Jeffrey Waldrop is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2003 and 2011, respectively. 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, pension plans, corporations, and charitable organizations.

Catherine Romualdez is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held her current position at Morgan Stanley Smith Barney since 2012 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and research.

Terry Flesher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 1996, including 21 years at Charles Schwab Bank. Outside of his advisory role, he serves as a board member for the Westcave Discovery Center, a nonprofit organization, where he collaborates on fundraising initiatives. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Rohan Chopra is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 credential and four years of industry experience. He has been with Edward Jones since 2020, with a brief period as a student and other work experience at Best Buy and a campus computer store. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jose Jaimes Hernandez is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Guy Weinhold is a CFP® professional with 30 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he coaches tennis at the Austin Tennis Academy and operates a wine consulting business as a WSET Certified Sommelier. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Julia Swayne is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she held various roles in hospitality and education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Brandon Sims is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a part-owner of a rental property in Odessa, TX. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory strategies and investment options, supported by a large nationwide network of advisors and branch offices.

Grace Grisi is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Ellinwood is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked for Weatherford LTL for 23 years. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

Jacob Edzards is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., UBS, Haggard Land Company, and Bank of America Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

William Spencer Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is an officer of Daisybully LLC, a property management business based in Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques.

Joseph Kotran is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2015 and 2017, respectively. 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 provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios, centralized custody, and integrated operational services.

Cari Rothfeld is a financial advisor with Wells Fargo Clearing in Bee Cave, TX, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Chatman is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and work with the Texas House of Representatives. Outside of finance, he is involved in the performing arts as a host and performer in improv comedy shows at the Hideout Theater. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and central custody and order-routing operations.

Zachary Schroeder is a Series 66 licensed financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisor role, he is a principal at ZAS Tech LLC, a technology company focused on decentralized cloud service protocols. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Steven Sorenson is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Mass Mutual in 2025, he worked at RSI, Foreside Fund Services, LLC, and CBRE Clarion Securities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides various planning programs and educational seminars with a focus on collaborative, annual financial planning engagements.

Thrisha Rao Oruganti is a financial advisor at J.P. Morgan Securities holding a Series 66 designation. She began her advisory career in 2026 and has prior experience at KPMG, Pareto Intelligence, Syneos Health, and MetLife. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Belton Robinson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Co. since 1986. Outside of his advisory role, he works as an insurance broker specializing in life and health products. MassMutual Investors Services operates as 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, wrap and money-manager programs, and educational seminars.