John Rowe is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at COSTAR Group and Blue Ridge Bank, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Richard Nelms is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Capital Chemical Brokers LLC for five years and Accord Petrochemical Brokerage for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Katherine Morsbach is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a co-owner of a water, fire, and mold restoration business in Northwest Austin, though she is not involved in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Darrell Rupert is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax, 1st Global Advisors, and operated his own firm, Rupert Wealth Advisors, LLC. He volunteers providing pro bono financial coaching to widows and widowers through WINGS FOR WIDOWS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.

Angela Honey is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities, LLC, where she worked for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, providing both brokerage and advisory solutions along with research-driven investment approaches.

Akshay Gupta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of financial advising, he is involved in an electrical engineering business based in Jackson, MS. 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 advisory services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Zain Mian is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Gabriel Fuentes is a CFP® professional with Series 63 registration, currently serving as a financial advisor at Fidelity in Austin, TX. He has three years of experience at Fidelity Investments, following prior roles at Charles Schwab & Co., Inc, Discount Tire, Sam's Club, and others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts as well as model portfolios.

John Madden II is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Outside of his advisory work, he is a 50% owner and silent partner in Austin Leather Gallery LLC. 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 third-party sources.

Juana Esparza is a financial advisor with Wells Fargo Clearing, holding Series 65, Series 63, and Series 66 licenses and bringing four years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, 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 data sources.

Eric Blakely is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked in logistics and storage sectors for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Jose Banda is a financial advisor at J.P. Morgan Securities in Austin, TX, with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2013. Outside of his advisory role, he serves as a board member for bOnda LLC, an e-commerce business specializing in shoe sales. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with a combination of quantitative and qualitative research, using forward-looking capital market assumptions.

Nathaniel Sorenson is a Series 66 licensed financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Neal Cohen is a Series 66-credentialed financial advisor at Charles Schwab with six years of industry experience. He has been with Charles Schwab & Co. Inc. since 2016 and previously worked at Schwab Retirement Plan Services, Inc. from 2016 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational framework.

Matthew Perez is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. His prior experience includes roles at OfficeMax and The Bailey Group, as well as academic work at the University of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cody Gallos is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at Barings LLC and Trivest Partners. J.P. Morgan Securities provides 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 combines quantitative and qualitative research to support its advisory process and incorporates ESG considerations within its recommendations.

Sara Wittbold Araoz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for three years. Her background includes roles outside finance such as work with Women & Their Work and involvement in film production with Indie House Films. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technological tools.

Janell Soto is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at multiple Charles Schwab entities since 2012. 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 related managed-account and financial planning services. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Laurie Ross is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000, with a brief period at Bank of America and other firms in 2017. Outside of her advisory role, she has been involved with InstaCart since 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.