Solomon Davis is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held various roles within Morgan Stanley and its Private Bank since 2015. From 2014 to 2018, he was also involved with Infinite Auto LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory process.

Jan O'Connell is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and totaling 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved in product sales and promotion related to grocery stores through Pita Pal Industries, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Shayla Worley is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan since 2015 and is involved in gymnastics coaching through roles such as a beam clinician at Beam Queen Bootcamp and a gymnastics clinician for the University of Georgia Gymnastics camp. Worley is also a partial owner and passive investor in a family-owned Ubreakifix franchise operation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Fernando Landeo is a financial advisor with Wells Fargo Clearing based in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2010. 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 through its large network of financial advisors and offers both brokerage and advisory solutions.

Kay Russell is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade from 2014 to 2021. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Rachel Deaton is a Series 66-credentialed financial advisor at Morgan Stanley in Austin, Texas, with five years of industry experience. She previously worked at Red LLC before joining Morgan Stanley and its Private Bank in 2021. Outside of her advisory role, she is also involved as an artist through her business, REDeaton LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and wealth management solutions.

Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Carlos Guerra is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities in Austin, TX. He has worked at J.P. Morgan Securities since 2012 and is also involved as a partial partner in a family investment partnership based in Mexico. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by a centralized due-diligence framework.

John Dover is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services supported by multiple advisory platforms and a variety of third-party solutions.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Isaac Saenz is a financial advisor with Primerica Advisors in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2015 and was previously employed at Emerson Tool Inc. from 2018 to 2020. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading and portfolio implementation to BNY Mellon Advisors.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Donald Mc Graw is a financial advisor at Edward Jones in Austin, TX, holding the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions, operating under a fiduciary standard.

Melody Kump is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. Her prior work includes roles at Raymond James & Associates and Live Oak Investment Partners. Outside of her advisory work, she is involved as president and owner of Texas Hills Financial Group and THFG, LLC, and is active in local chambers of commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of customizable investment strategies through independent Financial Professionals and maintains proprietary models alongside access to third-party managers.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Alex Garcia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has worked at multiple firms including SWBC Investment Services and J.P. Morgan Securities. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of investment management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customized strategies under various program structures and supervisory arrangements.

Mitchell Rentschler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 license and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gavin Loftus is a CFP® credentialed financial advisor with Edward Jones, based in Dripping Springs, TX, with 27 years of industry experience. He has been with Edward Jones since 2000. Outside his advisory work, he is a general partner of Weeton Properties LLC, a property holding business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.