Patrick Gibbons is a financial advisor with LPL Financial based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2025, he spent 15 years at SCF Investment Advisors, Inc. and SCF Securities, Inc. He serves as a non-profit board member for Travis Country HOA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Stephen Hanvey is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been with Raymond James Financial since 2009 and owns Hanvey Financial, a separate support company. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Merrill and Wells Fargo, with multiple roles spanning both advisory and banking functions. 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.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Felix Erbring is a Private Wealth Manager with Merrill Private Wealth Management, based in Austin, Texas. He brings over 22 years of experience in private wealth management, specializing in liquidity management, managing new wealth, socially responsible and values-based investing, ESG investing, and working with clients in the sports and entertainment sectors. Mr. Erbring holds a Bachelor’s degree from Clemson University and earned an MBA in Finance from the University of Texas at Austin, where he was recognized as a J. Anderson Fitzgerald Scholar. Prior to joining Merrill, he held positions at Goldman Sachs, Morgan Stanley, and UBS Wealth Management. He holds the Personal Investment Advisor (PIA) designation and collaborates on a team with Roger Berry and Ted Gray. Outside of his professional commitments, Mr. Erbring’s personal interests include scuba diving, surfing, and traveling.

Caleb Hulbin is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to banking and lending services through Bank of America. Caleb holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Texas System. His approach centers on understanding what matters most to clients and their families to create tailored strategies for their financial objectives.

Donna Bromfield Day is a Series 66-registered financial advisor with Wells Fargo Clearing in Austin, TX, bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Matt Williamson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to this, he was involved with Blacklight Pictures from 2015 to 2017. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. 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 advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michelle Graham is a Wealth Management Advisor at Merrill Lynch Wealth Management. She rejoined the firm in 2015 and has been working in the financial services industry since 2001. Michelle collaborates with clients to identify their life priorities and develops customized financial strategies tailored to their personal circumstances and unique perspectives. She is a specially qualified Portfolio Manager who manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Michelle holds a bachelor's degree from the University of Notre Dame and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Her expertise includes college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. Additionally, she is involved with Bounce Marketing & Events, LLC. Outside of her professional role, Michelle resides in Austin with her husband and their three children. Her personal interests include cooking, gardening, music, reading, running, spending time with family, tennis, traveling, volleyball, and yoga.

Candi Trevino is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for five years before joining J.P. Morgan in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a centralized due-diligence process on a non-discretionary basis.

Colin Bruenjes is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF for 11 years. He is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Dale Bistline is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Based in Austin, TX, his career includes service at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models to assist clients with financial and estate planning.

Elias Morales is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. He has worked at several firms including Tesla and Equitable prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset types.

William Pittman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years at JP Morgan Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, employing methods such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

William Wolf is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Citi and CoreLogic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Angela Caffey is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the proprietor of a business focused on purchasing pre-foreclosed homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 using firm-approved tools and modeling techniques.