Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside the financial industry, he operates a part-time DJ and wedding services business. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tommy Bentley is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2017. Prior to that, he worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Bentley also maintains a licensed insurance agent role specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research.

Kendall Simpson is a financial advisor with Edward Jones in Dripping Springs, TX. He holds the Series 66 designation and joined Edward Jones in 2023. Prior to his current role, Kendall worked at Lake Austin Spa and Resort and Concordia University - Texas, among other positions. 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 large nationwide network of financial advisors and branch offices.

John Erickson is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Edward Jones in 2024, he worked for American Funds and American Funds Distributors Inc from 2004 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Justin Williams is a financial advisor at Merrill in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

Hardie Barr Jr. is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Bowman is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in a family investment group focusing on residential properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Rebecca Harbek is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and possessing six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 1995. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elise Morales is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with six years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and 49 Financial. He also has a background that includes experience in education and hospitality. 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 various institutional investors.

Rene Corbett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling techniques as part of its advisory process.

James Williams is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Before entering the financial sector, he spent 21 years with Campus Crusade for Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Luis Gonzalez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab & Co for six years, along with roles at AdvisorAssist, LLC and the Texas Department of Insurance. Outside of his advisory work, he manages a rental property in Corpus Christi, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, multiple portfolio management styles, and municipal advisory services.

Scott Obenshain is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets LLC since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm provides multiple wrap fee advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile.

Shannon Taylor is a financial advisor at LPL Financial with 18 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial, Taylor worked at University Federal Credit Union, CUSO Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Swbc Investment Services. Taylor also served in the U.S. Army Reserve for 13 years. In addition to advisory work, Taylor is an author outside the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Austin Locklear is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting entrepreneurs and families with comprehensive financial strategies aimed at protecting, growing, and transferring their wealth. His client focus areas include college education planning, family wealth management strategies, legacy planning, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Austin holds a bachelor's degree from Texas A&M University and a master's degree from the Seattle School of Theology & Psychology. He is licensed as a Life Accident and Health Insurance Agent and holds FINRA Series 7 and 66 registrations. Fluent in English and Spanish, Austin is committed to building strong relationships with his clients to help them address critical financial decisions. Originally from Dallas, Texas, Austin attended Trinity Christian Academy. He currently resides in West Austin with his spouse and three children and enjoys golf in his personal time.

Mark Boriskin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at various firms including Bbva Wealth Solutions and Compass Bank. Outside the financial industry, he is an owner and partner of a BBQ company involved in competitive BBQ and producing sauces and rubs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Miguel Zorrilla is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the board of Southwestern University, where he is involved with the Fiscal Affairs, Student Affairs, and Investment Committees and currently chairs the Fiscal Affairs Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.