Isiah Travis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL and Oracle. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services primarily on a non-discretionary basis.

Spencer Moore is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Chickasaw Capital Management, and Rhodes College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, offering a diverse platform that includes fee-based financial planning, portfolio management, and capital markets activities.

Van Hasie 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 Tex-Con Oil Company and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Emily Smyth is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where she has worked since 2015. She has nine years of industry experience. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Nicholas Hartley is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX. He has nine years of industry experience and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Tyler Beaty is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with clients to understand their needs and helps them feel comfortable about their retirement plans. Tyler began his career at Fidelity Investments in 2015 as a Work Place Planning & Guidance Consultant. Over the years, he has held various roles within the company including Financial Representative (2016-2017), Relationship Manager (2017-2018), Investment Consultant (2018-2022), before assuming his current position. This progression reflects his ongoing commitment to supporting clients' financial goals through different facets of financial planning and investment consulting.

Cade Bortle is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining Charles Schwab, his work history includes positions outside the financial sector. Charles Schwab 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 and provides comprehensive custody and brokerage services.

Robert Spradling is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials. He joined LPL Financial in 2026 and has prior experience at First United Bank and Trust, Charles Schwab, and various roles outside the financial industry, including service with the Texas Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services.

Angie Brinkley is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 credential and has previously worked at firms including Bank of America, Merrill, Royal Alliance, and OSAIC. Outside of her advisory role, she manages Freddie Brinkley Talent, an entertainment business involving a dog actor and influencer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Ben Wempe is a financial advisor with J.P. Morgan Securities in Austin, TX, holding the CFP® and ChFC® designations and possessing 14 years of industry experience. He has been with JPMORGAN Securities LLC since 2013 and is also owner of Wempe Enterprises LLC. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Darrik Fisk is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. He previously worked at First Command Financial Planning from 2011 to 2021. 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 with integrated brokerage, custody, and advisory services.

Cole Gaches is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Arizona State University and NeuroPlay Academics. 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 range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Adriana Perez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019. 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 research from Wells Fargo Investment Institute and third-party sources.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Jacob Kline is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds the Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has been with Wells Fargo since 2025. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and offers a range of financial products through its bank and insurance affiliates.

Gerardo Zamora is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo from 2011 to 2019. Outside of his financial career, he serves as a director of Little Hive Atx, a private Montessori school co-founded with his wife. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Meredith Teden is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory work, she owns Mermer Corp, a consulting business, and is establishing McTeden, LLC to transition to AFG in 2024. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and a centralized consulting team, to deliver personalized retirement advice.

Jordan Dewitt is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Assurance IQ, and Morgan Stanley. 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Abran Soria is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to define their financial goals and develop portfolio strategies designed to help reach those goals. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. Abran's expertise includes general investing, retirement planning, and saving for unexpected events. He places emphasis on understanding his clients' priorities to tailor strategies that align with their needs. His professional designation is Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the Texas State University System and a Master of Business Administration (MBA) from the University of Texas System.