Kelly Rutherford is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the Round Rock High School Band Booster Board in Texas. UBS Financial Services 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bryant Wilson is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including ownership of Index Insurance Solutions, LLC, an insurance and benefits firm. He also serves as an instructor for Adult Financial Education Services in Buda, TX. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Tanner Littleton is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at H-E-B Grocery Company for five years. 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, and institutions.

Jennifer Scroggins is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Jhfn Sii, Riverstone Wealth Management, Inc., KCM & Associates, and Mass Mutual Investors Services. She is the creator of The Bee Suite, a weekly meeting group for female professionals focused on community collaboration and education. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supports a range of investment strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Ryley Marker is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Jpmorgan Chase Bank, PPB Capital Partners, and Group One Trading, as well as a position at Drexel University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a centralized due diligence process that combines quantitative and qualitative research to build model asset allocations, serving clients with a range of eligible strategies including ESG considerations.

Joseph Wallace is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Financial Life Insurance, Cedar Fair, LP, and Walt Disney World. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to develop model asset allocations.

Lena Bartolotti is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to create model allocations, with an emphasis on regulatory compliance and a broad range of investment capabilities.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jason Hoffman is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Equitable Advisors. Outside of financial services, he has worked in the hospitality industry, including at Augusta National Golf Club and Halls Chophouse. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporations.

Daniel Winnette is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is a beneficiary of inherited mineral rights related to oil and gas royalties. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Jordon Jellison is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Jellison is also the owner of Jellison Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Eisenmenger is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise and its predecessor firms since 1994 and holds a Series 63 designation. Outside of his advisory role, he consults with financial advisors on practice transitions through Succession Path, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning and written recommendation reports focused on tax-aware withdrawal strategies and dependable income sources.

Mitchell Boyd is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Gerson Lehrman Group and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using algorithmic methods and oversight to manage a range of model portfolios.

Meagan Recinos is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2008. Outside of her advisory work, she is involved in sourdough baking and teaches related classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Marcos Morales is a CFP®-designated financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012, previously working with Chase Investment Services Corp. from 2006 to 2012. 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. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Brian Gramling is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked briefly at Live CGI and XLT Management. Outside of his advisory role, he is a partner in STAT Factor LLC, a sports research company based in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options and advisory services. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.