Stephen Hultgren is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mathews Wilkinson is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior experience includes roles at USAA Investment Management Company, Wedbush Securities Inc., and Ameriprise, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management, financial planning, and custody services.

Cameron Grose is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to his current role starting in 2019, he worked in the food service industry at Mozies and Starbucks and was involved with Blue Dahlia Bistro. 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 client relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Arthur Shearer is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo entities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. 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.

Andrew Mason is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Catherine Rowan is a financial advisor at Raymond James & Associates in Austin, TX, holding a Series 66 designation with 22 years of industry experience. She has worked at Raymond James & Associates since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as the acting executor for the estate of Richard Warner Stephens. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, and offers a range of financial planning and consulting services supported by firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.

Michael Arriaga is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, distinguishing it among large institutional advisers.

Randy Laboy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Charles Schwab for eight years and Kestra Investment Services for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Soly Kor is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Kor is also the owner of Kor Financial Wellness, a financial advisory business based in Austin. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a variety of portfolio management and advisory platforms.

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 at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Regions Bank. Outside of his advisory work, he is involved in managing rental properties in Round Rock, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

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.

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 at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2014. Based in Austin, TX, he has worked primarily within the firm’s bank and brokerage divisions. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments within an integrated, large-scale 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.