Jonathan Dayton is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alex Knoll is a financial advisor at Charles Schwab & Co., Inc. based in Austin, TX, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Charles Schwab, he worked at DoorDash, Carvana, and Starbucks Coffee Co. Charles Schwab serves a large client base primarily consisting 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 and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated advisory, brokerage, and custody services.

Luke Ellis is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, Elefos, and Snap-On Tools, as well as experience at the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to diversified and alternative investment strategies supported by LPL Research and third-party subadvisors.

Anna Fransen is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with OSAIC, where she has worked since 2023. Her prior roles include positions at JP Morgan Securities, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a broad range of investment products and third-party solutions.

Andrew Poole is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Lido Advisors, Bluespring Wealth Partners, and Tecovas, as well as involvement with the Kappa Alpha Theta Fraternity Housing Corporation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Herbert Rhodes IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Based in Austin, TX, his career has been focused within Morgan Stanley's operations. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, as part of its financial planning process.

Cody Draves is a financial advisor at Edelman Financial Engines in Austin, TX, holding a Series 65 license with six years of industry experience. His work history includes multiple roles at Edelman Financial Engines and its predecessor firms, as well as positions at Canoe Intelligence and SS&C Technologies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with periodic rebalancing and a long-term investment orientation.

Irosca Prado Jarquin is a financial advisor with Merrill, holding a Series 66 designation and based in Austin, TX. She has experience working at Bank of America, Merrill, Axiom Bank, HR Block, and ACE Cash Express. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Saida Volpe is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has held roles at JPMorgan Chase Bank NA and Morgan Stanley, including positions at Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Gary Solka is a CFP® professional with 15 years of experience in the financial services industry, currently serving with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2011. Outside of his advisory work, he is a majority owner of Vision Wealth Group LLC in Austin, where he dedicates significant time managing operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo’s research and planning tools to develop and present recommendations.

Jordan Curry is a financial advisor with Morgan Stanley in Austin, Texas, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2016 and with Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, Curry serves on the advisory board of Tru Aviation, a company in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment programs. The firm utilizes structured planning tools and emphasizes advisory services supported by a combination of proprietary investment research and diversified product offerings.

Nathan Malone is a CFP® and holds a Series 66 license with Charles Schwab, where he has worked since 2009. He has 20 years of industry experience, including self-employment since 2001. Outside of his advisory role, he works as a disc jockey for swing dances in the Austin and San Antonio areas. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and custodial services.

Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. 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 applying an ESG eligibility framework in its recommendations.

Jake Hansen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior work experience includes roles at Wells Fargo Bank, nA, and C.C. Carlton Industries Ltd., as well as various positions outside the financial sector. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in client assets.

Duyen Bui is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. Their work history includes multiple roles at Wells Fargo Bank, nA, and Wells Fargo Clearing since 2013, along with a brief period at REAP Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment 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.

Jeffrey Durkee is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 credentials. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corbin Tips is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at American Airlines and studied at the University of Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience, having worked previously at Salient Systems and Oracle. Martinez has diverse work experience including roles at Austin FC, Texas Athletics, and the University of Texas at Austin Recreational Sports Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various investment strategies and technologies.

Bryce Bastien is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KPMG LLP from 2016 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.