Holly Peritz is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, 1st Global Advisors, Momentum Independent Network, and Hilltop Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Kelly Hardziej is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Merrill from 2015 to 2020 and again since 2021, with a brief tenure at Wells Fargo Clearing in 2020-2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Han Bunch is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and modeling techniques.

Isaac Espinoza is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Isaac has a Bachelor's Degree from the University of Texas at Rio Grande Valley. His role focuses on providing financial advisory services within Merrill Lynch Wealth Management.

Pamela Lafferty is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Kenny is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has been with the firm since 2018 and previously worked at TD Ameritrade from 2009 to 2018. He holds Series 63 and Series 66 credentials and is based in Austin, TX. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Isabel Helal is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles outside the financial industry, such as positions at Joi Asian Bistro and involvement with the UT Football Team. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Luce is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at West Texas National Bank and various positions connected to Texas Tech University. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and integrated financial offerings.

Marcus Hernandez is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Bank of America, Edward Jones, Northwestern Mutual, JPMorgan Chase Bank, and Charles Schwab. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremiah Taylor is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018 and 2021, respectively, and has prior experience with BG Multifamily, the University of San Marcos, Amazon Fulfillment Center, and Texas State University. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence on alternative investments.

Rey Garza is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Charitable Gift Planners of Austin. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Melissa Moreno is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Wamu Investments, Inc., and she is currently a partner at Jetta Realty LLC, a business established to generate Airbnb rental income. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a process supported by centralized due diligence and a range of derivative and commodities capabilities.

Steven Myers is Vice President and Financial Consultant at Fidelity Investments. In his current role, he provides tailored, holistic financial guidance that aligns with clients' personal goals and values. He has experience in investments, retirement planning, tax-efficient investing, and estate planning considerations. Steven has been with Fidelity Investments since 2021, serving first as a Financial Consultant before advancing to his current position in 2024. Prior to Fidelity, he worked as a Financial Advisor at Raymond James from 2020 to 2021 and as a Financial Service Professional at Charles Schwab from 2018 to 2020.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. 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 broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Tucker Watson is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. He is also the owner and limited partner of Smith, Watson and Watson, Limited, a real estate holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Sunita Sumair is a financial advisor at Charles Schwab with 8 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2017. Prior to joining Schwab, she was employed by the YMCA of Greater Houston. 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 advisory relationships with access to affiliated discretionary models and offers a centralized operational structure supporting a large client base.

Khan Kammerer is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2014. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

George Soulayrac is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Favorite Health Care Staffing and Thrivent Financial. Soulayrac was also involved with an online venture, Businex, LLC, which was never operational. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Matthew Rosenthal is an Investment Consultant at Fidelity Investments, where he partners with clients to help build financial plans aimed at achieving their goals. He focuses on assisting clients in making educated financial decisions. Matthew has progressed through various roles at Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, and CRA from 2021 to 2022. This experience has contributed to his understanding of investment consulting and client relationship management. Outside of his professional work, Matthew has interests in baseball, movies, outdoor adventures, and traveling.

Marguerite Gibbons is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Her prior work experience includes roles outside of finance at Oak Hill Eye Care and various food service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios delivered to intermediary platforms.