin is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to banking and lending services through Bank of America. Caleb holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Texas System. His approach centers on understanding what matters most to clients and their families to create tailored strategies for their financial objectives.

John Elliott is a financial advisor at Charles Schwab with seven years of industry experience. He previously worked at JPMorgan Securities LLC and Axa Advisors, Llc. His credentials include Series 63 and Series 66 licenses. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Eric Sheppard is a financial advisor with Ameriprise in Pflugerville, TX, holding a Series 66 designation and 13 years of industry experience. Prior to Ameriprise, he worked at Cuna Brokerage Services, Inc. and Randolph Brooks FCU. He maintains an outside role as a financial advisor involved in financial planning at Randolph Brooks FCU. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and algorithmic tools to provide written recommendations and ongoing advice.

Donna Bromfield Day is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016. Her prior experience includes positions at Morgan Stanley and Morgan Keegan & Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Navarro is a Series 66-licensed financial advisor with Ameriprise, based in Round Rock, TX, and has two years of industry experience. His prior roles include work with The Center for Child Protection and the City and County of Broomfield. He also serves as a notary, providing impartial witnessing of documents and administering oaths. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written reports and annual advice centered on income sources and tax-aware withdrawal strategies.

Daniel Garces is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, with a brief period at 57 West Capital Advisors, Inc. He receives residual commission income related to his former work at 57 West Capital Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm manages client assets using multi-asset portfolios and provides centralized operational support across its large client base.

Michelle Graham is a Wealth Management Advisor at Merrill Lynch Wealth Management. She rejoined the firm in 2015 and has been working in the financial services industry since 2001. Michelle collaborates with clients to identify their life priorities and develops customized financial strategies tailored to their personal circumstances and unique perspectives. She is a specially qualified Portfolio Manager who manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Michelle holds a bachelor's degree from the University of Notre Dame and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Her expertise includes college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. Additionally, she is involved with Bounce Marketing & Events, LLC. Outside of her professional role, Michelle resides in Austin with her husband and their three children. Her personal interests include cooking, gardening, music, reading, running, spending time with family, tennis, traveling, volleyball, and yoga.

Candi Trevino is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her career includes roles at UBS Financial Services and various divisions within J.P. Morgan since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Colin Bruenjes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill, TIAA-CREF, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sydni Smith is a financial advisor with Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Morgan Stanley in 2025, Sydni worked at LPL Financial LLC and Equitable Advisors, LLC, each for one year. Outside of finance, Sydni is the sole proprietor of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 firm-approved tools and models to help clients develop financial plans.