Sydney Moore is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 license and beginning their advisory career in 2026. Prior to joining LPL Financial, Sydney gained experience in various roles including positions at Free People, Cowboys Fit, and First Texas National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Kristina Ivey is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following earlier work at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Raegan Holland is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2018, Raegan worked at several firms including Ragged Island and Lemon & Line. Outside of finance, Raegan’s background includes roles in the hospitality and sports sectors. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational support.

Ani Rice is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Raymond James, she worked at Charles Schwab and has been involved with Ciani Thomas Financial since 2025. Rice has also worked in roles outside finance, including positions at CycleBar and the Office of Inspector General, as well as in education at the University of Texas at Austin and Regents School of Austin. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and a SIMPLE IRA Employer Advisory program.

Caroline Cho is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 66 and Series 63 licenses and 19 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she is a member of Wild Elm Paper Company, a business that creates custom cakes and paper goods for events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative screening and qualitative research to develop model allocations that may include ESG considerations.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Krumholz is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Michael Atkins is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Deanna Beatrice is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. She worked at Marriott International for 17 years prior to joining Charles Schwab in 2020. Outside of advising, she works as a personal shopper for Instacart and a delivery driver for Amazon Flex. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment offering.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Lance Giambelluca serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With nearly 30 years of investment experience, he offers personalized wealth management strategies focused on helping clients pursue their long-term financial goals. Lance's approach integrates the investment insights of Merrill and the banking and lending solutions of Bank of America, providing comprehensive financial guidance to high net worth families. Throughout his career, Lance has developed expertise in portfolio construction, liability management, estate planning services, philanthropic planning, and retirement strategies. He supports clients through personalized attention combined with the resources of a global financial firm. Lance holds significant professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™). Lance graduated from the University of Texas at Austin with a Bachelor of Business Administration degree in 1993 and began his career with Merrill in New Orleans before relocating to Austin, Texas. He currently serves as Senior Resident Director of the Davenport office and Practice Management Development Coach. In addition to his professional work, Lance participates in community organizations such as the Central Texas Food Bank, Ronald McDonald House, and Community First!, and is involved with professional organizations including the L3 Organization and Legatus Austin.

Jude Sayah is a financial advisor at Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Wells Fargo, Sayah worked at NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, Oliver James, and MYLE. Sayah also has experience with the Alzheimer's Association and John Carroll University. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

James Epperson is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at UBS Financial Services and Frost Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Fernando Trevino Rocha is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. He previously worked at Monex Grupo Financiero for ten years and has been with Merrill since 2022, also holding a current position at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, Aspen worked at Equitable Advisors, LLC and has held positions in various industries including hospitality and consumer products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs diverse strategies supported by advanced operational and research tools.

Brittany Hyde is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. Outside of her advisory role, she holds power of attorney for a private entity in San Antonio, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Megan Hausmann is a financial advisor at Wells Fargo Clearing with a Series 66 credential and two years of industry experience. Her prior roles include positions at APEX Fintech Solutions, Fusion Financial Partners, and Novum Group. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.