Marcus Leyva is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at Jjmack Group, LLC and Waddell & Reed, Inc., spanning over a decade. Leyva has a background in insurance through various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Draeger is a financial advisor at Charles Schwab with a Series 66 credential and under two years of industry experience. His work history includes roles at Charles Schwab, Fidelity Investments, and client relations positions. 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 and discretionary investment options supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Saina Yadlapalli is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2019 and previously worked at New York University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Marni Widen is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She also owns Marntoons, a digital art business creating and selling digital pieces for friends and family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, and incorporates an ESG eligibility framework.

Cecilio Urquiza Marquez is a financial advisor with Wells Fargo Clearing based in Austin, TX. He holds the Series 63 and Series 65 designations and has eight years of industry experience. Prior to his current role, he worked at EZCORP Texas EZPAWN LP dba EZMONEY Loan Services for twelve years. 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 grounded in research and modern portfolio theory.

Logan Clipp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Christopher Wieland is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and had a brief tenure at Tecovas in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Melissa Strilka is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process that employs firm-approved tools and modeling techniques.

Landon Marino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate ventures, including land acquisition and subdivision through his privately owned company Fortress Builders. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, offering a broad range of investment and financial services.

Tina Matthews is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Before joining OSAIC in 2023, she worked at Sagepoint Financial, Inc. for 14 years and has a background that includes roles at OSAIC Services, Inc. and BBVA Compass Investment Solutions. Matthews also works as a Certified Divorce Financial Analyst (CDFA), assisting clients, primarily women, with financial planning during divorce proceedings, and serves on the Mercy Committee at Austin Ridge Bible Church, where she helps evaluate funding requests. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment process is model-based, utilizing portfolio optimization, risk tolerance assessments, and a variety of managed account options supported by a complex affiliate network and extensive product offerings.

Justin Masci is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Charles Schwab since 2017 and previously had a one-year break in employment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Mark Permenter is a financial advisor at Raymond James & Associates with 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stifel Nicolaus, UBS Financial Services, and Morgan Stanley. He holds the Series 63 and Series 65 credentials and is based in Austin, TX. 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, and public entities, and offers a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

Javier Ramos II is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Independent Wealth Consultants and IWC Financial Planning. His background also includes roles outside finance at Home Depot and Walgreens. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by extensive technology and a broad network of over 22,900 advisors.

William Lawes is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley in various capacities from 2013 to 2024. Outside of his advisory work, Lawes is the author of two fiction novels and a poetry book, which are publicly available, and he is developing a screenplay based on his writings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and capital markets solutions.

John Rowe is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at COSTAR Group and Blue Ridge Bank, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Richard Nelms is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Capital Chemical Brokers LLC for five years and Accord Petrochemical Brokerage for six years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Katherine Morsbach is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a co-owner of a water, fire, and mold restoration business in Northwest Austin, though she is not involved in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Angela Honey is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities, LLC, where she worked for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, providing both brokerage and advisory solutions along with research-driven investment approaches.

Akshay Gupta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of financial advising, he is involved in an electrical engineering business based in Jackson, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Zain Mian is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.