Alex Garcia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has worked at multiple firms including SWBC Investment Services and J.P. Morgan Securities. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of investment management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customized strategies under various program structures and supervisory arrangements.

Mitchell Rentschler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 license and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gavin Loftus is a CFP® credentialed financial advisor with Edward Jones, based in Dripping Springs, TX, with 27 years of industry experience. He has been with Edward Jones since 2000. Outside his advisory work, he is a general partner of Weeton Properties LLC, a property holding business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Phillip Mcduffee is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His background includes long tenures at Minnesota Life, Securian Financial Services, and C.R.I. Securities, alongside independent roles such as owner of Twin Oak Advisors and director of the McDuffee Family Foundation. He is also a trustee for Stop Alzheimer’s Now and serves on the board of FINSECA. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Luke Villarroel is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include time as a student and a position at Katy Classical Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Samuel Hatchitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in education with Eanes Independent School District and Austin Independent School District. Outside of his advisory role, he is co-owner and herd manager at Hatchitt Hill Ranch, a beef cattle operation. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual investors, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large national network of financial advisors and branch offices.

Michael Johnson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Austin, TX. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Texas Rugby Alumni Association. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver comprehensive, non-discretionary retirement recommendations through a centralized consulting team.

John Webster is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Carolina's Wealth Management and J.P. Morgan entities. 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 investment recommendations.

Dylan Jennings is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Northwestern Mutual. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Cheri Hartman is a Series 66-licensed financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is involved in several baking businesses and performs as Mrs. Claus at seasonal events in Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Dylan Campbell is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Barrett is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has focused on providing disciplined, long-term investment strategies to high-net-worth corporate executives, entrepreneurs, and philanthropic organizations. He works closely with individual clients to help them actively pursue their financial objectives and those of future generations, while also guiding philanthropic organizations through wealth management strategies that support their missions. John holds several professional designations, including the Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from SUNY Cortland. In addition to his advisory role, John offers philanthropic consulting through Bank of America's Institutional Investment & Philanthropic Solutions Group and collaborates with Merrill Institutional Consulting specialists to serve institutional clients. Since 1996, John has been a featured speaker at the Securities Industry Association's conference at The Wharton School. He actively serves many charitable organizations in his community. Outside of work, John enjoys adventure sports, baseball, spending time with his family, and traveling.

Kimberly Sowers is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Women in ETFs and Sage Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies through multiple advisory programs and a blend of in-house and third-party managers.

Stephen Feinstein is a Series 66–licensed financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 18 years of industry experience and has worked at J.P. Morgan Securities since 2009, including a concurrent role at JPMORGAN Chase Bank, N.A. since 2016. 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 additional market-facing registrations and functions.

Russell Philips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ford Thompson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Andrew Marcus serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Austin, Texas. In this role, he focuses on comprehensive wealth management, helping clients make confident, long-term financial decisions. His expertise encompasses managing new wealth, portfolio management services, and retirement income. Marcus employs a disciplined, client-first approach, combining strategic insight with personalized guidance to develop customized strategies and deliver trusted, relationship-driven advice. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Greenhill and attendance at the University of Texas System, with no degree conferred. Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Nichole Saray is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank, as well as JPMorgan Chase Bank. 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 applying an ESG eligibility framework in its recommendations.

Gracie Carter is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Manulife, John Hancock Retirement from 2022 to 2026. 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.

Luke Skifich is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at First Allied Securities, Inc., The Fox Alliance, and Nfp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and various analytical tools.