Dominic Eramo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, with prior experience at Securian Financial Services, IMG Financial Group, and Minnesota Life Insurance. 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 an ESG eligibility framework to deliver customized solutions.

Grace Freund is a Series 66 licensed financial advisor with LPL Financial in Austin, TX, with one year of industry experience. Prior to joining LPL, she worked at The Walt Disney Company and has experience in catering and retail markets. She studied and worked at Purdue University for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment options supported by technology tools.

Adam Warren is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors, LLC. There are no notable outside activities listed. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs including divorce planning and estate settlement.

Natalie Cox is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously been self-employed and worked in education. Outside of finance, she has experience with the YMCA and as the operator of a boutique retail business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Nicholas Vandermolen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Pruco Securities LLC and Henderson Selections LLC. Fidelity, through its Strategic Advisers LLC unit, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

William Chism is a financial advisor with J.P. Morgan Securities in Round Rock, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Chase Bank since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marcus Geisler is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Pappadeaux from 2014 to 2017. Charles Schwab 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 operates a distinctive model combining primarily non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by centralized custody and a broad alternative investments platform.

Adam Rosenthal is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Rosenthal serves on the board of New Renaissance Basketball and chairs the investment committee at Rodeph Sholom. He is also involved as a trustee in various family and insurance trusts and advises the BBA Advisory Board at the University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering customized financial plans using proprietary research and model-based asset allocations.

Erica Haring is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 designations and over 10 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Rudy Gates is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Bank of America and Merrill since 2014. 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.

Ramiro Gallegos III is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at Charles Schwab, Ramco Electric, and Dell Technologies. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Colby Boyle is a CFP® with two years of industry experience, currently with Wells Fargo Clearing. He previously worked at Charles Schwab and has diverse background experience including roles at Academy Sports and Outdoors and Sky Ranch Christian Camps. 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 research from Wells Fargo Investment Institute and third-party sources.

David Gardner is a financial advisor with Ameriprise Financial Services LLC in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual written recommendations and tax-aware strategies for clients approaching or in retirement.

Traci Wood is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 2000 and has also worked at Bank of America N.A. since 2020. 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.

James Herrin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and Higginbotham, and has a background that includes multiple periods of full-time education and experience at The Orvis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Dustin Smith is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates for 15 years prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christian Harden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and experience beginning in 2019. His prior roles include positions at NF Smith & Associates, L.P. and the University of Central Missouri. He is currently based in Austin, TX. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering collaborative annual financial planning engagements.

Dennis Kittrell is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a rental property business with his spouse in Weimar, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

M Tyer Jr. is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Kingstone Condo Association. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, emphasizing assets held in Ameriprise Managed Accounts.

David Petersen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2013 and associated with Charles Schwab bank since 2015. Outside of his advisory role, he serves as CEO of One Day LLC, a company involved in hotel and lodging businesses. 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 advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.