Thomas Le is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Merrill, Bank of America, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jonathan Bartling is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with less than one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Lightspeed Systems, Sodexo, and The University of Texas. J.P. Morgan Securities offers 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 utilizes centralized due diligence combining quantitative and qualitative research and employs an ESG eligibility framework within its advisory process.

Adam Bauer is a financial advisor with Thrivent Investment Management in Austin, TX. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Advanced Micro Devices and Intel Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementing recommendations directly. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management.

Mathew Melendez is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at Fidelity Brokerage Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Melendez is based in Austin, TX. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

James Baker is a CFP® with 27 years of experience in the financial advisory industry. He has been with Edelman Financial Engines since 1999, including prior roles at Edelman Financial Services, EF Legacy Securities, and Financial Engines Advisors L.L.C. He is based in Austin, TX. 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 modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Angus Wynne is a financial advisor with J.P. Morgan Securities based in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab & Co, and JPMorgan Chase Bank, N.A. He is a partial owner of a family restaurant business, which is held in trust with no active management responsibilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dax McCracken is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years. McCracken has no active managerial role in the inherited family property, McCracken Farm, which is a passive investment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its comprehensive service offering.

Dirk Ballast is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab in 2023, his work history includes roles in healthcare, retail, and education. Charles Schwab & Co., Inc. serves a large client base of 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 utilizes a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.

Avery Sriyaranya is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Their background includes roles at Charles Schwab Bank, Schwab & Co., Inc., and various other positions prior to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s integrated structure supports both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an established due diligence process for alternative investments.

Colleen Berryman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at 49 Financial and AXA Advisors, LLC. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach blends primarily non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ignacio Martinez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008 and currently works with Schwab Retirement Plan Services, Inc. since 2016. Based in Austin, TX, his career has centered on retirement plan services within the Schwab organization. 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Jason Cale is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2012. He is also a 50% owner of CALE Solutions, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

Austin Butler is a Series 66–licensed advisor with J.P. Morgan Securities, based in Austin, TX, with three years of industry experience. His prior work includes roles at Allstate, Thrivent Financial, and Jpmorgan Chase Bank. 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 searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Menconi is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2008, including time at Charles Schwab Bank, SSB. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Chris Moreland is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to design and execute financial blueprints for their retirement, focusing on developing, implementing, and maintaining comprehensive plans aimed at achieving long-term financial goals. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, Sales Supervisor at Kestra Financial from 2011 to 2022, and Financial Planner at Raymond James from 2007 to 2010.

Jason Mcdonald is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, retirement plan consulting, and brokerage services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Maxwell Clark is a CFP® with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Cetera Advisor Networks and Aspect Wealth Management. Outside of advisory, he is a business owner of Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional solutions.

Andrew Grabato is a CFP® professional with 16 years of industry experience, currently with J.P. Morgan Securities. His previous roles include positions at Morgan Stanley, Northern Trust, Waddell & Reed, Merrill, Oppenheimer, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process uses both quantitative and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Shelley Perez is a financial advisor based in Austin, TX, affiliated with Wells Fargo Clearing. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC, Edward Jones, and Texas Regional Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, combining diversification principles and modern portfolio theory in its investment approach.

David Duly is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Based in Austin, TX, he has been with the Schwab organization since 2017. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.