Casey Fry is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Symonds Wealth Management, Principal Life Insurance Company, Principal Securities Inc., Raymond James Financial Services Advisors Inc., and Southside Bank. Fry is based in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Michael Wren is a financial advisor with Kestra Advisory in Austin, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and KMS Financial Services, Inc. Outside of his advisory work, he owns a hand tool distributorship. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Turner Schuster is a CFP® professional with three years of industry experience, currently serving as an advisor at Kestra Advisory. Prior to this role, he worked at Schuster Financial Services and spent over a decade with the Columbia Police Department. He serves on an advisory panel that addresses the needs and mental health challenges of first responders in Boone County. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages investment solutions supported by thorough due diligence.

Pamela Espinosa is a Series 66 licensed advisor with Kestra Advisory who has 15 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2017 and previously spent seven years at SII Investments. Pamela is also the manager and member of Davis Advisory Group, LLC, where she provides financial planning, investment management, and insurance services. Kestra Advisory Services offers investment advisory and retirement plan consulting to institutional and individual clients, with services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and supports a range of investment platforms and third-party solutions.

Jacob Adams is a CFP® professional affiliated with Principal Financial Services in Austin, TX, with 18 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for nine years and held roles at Realized Financial, Inc. and WealthForge Securities before joining Principal in 2025. Adams is also licensed as an insurance agent, involved in the sale and service of life, annuities, disability, long-term care, health, and group insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Robert Evans is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Edward Jones in 2021, he worked for BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large network of financial advisors and branch offices nationwide.

Rosalynd Shaw is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2026, and earlier at Gallagher Bassett from 2016 to 2021. She holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jacob Arnold is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Baylor University and various other positions outside the investment industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Justin Pounds is a financial advisor with J.P. Morgan Securities in Buda, Texas, holding a Series 66 designation and 11 years of industry experience. Before joining J.P. Morgan in 2026, he worked at Merrill for 11 years and Bank of America for 19 years. Outside of his advisory role, he and his wife own and manage rental properties in Texas. 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 an ESG eligibility framework.

William Collins is a Certified Financial Planner (CFP®) with over 42 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation for several decades. Collins also works as an insurance agent, assisting clients with life insurance and long-term care insurance needs. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory services, financial planning, and access to multiple portfolio management platforms through a large network of affiliated advisers.

Gregory Rychlik is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following a prior role at MetLife Securities. Outside of his advisory work, he serves as president of a local board, where he provides leadership and guidance on events and fundraisers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm utilizes detailed client information and firm-approved analytical tools to deliver written recommendations as part of annual financial planning engagements.

Vlad Bahrencu is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with four years of industry experience. He previously worked at RSI, Inc. and Club Corp - Lost Creek Country Club. Outside of his advisory role, he is the managing member of BuildUP Investments, a real estate investing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Mark Kritzer is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, institutions, and corporations across the United States. He brings over 30 years of experience to his role, guiding clients through complex financial decisions and helping them develop customized portfolios aligned with their unique goals and risk profiles. Mark’s approach centers on understanding each client’s concerns and aspirations, allowing him to craft tailored strategies for wealth preservation, growth, and distribution. Throughout his career, Mark has developed expertise in portfolio design, retirement strategies including 401(k) plans, trust and estate planning services provided through Bank of America Private Bank, 529 education plans, charitable giving strategies, and access to credit and lending via Bank of America, N.A. He integrates a client's investment portfolio within a broader context of financial planning, offering coordinated services that address cash flow, tax considerations, and long-term wealth transfer. Mark earned a bachelor’s degree in Finance and Real Estate from the W.P. Carey School of Business at Arizona State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Mark resides in Austin, Texas, where he enjoys baseball, basketball, football, golfing, and traveling. He is also active in community volunteering, reflecting the Merrill tradition of service in the communities he serves.

Chris Moyseos is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley and its affiliated private bank since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct relationships and corporate financial planning agreements.

Michael Portman is a financial advisor at Wells Fargo Clearing with 55 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Old Austin Neighborhood Association, focusing on preserving neighborhood integrity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Robert Fernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. He is based in Austin, TX. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates a structured planning process that includes firm-approved tools and modeling techniques.

Bianca Lindsey is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 1994 and holds professional designations including CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). Bianca completed the Longevity Training Program at The University of Southern California, Davis School of Gerontology, and earned a Bachelor of Business Administration degree from Kaplan University. Her areas of focus include college education planning, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and tax minimization. Bianca is originally from the Pacific Northwest and enjoys connecting with clients on a personal level. Outside of her professional work, Bianca is involved with community organizations such as Austin Pride, HAMM, and Meals on Wheel. Her personal interests include biking, cooking, gardening, music, and spending time with her family.

Shanicia Harris is a financial advisor at Morgan Stanley with 10 years of industry experience. She previously worked at JP Morgan Securities, Capital One Investing, and Charles Schwab. Harris holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Michael Krumholz is a Financial Advisor at Merrill Lynch Wealth Management and a member of the OAKS Wealth Management Group since 2022. He works alongside a team with over 80 years of collective experience, providing clients with personalized wealth management strategies tailored to their individual financial goals. Michael's focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. An Austin native, Michael holds a Bachelor of Science degree from Tulane University. Prior to his career in financial advising, he spent six years as a math and science educator in Houston, a background that continues to influence his approach to client relationships. Michael holds the Personal Investment Advisor (PIA) designation and values integrity, openness, and transparency in his professional interactions. Michael is involved in the community through participation with the Shalom Austin Jewish Foundation. Outside of work, he enjoys spending time with his family, traveling, and watching movies.