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.

Austin Hendricks is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, Hendricks worked at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 and discretionary investment advisory services with a centralized operational structure and access to alternative investments.

Scott Schiller is a CFP® professional with 18 years of industry experience, currently serving with Osaic since 2023. Prior to joining Osaic, he worked for 15 years at Jackson National Life Distributors. He is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of affiliated financial advisors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios with various investment vehicles.

Luke Gerald is a CFP® with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Austin, TX since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fifth Third Securities, and NYLIFE Securities. Edelman Financial Engines offers 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, providing discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Gage Dahmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments over a ten-year period. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business in Austin, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Secia Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in life coaching and graphic design through her own businesses, Secia Zapp Coaching and Zapp Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Joanna Payne is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where she has worked since 2007. She has 21 years of industry experience. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary strategies and utilizes multi-asset model portfolios supported by centralized custody and supervisory infrastructure.