Abigail Sutterman is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley and its related entities prior to joining Merrill and Bank of America. Outside of her advisory work, she owns and operates a clothing design business based in Austin, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies with customization options and supports clients through custody and account administration services.

Michael Taylor is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Morgan Stanley and its related entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Katelyn Murff is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 credential. Her career includes roles at Morgan Stanley and Bank of America, N.A. She previously owned a print-on-demand clothing business, Check My Spelling LLC, which is currently inactive. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shelley Hatley is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Guillory is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and Cadence Bank, having previously worked at Bank of America, Merrill, The Northern Trust Company, and UBS Financial Services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Meyers is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Voya Financial Partners and VOYA Financial Advisors, along with running Crossroads Financial Services since 2011. 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 range of advisory and brokerage services, including financial planning and third-party asset management, supported by a broad platform and extensive advisor network.

Craig Stuart is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, 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, multi-asset model portfolios, and a structured alternative-investment program.

David Rodriguez is a CFP® professional affiliated with OSAIC, based in Austin, TX, with 31 years of industry experience. He has worked at OSAIC since 2023 and previously held roles at Sagepoint Financial, Inc., OSAIC Services, Inc., Sunamerica Securities, Inc., and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is president and CEO of Rodriguez Financial, Inc., which handles payroll and tax services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features comprehensive financial planning, managed portfolios, retirement plan consulting, and third-party money manager programs. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and rebalancing, supporting discretionary and advisor-managed strategies across multiple custodial and legacy arrangements.

Manasa Motamarry is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Charles Schwab since 2021 and previously held roles at Saipadh Infotech, H&R Block Inc, and SMK Consulting LLC. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational systems.

Georgina Kiss is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds a Series 66 license and is based in Austin, TX. Outside of her advisory work, she is involved in reselling clothing and shoes on Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daron Brockington is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab since 2019, as well as positions at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. Charles Schwab serves a large client base primarily composed of 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a highly integrated operational structure.

Hollis Jefferies is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo since 2016 and previously at A. G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, Jefferies is a co-owner of Bull and Bear Ranch, a cattle operation based in Austin, TX. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions supported by a large national platform.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Babak Haghighi is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at notable firms including The Vanguard Group, Wells Fargo, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Jeffrey Ferraris is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at University Federal Credit Union, Cuso Financial Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a non-discretionary program where clients retain final decision-making authority.

Dennis Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His prior experience includes roles at Bank of America and Merrill, where he worked for 11 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erdener Bekar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Bekar is the sole owner of a rental property in Maxwell, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Matthew Ulrick is a Certified Financial Planner (CFP®) with 17 years of industry experience. He currently serves as an advisor at Edelman Financial Engines, having been with the firm and its predecessors since 2014. His prior experience includes roles at TD Ameritrade and Securian Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios and long-term investment strategies.