Adam Ulatoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides clients with comprehensive financial strategies encompassing retirement planning, risk and tax minimization, insurance considerations, and wealth transfer strategies. Adam's approach centers on outcomes and goals, continuously adapting client strategies according to changes in their life circumstances and investment preferences. Adam graduated from the University of Texas in 2008 and completed his football career with the Longhorns in 2009 as an All-American and Academic All-American. He joined Merrill Lynch Wealth Management in 2012. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional role, Adam is married to his wife Emily and has two sons, Evan and Daniel. He enjoys sports, music, cooking, and spending time with his family. Adam is involved in his community as an active board member of the Neighborhood Longhorns Program, volunteers with the NFL Alumni to assist local children, and helps prepare meals for families at the Ronald McDonald House of Central Texas.

Samuel Vaughan Jr. is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Northeastern Securities, Inc. and San Blas Securities. Vaughan serves as an advisory member of the Texas Association of Counties Investment Education Committee, where he presents on topics related to public funds investment and recordkeeping. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anne Morgan Salpeter is a financial advisor with LPL Enterprise in Austin, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of finance, she has been involved with AMusin Entertainment, Inc. for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and a range of brokerage and insurance products. The firm provides investment advice primarily through its network of investment adviser representatives who utilize LPL’s research, model portfolios, and third-party strategists.

Matthew Marchak is a financial advisor at Morgan Stanley in Austin, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs, The AYCO Company, Wells Fargo Bank, and other firms. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, delivering tailored financial planning supported by a range of investment programs and firm-approved planning tools.

Michael Clay is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. Prior to that, he was with The Whittemore Collection, LTD. from 2015 to 2018. J.P. Morgan Securities LLC 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 in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of products including security-based swaps and futures commission merchant activities.

Sharbel Chartouni is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities in 2022. 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 an ESG eligibility framework to recommend approved funds and strategies.

Maguy Amine is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with J.P. Morgan Securities in Austin, TX. Her career includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Frost Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser services.

Omar Quintanilla is a financial advisor at Merrill based in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at Bank of America and Chase Bank. Merrill, along 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 plans, corporations, and charitable organizations.

Justin Green is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has experience with Chess In The Schools and The Princeton Review. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anastasia Desyatnik is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Her prior work history includes roles at Merrill and Bank of America. She is based in Austin, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Patrick Neil is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Private Bank since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Martin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Prior to that, he had roles at CRAE Investment Group and Ocean Bay Volleyball Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including the period when it operated as Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Edgar Gonzalez is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 proprietary tools and market simulations.

Wasana Pangan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial field. Before joining Merrill in 2006, she worked as an economist and analyst for the Central Bank of Thailand. She works primarily with individuals and families focused on preserving, growing, and transferring wealth to future generations. Her client services include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, and socially responsible investing, among others. Dr. Pangan holds a Bachelor's degree in Electrical and Systems Engineering from King Mongkut's Institute of Technology Ladkrabang in Thailand, a Master's degree in Industrial Engineering from Columbia University, and a Ph.D. in Economic Decision Analysis from Georgia Institute of Technology. She is a CERTIFIED FINANCIAL PLANNER (CFP) professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Thai. Based in Austin, Texas, Dr. Pangan lives with her husband Ed and has two adult children. She enjoys cooking, gardening, music, reading, swimming, traveling, watching movies, and spending time with her family. Her approach to financial advising emphasizes truthful advice, responsiveness, understanding the uniqueness of each client, continuous learning, and thorough analysis to help clients achieve their life goals.

Simon Ignat is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill and Bank of America, he worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside the financial industry, he operates a part-time DJ and wedding services business. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tommy Bentley is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2017. Prior to that, he worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Bentley also maintains a licensed insurance agent role specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research.

John Erickson is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Edward Jones in 2024, he worked for American Funds and American Funds Distributors Inc from 2004 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Justin Williams is a financial advisor at Merrill in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.