Jonathan Alfred is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, concurrently working at Bank of America N.A. since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Strealy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. 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.

Zachary Feehan is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, Jet Propulsion Laboratory, and various periods focused on full-time education. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Olivia Countiss is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years. Outside of her advisory role, she is a co-owner of Capestone LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Mecholah Hayden is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Austin, TX, and has seven years of experience at Wells Fargo in various roles since 2015. Prior to joining Wells Fargo, Hayden worked at Limited Brands. Outside of advising, Hayden serves as a power of attorney for their mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Patricia Richeson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Alerus Financial from 2016 to 2023 before joining Mass Mutual and its subsidiary firm in 2023. 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, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

George Henry is a CFP® with 38 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he is involved in real estate management through a business ownership in Austin, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jacob Dorsey is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has experience working at several financial institutions, including Comerica Bank and Plains State Bank. His industry experience began in 2019, with prior roles at Third Coast Bank and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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 guidance, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.

Samer Abdelmasih is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 solutions supported by multi-asset model portfolios and centralized operational structures.

Jonathan Dewoody is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 offerings.

John Driscoll is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo. He also operates Driscoll Wealth Management LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Cindy Cook is a CFP® and ChFC® with 28 years of experience in the financial services industry. She currently serves as an independent advisor at Raymond James Financial Services Advisors, Inc., where she has worked since 2019. Prior to this, she held roles at Bank of America and Merrill. Outside of advisory work, she receives royalties from mineral rights she owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its advisors with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA Employer Advisory services.

Benjamin Murray is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm serves institutional clients with both discretionary and non-discretionary options and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Jefferson Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He advises a range of clients including high-net-worth families, business owners, corporate clients, endowments, foundations, and non-profits. John began his financial career in commercial banking, specializing in financial solutions for companies and business owners, before joining Merrill Lynch Wealth Management in 1997. His experience includes constructing personalized portfolios, managing complex lending strategies, and overseeing asset allocation and wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree in finance from Texas A&M University. Outside of his professional work, he enjoys biking, fishing, football, hiking, hunting, and spending time with his family.

Sakshi Dhavalikar is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked within various departments at J.P. Morgan and The University of Texas at Dallas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

George Covert Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is a partner in a real estate investment LLC based in Austin, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research.