Isiah Travis is a Series 66-licensed financial advisor with one year of industry experience, currently with J.P. Morgan Securities in Austin, TX. His prior work history includes roles at JPMorgan Chase Bank, LPL, Oracle, and Nike. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

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 financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015. 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 due diligence on alternative investments.

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.

Taylor Hunter is a financial advisor at Merrill in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes positions at Wells Fargo, N.A., Bank of America N.A., and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Cade Bortle is a financial advisor with Charles Schwab in Austin, TX. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab, he held various positions outside of the financial industry. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation, written advice policies, and access to discretionary separately managed accounts.

Robert Spradling is an advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has less than one year of industry experience, having joined LPL Financial in 2026. His prior work history includes roles at First United Bank and Trust, Charles Schwab, and service in the Texas Army National Guard from 2018 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Angie Brinkley is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and six years of industry experience. Her career background includes roles at Bank of America, Merrill, Royal Alliance, and other firms. Outside of finance, she manages Freddie, a dog actor and influencer involved in commercials, movies, and print ads, and occasionally provides personal assistant services. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with a broad range of capabilities in derivatives and commodities.

Ben Wempe is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Austin, TX. Prior to his current role, he worked at Wells Fargo Clearing. Outside of his advisory work, he is an owner and partner of Wempe Enterprises LLC, a residential real estate investment business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Darrik Fisk is a CFP®-designated financial advisor with 14 years of industry experience, currently with Charles Schwab in Austin, TX. He has worked at Charles Schwab since 2021 and previously spent over a decade at First Command Financial Planning. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Cole Gaches is a financial advisor at Equitable Advisors in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including independent contracting and academic settings. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Adriana Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and has four years of industry experience. She has been with Wells Fargo Bank and its affiliates since 2015. 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, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 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, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Gerardo Zamora is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo from 2011 to 2019 and has been with Merrill and Bank of America since 2019. Outside of finance, he serves as a director of a private Montessori school recently established with his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Daggett is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Avriotech from 2019 to 2023 and OrangeGrid from 2015 to 2019. He is also the founder and CEO of Avriotech, a real estate services company based in Orange, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

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.