Soly Kor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011, following prior roles at Evolve Investment Advisors and Riverstone Wealth Management. He is also the owner of Kor Financial Wellness, a financial services business based in Austin, TX. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Waldrop is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2003 and 2011, respectively. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Seybold is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency, covering a range of financial services over two decades. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Scott Hartgraves is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Regions Bank, and Charles Schwab. Outside of advising, he is a rental property owner and landlord in the Round Rock, TX area. 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and alternative investment options.

William Jarvis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. His prior work experience includes roles at Trader Joe's, MassMutual, Spectrum Brands, and the University of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated capabilities beyond advisory services.

Catherine Romualdez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, emphasizing structured discovery and advanced analytic tools in its planning process.

Terry Flesher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 1996, including 21 years at Charles Schwab Bank. Outside of his advisory role, he serves as a board member for the Westcave Discovery Center, a nonprofit organization, where he collaborates on fundraising initiatives. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Christopher Kowal is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014 and 2015, respectively, and previously spent one year at New England Securities. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Rohan Chopra is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 credential and four years of industry experience. He has been with Edward Jones since 2020, with a brief period as a student and other work experience at Best Buy and a campus computer store. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, 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.

Jaclyn Taylor is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she worked with Rover and spent three years with the Austin Independent School District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Luke Calhoon is a financial advisor with Wells Fargo Clearing based in Austin, TX. He holds a Series 66 designation and has worked in the financial industry since 2021, including prior roles at Grier, Reeves & Lawley, PC, BWI Inc, and Fuoco Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support portfolio construction.

Jose Jaimes Hernandez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Guy Weinhold is a CFP® professional with 30 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he coaches tennis at the Austin Tennis Academy and operates a wine consulting business as a WSET Certified Sommelier. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Graham Johnson is a financial advisor at Edward Jones in Lakeway, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he gained work experience in healthcare and customer service roles, including at several medical centers and Taco Bell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Chirino is a financial advisor at LPL Financial with 26 years of industry experience. She has previously worked at USAA Financial Planning Services and USAA Financial Advisors Inc. Chirino holds Series 63 and Series 65 licenses. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on providing diverse investment options through a large network of advisors.

Julia Swayne is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she held various roles in hospitality and education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Kenneth Mann is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Grace Grisi is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Ellinwood is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked for Weatherford LTL for 23 years. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

William Spencer Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is an officer of Daisybully LLC, a property management business based in Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques.