Peter O'Malley is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 12 years of experience in the industry. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 emphasizes a structured planning process that includes advanced analytical tools and modeling for outcomes, while generally acting in an advisory capacity.

Russell Bacon is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Crux Wealth Advisors. Outside of his advisor role, he is involved in multiple financial advisory and strategic consulting businesses based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Candace Stone is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 1993 to 2009. Stone is currently based in Austin, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs. The firm offers customized financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tasha Gilkey is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has previously worked at Financial Engines Advisors L.L.C., Desert Financial Credit Union, and Wells Fargo Bank N.A. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services with an emphasis on diversified portfolios and long-term strategies.

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brian Hammersley is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney LLC since 2013, and UBS Financial Services from 2002 to 2013. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Joshua Pottinger is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a mobile outdoor kitchen business and serves on the Board of Directors for Make a Wish Central and South Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers additional capital markets and banking services.

Andrew Vonehrenkrook is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial in Austin, TX. He previously worked at The Perspective Group, LLC for six years. Outside of his advisory role, he is involved in tax preparation and accounting services through Graystone Financial Services, LLC, and is a partner in two local Austin-based businesses, The Groovy Event Co and Austin Connections LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies, supported by technology tools and a broad suite of affiliated financial services.

Joel Bravo is a financial advisor at Edward Jones in Taylor, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for the City of Bryan for 17 years. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joe Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and 14 years as a self-employed professional. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

David Berry is a Private Wealth Advisor with Merrill Private Wealth Management, having joined the firm in 2022. He supports successful individuals and families by connecting their wealth to their lives, with a focus on preparing business owners and entrepreneurs before, during, and after liquidity events. His client services emphasize family wealth management strategies, legacy planning, liquidity management, managing new wealth, and tax minimization. David's professional background includes leadership in Corporate Development at Workrise, where he executed acquisitions, divestitures, and strategic partnerships. He has experience as an associate at Blue Sage Capital, a private equity fund focused on founder-owned businesses in the lower middle market, and as an investment professional at ITE Management, where he participated in sourcing, due diligence, underwriting, and execution of industrial transportation assets. David began his career as an Investment Banking Analyst at Morgan Stanley, specializing in services industry transactions including consulting, IT services, payment processing, and professional services. His academic credentials include a Bachelor of Science degree in Finance and Entrepreneurship from the Kelley School of Business at Indiana University. He holds professional designations as a Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). David resides in Austin with his wife and two daughters. His personal interests include cooking, fishing, golfing, music, and traveling.

Frank Netherton is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, previously spending six years at A. G. Edwards & Sons, Inc. He serves as a trustee for several close friends and manages family estate matters, including acting as executor for his father’s estate and co-managing a family ranch. 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 combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors and $671 billion in assets under management.

Thomas Caldroney is a Series 65-credentialed financial advisor with 21 years of industry experience, currently working at Fisher Investments since 2002. He is based in Austin, TX. Fisher Investments serves a diverse client base that includes institutional investors, pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenny Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. He also manages his personal family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Joshua Knuffke is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Barton Associates and Pruco Securities LLC, as well as varied experience in retail and hospitality. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of insurance and trust services through affiliated entities.

Binh Nguyen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations with options that may incorporate an ESG eligibility framework.

Gloria Spencer is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment strategies and client portfolio management. Ms. Spencer earned her bachelor's degree from the University of Houston. Her role focuses on providing tailored financial advice to clients, drawing on her knowledge and experience in wealth management.

Holland Austin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. Prior to his current advisory role, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved planning tools in their process.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nancy Kilby is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions tailored to clients’ goals and risk tolerances.