Paul Purcell is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and owns In The Zone Sports Cards, a business focused on buying and selling sports cards online. Purcell also serves as president of the South Austin Little League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Channon Cain is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. Cain’s prior experience includes roles at Jackson National Life Distributors and First Trust Portfolios. Outside of advisory work, Cain is the owner of Agility Ventures LLC, an investment holding company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sandra Starsiakova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary services focused on investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chanhome Soumetho is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Chanhome partners with teams to support high-level planning and servicing needs for clients, aiming to deliver exceptional customer service and maintain lifelong client relationships. Chanhome has professional experience spanning several years in the financial services industry. Prior to the current role, Chanhome served as a Relationship Manager at Fidelity Investments from 2018 to 2023 and worked as a Financial Services Professional at Charles Schwab from 2016 to 2018.

Adrian Cuevas is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides advice and guidance on a range of topics including general investing, retirement planning, and saving for unexpected expenses. Additionally, he can connect clients with specialists from Bank of America for services related to banking, credit, home financing, and small business solutions. Adrian holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Texas State University. Fluent in both Spanish and English, Adrian is equipped to communicate effectively with a diverse client base. His approach emphasizes ongoing dialogue to address clients' evolving needs and concerns.

Ana Menchaca is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Charles Schwab from 2022 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Richard Keenan is a Series 66 licensed financial advisor at Raymond James & Associates with 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Keenan is involved in two businesses: he is the owner of Fieldwise Connect, a digital asset initiative, and a partner in P&L Outfitters, where he occasionally leads outdoor hunting and fishing trips. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Ayush Vajhala is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has been with Cetera Investment Advisers LLC since 2025 and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is also involved with North Star Resource Group, providing financial services including life insurance and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Leroy Chambers is a financial advisor with Merrill in Austin, TX, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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.

James Cruise is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Bank of America, Merrill, and Northwestern Mutual. 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.

Dennis Weldon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kestra Advisory and Kestra Investment Services for a combined 18 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Le is a financial advisor with Wells Fargo Clearing based in Austin, TX, holding Series 65 and Series 63 credentials and possessing 14 years of industry experience. His career includes roles at Wells Fargo Bank, Bank of America, Merrill, and J.P. Morgan Securities. 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.

Jonathan Bartling is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX. He has approximately one year of industry experience and has held roles at JPMorgan Chase Bank, N.A., The University of Texas, Lightspeed Systems, and Sodexo. He also has prior involvement with Coffee Action West LLC. 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.

Adam Bauer is a financial advisor with Thrivent Investment Management in Austin, TX. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he worked at Advanced Micro Devices and Intel Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementing recommendations directly. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separation between planning and portfolio management.

Steven Wendler is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Charles Schwab, Strategic Advisers INC, and Fidelity Brokerage Services LLC. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Mathew Melendez is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at Fidelity Brokerage Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Melendez is based in Austin, TX. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

James Baker is a CFP® with 27 years of experience in the financial advisory industry. He has been with Edelman Financial Engines since 1999, including prior roles at Edelman Financial Services, EF Legacy Securities, and Financial Engines Advisors L.L.C. He is based in Austin, TX. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Dax McCracken is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years. McCracken has no active managerial role in the inherited family property, McCracken Farm, which is a passive investment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its comprehensive service offering.

Jason Cale is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo entities since 2012 and is a 50% owner of CALE Solutions, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory and an IPS-driven advisory process. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.