Melissa Moreno is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she is an owner and partner of Jetta Realty LLC, a company established to receive Airbnb rental income. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Prachi Singh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Fidelity Investments and Westford Tax & Financial Group, as well as periods as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Sunita Sumair is a financial advisor at Charles Schwab with 8 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2017. Prior to joining Schwab, she was employed by the YMCA of Greater Houston. 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 affiliated discretionary models and offers a centralized operational structure supporting a large client base.

George Soulayrac is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Favorite Health Care Staffing and Thrivent Financial. Soulayrac was also involved with an online venture, Businex, LLC, which was never operational. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Owen Bybee IV is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has recently started his advisory career. Prior to joining Equitable Advisors, his background includes roles at Amarillo National Bank and BOC Bank, as well as experience during his studies at The University of Texas at Austin. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Meyers Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. He has also been affiliated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

James Austin is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Austin owns a retail and online store business based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside guidance from its Global Investment Committee.

Julie Almendral is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Meadows Mental Health Policy Institute for seven years. Almendral has also been involved with the Texas Democrats and has experience as a self-employed consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Brewer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 1994 to 2023. Brewer is also the sole proprietor of Tumbleweed 5 LLC, a property management business in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and various investment services.

Rachel Roche is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She previously worked at TD Ameritrade and Charles Schwab Bank. In addition to her advisory role, she volunteers for the ALS Association in Austin, Texas, participating in fundraising and community events such as Max's Ride for ALS. 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 services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Travis Rehberg is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Nguyen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and associated Schwab entities since 2016. Outside of his advisory role, he owns a rental property in Austin, TX. 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 centralized structure supporting a large client base.

Charissa Sokol is a Financial Advisor at Merrill Lynch Wealth Management who works with individuals and families to navigate significant financial decisions. She provides personalized wealth management, investment guidance, and retirement planning strategies that align with each client's goals. Charissa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Growing up in Oklahoma with eight siblings, Charissa developed an understanding of the importance of planning and opportunity, which informs her approach to financial advising. She focuses on areas including liquidity management, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Charissa partners with clients to align their wealth with their values and long-term objectives. Charissa earned a High School Diploma from El Reno High School and an Associate's Degree from Redlands Community College. She is a member of the Chickasaw Nation and participates in community organizations such as Any Baby Can and Central Texas Food Bank. Outside of work, she enjoys music, reading, and spending time with her family.

Gordon Garrison is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Edward Jones, and Apple Inc. Outside of his advisory role, he serves as a sound mixer for the Austin Baptist Church. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio wrap programs, third-party asset management, and access to various brokerage and insurance products.

Austin Weber is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2014. He has 12 years of industry experience, including six years at Axa Advisors LLC. Outside of his advisory role, he serves as a consultant and contractor to Texas Benefit Alliance, an independent insurance brokerage firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Luis Zervigon is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, Luis worked in various roles including at Indochino, Extended Travel, Magnolia Physical Therapy, and X-Trainers Personal Training. 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 delivers investment guidance using multi-asset model portfolios and offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Kacie Edmonds is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she has engaged in grocery delivery through Instacart in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Isabella Cheever is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. Her prior roles include positions at Raymond James & Associates and FIDELITY Brokerage Services LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 and offers multi-asset model portfolios alongside alternative investment programs.

Edward Deutschlander is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an author of multiple books and serves on several nonprofit and educational boards, including the American College of Financial Services Board of Trustees and the Macalester College Board of Trustees. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.