Jay Laflair is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2010. Outside of his financial advisory work, he owns and operates a batting cage where he provides baseball lessons to children on weekends. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and utilizes structured discovery processes and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Alberto Padilla Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Wells Fargo Bank, NA since 2022 and previously held positions at Lincoln Heritage Insurance Company and Genmark Diagnostics. Outside of his advisory role, he created and managed TikTok video content. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions supported by research and analytics.

Otto Gindler is a Series 66 credentialed financial advisor with three years of industry experience. He is currently associated with Cetera and concurrently works as a Senior Tax Accountant at Gindler, Chappell, Morrison & Company. He also serves as Treasurer and Executive Committee Member for the nonprofit Austin Sunshine Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and diverse investment solutions.

Mark Thannisch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and totaling 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as CEO of HCT Cattle Company, an agricultural business. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research.

Kenneth Yergen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work history includes roles at A+ Federal Credit Union and Charles Schwab & Co., Inc., as well as service in the United States Marine Corps. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with a range of discretionary and non-discretionary program options.

Andrew Westerkom is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent five years at All About Vapor, Inc. Outside of finance, he produces a podcast and has done voice-over work as an independent contractor. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, offering diversified solutions to meet clients’ risk profiles.

William Brandenberger is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and with 26 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs. The firm combines in-house and third-party investment managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Rachel Jensen is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, Jensen serves as a director of Spearfish Investments, Inc., a corporation associated with the Office Evolution franchise in which her spouse is president. 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 strategies supported by internal and third-party managers for a range of individual and institutional investors.

Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of ongoing client relationships.

Evelyn Richey is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions outside of finance in organizations such as Corepower Yoga and Fort Worth Brain And Spine Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Cary Clevenger is a financial advisor at UBS Financial Services in Austin, TX, holding the Series 66 designation with five years of industry experience. Prior to his current role beginning in 2019, his work history includes positions outside of finance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering custody, underwriting, and capital markets solutions alongside advisory services.

Douglas Deaton is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following five years at Sanford C. Bernstein & Co., LLC. Based in Austin, TX, Deaton provides financial advisory services within a large institutional framework. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated advisors. The firm’s approach incorporates structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience working with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016 in Austin, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of investment products, including security-based swaps and futures.

Julia Schell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Goldman Sachs and Deloitte. 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 applying an ESG eligibility framework when recommending strategies.

James Palmer III is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he serves as an expert witness and provides financial plan production services to Ameriprise advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports delivered by a centralized consulting team.

Natia Rage is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and various Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. 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, institutional clients, and municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Sang Lee is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Sang works closely with clients to understand their financial goals and develop personalized strategies to address short-, mid-, and long-term objectives. His areas of focus include general investing, retirement planning, and contingency savings, providing comprehensive financial guidance tailored to individual needs. Sang holds a Bachelor's and a Master's degree from the University of Houston System. He also holds the Professional Investment Advisor (PIA) designation, reflecting his expertise in investment advising. Sang serves as a resource by offering ongoing advice and coordinating access to Bank of America specialists for banking, credit, home financing, and small business solutions as appropriate. His professional approach centers on uncovering what matters most to clients and their families, enabling the creation of strategies that align with their financial goals. Sang emphasizes building a collaborative relationship to address clients' concerns and questions throughout changing circumstances.

Rhonda Maywald is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current role at Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.