Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 proprietary tools and analysis.

Jonathan Block is a financial advisor with Thrivent Investment Management in Austin, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Schwab Retirement Plan Services from 2016 to 2024. Outside of his advisory role, he serves as an elder at Redeemer Lutheran Church, assisting its pastors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on a broad range of topics without portfolio management or institutional advisory services.

Tanisha Walter is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she models sports equipment and clothing for Shop LC and serves as a mentor for youth involved with The Colours Program, a nonprofit organization. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Cross is a financial advisor with Edward Jones in Austin, TX, holding CFP®, ChFC®, and Series 66 credentials with five years of industry experience. He previously worked at JPMorgan Chase Bank for 13 years before joining Edward Jones in 2020. Outside of his advisory role, he is listed as a managing member of Goldilocks Cookie Co., LLC, a business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kerrington Bigsbee is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. His background also includes involvement with Indiana University’s business programs and Ernst & Young LLP. 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, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Ronald Medaris Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his father-in-law's estate. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Jack Cramer is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he spent two years at Austin Subaru and operated an apparel design business, Patchwork Soul LLC, from 2020 to 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Cruise is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2016. 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 based on modern portfolio theory, incorporating a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Luke Ellis is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, and Elefos, along with work experience at the University of Florida and Snap-On Tools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Solka also owns a majority interest in Vision Wealth Group LLC, where he is actively involved. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

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.

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.

Paul Tearson is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Company, Eagle Strategies, and New York Life. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jose Avelar Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, Merrill, Bank of America, and UFCU. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.