Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Donald Mc Graw is a financial advisor at Edward Jones in Austin, TX, holding the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions, operating under a fiduciary standard.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Alex Garcia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has worked at multiple firms including SWBC Investment Services and J.P. Morgan Securities. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of investment management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customized strategies under various program structures and supervisory arrangements.

Mitchell Rentschler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 license and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Samuel Hatchitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in education with Eanes Independent School District and Austin Independent School District. Outside of his advisory role, he is co-owner and herd manager at Hatchitt Hill Ranch, a beef cattle operation. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large national network of financial advisors and branch offices.

Michael Johnson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Austin, TX. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Texas Rugby Alumni Association. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver comprehensive, non-discretionary retirement recommendations through a centralized consulting team.

John Webster is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Carolina's Wealth Management and J.P. Morgan entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Dylan Jennings is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Northwestern Mutual. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kimberly Sowers is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Women in ETFs and Sage Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies through multiple advisory programs and a blend of in-house and third-party managers.

Stephen Feinstein is a Series 66–licensed financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 18 years of industry experience and has worked at J.P. Morgan Securities since 2009, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to 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 additional market-facing registrations and functions.

Russell Philips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ford Thompson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Nichole Saray is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank, as well as JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gracie Carter is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Manulife, John Hancock Retirement from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Luke Skifich is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at First Allied Securities, Inc., The Fox Alliance, and Nfp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and various analytical tools.

Alan Shaw is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. Before joining Morgan Stanley in 2026, he spent 13 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of financial advisory, he is a passive minority investor in a healthcare IT startup, Manta Health. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.

Elisabeth Bailey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. She previously worked for 16 years at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities supported by proprietary research and model-based asset allocations.