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 at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for five years before joining J.P. Morgan in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a centralized due-diligence process on a non-discretionary basis.

Colin Bruenjes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF for 11 years. He is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Dale Bistline is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Based in Austin, TX, his career includes service at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models to assist clients with financial and estate planning.

Jeffrey Moore is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Moore is involved with Fairway Ventures, LLC outside of his advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Tuyet Mai Hoang is a CFP®-certified financial advisor with 13 years of industry experience, currently with J.P. Morgan Securities in Austin, TX. She has worked at JPMorgan Chase Bank, N.A. and NYLIFE Securities LLC, and previously held roles at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she is involved in real estate as an owner and partner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Elias Morales is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. He has worked at several firms including Tesla and Equitable prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset types.

Samantha Nelson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs of individuals and families. Samantha has been with Fidelity Investments since 2017, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Service Representative at Charles Schwab from 2015 to 2017. Outside of her professional work, Samantha enjoys cooking and baking, participating in family activities, attending social events with friends, and traveling.

William Pittman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years at JP Morgan Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, employing methods such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Victor Ruiz Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of finance, he has worked with Ritual Relax and Cr38tiv Cinematics. 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 integrates an ESG eligibility framework into its investment recommendations and offers services on a non-discretionary basis.

William Wolf is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Citi and CoreLogic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Angela Caffey is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the proprietor of a business focused on purchasing pre-foreclosed homes. 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 emphasizes a structured planning process using firm-approved tools and modeling techniques.

William Driver is a financial advisor at Fisher Investments with 23 years of industry experience. He has been with Fisher Investments since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner and president of South Camp Development, LLC, a real estate investment and development business focused on redeveloping 144 acres near Austin, Texas. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and high-net-worth clients. The firm uses a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios with tax-aware strategies and risk management techniques.

Amit Battish is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services Inc, Morgan Stanley, and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Kathryn Stull is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Her professional experience at Fidelity began in 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. In her capacity as a financial consultant, Kathryn focuses on building strong client relationships by understanding their financial needs and collaborating on tailored financial plans. Her approach emphasizes client confidence and long-term engagement in managing their financial futures.

Dharam Gunnia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at PayPal Inc., Amrut Farms LLC, and various consulting and management firms. He also receives compensation for referrals related to home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jaryd Hartzell is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, he has worked as a lacrosse referee since 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research resources.

Dale Huang is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and Waddell & Reed, Inc. In addition to his advisory work, he has engaged in insurance sales through various carriers for W&R Insurance Agencies. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Logan Kerr is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab & Co., Inc., Kestra Investment Services, and Zacks Investment Management, among other firms. 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 provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational processes.