Abraham Choi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial services industry. Since joining Merrill in 2018, he and his team provide clients with personalized wealth plans, leveraging Merrill’s global investment capabilities and access to banking solutions from Bank of America. Abraham specializes in corporate benefit programs, including equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans, assisting corporate executives in integrating these benefits into long-term financial strategies. His expertise covers a broad range of client needs such as college education planning, family wealth management, international wealth management, retirement income planning, portfolio management, tax minimization, and small business strategies. Abraham’s approach is agenda-driven and goals-based, focused on creating predictability in clients’ financial futures while maintaining a customer-first philosophy. Abraham holds a Bachelor’s Degree from Baylor University and an MBA from Georgia State University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Korean. Outside of his professional work, Abraham is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas organization. His personal interests include adventure sports, basketball, chess, tennis, yoga, and spending time with his family.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.

Joshua Jasien is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal teams and third-party managers.

Rachel Click is a financial advisor at LPL Financial with 17 years of industry experience. She held a position at UBS Financial Services Inc. for 10 years before joining LPL Financial. She holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, employing a combination of proprietary research, third-party subadvisors, and customized strategies.

Jacob Moreno is a financial advisor at Mass Mutual Investors Services with one year of experience. He holds a Series 66 designation. Prior to joining MassMutual, Moreno worked in various roles including positions at City Limits Subaru/Idea Auto Group and Vessel Longevity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on annual, collaborative client relationships.

Jack Sutton Jr. is a financial advisor with Edward Jones in Elgin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones and associated with Motorola through Manpower since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the nation.

Noel Thelander is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in this role since 2011, working closely with families to develop personalized financial strategies that align with their long-term goals. Noel adopts a holistic approach, addressing various financial needs including budgeting, saving, investment management, income generation, estate planning, and wealth transfer. He collaborates with clients' CPAs, attorneys, and other professionals to craft comprehensive and appropriate financial plans. Noel specializes in assisting clients through significant life transitions such as marriage, divorce, education funding, career changes, and loss of loved ones. He has particular expertise in engaging women in financial planning and aiding business owners and entrepreneurs in balancing personal and business financial objectives. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Noel holds a Bachelor's Degree from the University of Iowa. Additionally, Noel participates in professional and community organizations including the Dynamic Professional Women's Network, Woodstock Noon Rotary Club in Woodstock, IL, and Woodstock Professional & Business Women. He volunteers with organizations in his community as part of his commitment to the Merrill tradition of community involvement.

Connie Shen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at Charles Schwab and JPMorgan Chase before joining Wells Fargo. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Arthur Lopez is a financial advisor with Cetera based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes tenures at JP Morgan, Wells Fargo, Merrill, and several credit unions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program options and model portfolios managed both internally and by third parties.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 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 pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Caryn Corley Mccaskill is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked previously at J.P. Morgan Securities, Kestra Advisory Services LLC, and Espira Wealth Management, LLC. Outside of financial advising, she owns Blue Suede Photography and operates a meetup group for women called Holding Spaces. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures.

Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

David Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has previously worked at FSC Securities Corp and H. Beck, Inc. Outside of advising, he coaches Brazilian Jiu Jitsu classes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client objectives.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at New York Life and Waddell & Reed, Inc. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Patrick Parker is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designations of Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and Personal Investment Advisor (PIA). Patrick earned his Bachelor's Degree from the Texas State University System. With over a decade of experience in the financial services industry, Patrick assists clients in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, investment strategy, and tax minimization. His approach emphasizes understanding clients' unique goals and circumstances to provide tailored strategies that help them pursue their financial objectives. Outside of his professional work, Patrick enjoys spending time with his family and two huskies, playing golf, traveling to experience different parts of the world, camping, cooking, football, hiking, ice hockey, music, and reading.

Kelly Dodd is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 66 designation and has worked with multiple Charles Schwab entities since 2015, currently based in Austin, TX. 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 offers multi-asset model portfolios supported by its Center for Financial Research.

Joel Yun is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at RJ Ventures, Bank of America, and Merrill. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.