Nicholas Vandermolen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Pruco Securities LLC and Henderson Selections LLC. Fidelity, through its Strategic Advisers LLC unit, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

William Chism is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following a tenure at Chase Bank beginning in 2005. 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 through a non-discretionary advisory model. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Marcus Geisler is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Charles Schwab since 2017 and spent three years prior at Pappadeaux. Based in Austin, TX, he is currently affiliated with one of the largest firms in the industry. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, combining scale with an integrated operational model that includes centralized custody, brokerage, and advisory functions.

Adam Rosenthal is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Rosenthal serves on the board of New Renaissance Basketball and chairs the investment committee at Rodeph Sholom. He is also involved as a trustee in various family and insurance trusts and advises the BBA Advisory Board at the University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering customized financial plans using proprietary research and model-based asset allocations.

Erica Haring is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 designations and over 10 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Rudy Gates is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Bank of America and Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ramiro Gallegos III is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab, Ramco Electric, and Dell Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies and fund‑of‑funds structures.

Stormy Burns is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013 in various roles. Outside of her advisory work, she serves as concessions co-chair for the Starlight Theatre Company, managing snack sales for high school theatre performances. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, overseeing approximately $1.01 trillion in assets and supported by a large network of financial advisors and branch offices nationwide.

Taylor Mosley is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, with prior experience at Park Avenue Securities and Guardian Life Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Anthony Divalerio Jr. is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and associated with Morgan Stanley Private Bank, N.A. since 2015. He also serves as a trustee and co-trustee for trust entities in Pennsylvania. Morgan Stanley Wealth Management offers a diverse range of advisory programs to both individual and institutional clients, combining financial planning with investment and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Colby Boyle is a CFP® with two years of industry experience, currently with Wells Fargo Clearing. He previously worked at Charles Schwab and has diverse background experience including roles at Academy Sports and Outdoors and Sky Ranch Christian Camps. 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.

David Gardner is a financial advisor with Ameriprise Financial Services LLC in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual written recommendations and tax-aware strategies for clients approaching or in retirement.

Traci Wood is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 2000 and has also worked at Bank of America N.A. since 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Herrin is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and Higginbotham, as well as several periods of full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios and research from LPL Research and third-party providers.

Dustin Smith is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates for 15 years prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christian Harden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and experience beginning in 2019. His prior roles include positions at NF Smith & Associates, L.P. and the University of Central Missouri. He is currently based in Austin, TX. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering collaborative annual financial planning engagements.

Dennis Kittrell is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a rental property business with his spouse in Weimar, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

M Tyer Jr. is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Kingstone Condo Association. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, emphasizing assets held in Ameriprise Managed Accounts.

David Petersen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2013 and associated with Charles Schwab bank since 2015. Outside of his advisory role, he serves as CEO of One Day LLC, a company involved in hotel and lodging businesses. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

William Young is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates William D. Young, LLC and serves on the board of the Beachwalk Homeowners Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm delivers these services through a centralized consulting team that partners with advisors like Young to produce tailored, non-discretionary recommendation reports.