Richard Pakes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining LPL Financial in 2021. Outside of financial services, he is involved in interior design through business ventures including Claudia Pakes Design Studio and Luvant Interiors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Adam Harz is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with OSAIC. He has held prior roles at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Harz also served at Roger Williams University and worked in operations at Laz Parking. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Patricia Pie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. Her career includes four years at Morgan Stanley, four years at Charles Schwab, and four years at Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including assessments from its Global Investment Committee, to support client financial decisions.

Christopher Ciriello is a financial advisor with Edward Jones in Austin, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Frame Amo, H-E-B, and in roles within the music industry including Def Jam Recordings and Universal Music Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Kyle Gauthreaux is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Dell Children's Medical Center of Central Texas, where he participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services.

Andrew Brock is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at AllianceBernstein L.P. and various divisions within JPMorgan Chase since 2012. Outside of his advisory duties, he works with the Boys & Girls Club of Austin, supporting community youth programs. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their process integrates quantitative and qualitative research and includes advanced derivatives capabilities through affiliated entities.

Natalia Medellin is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX. She began her career in the industry in 2026 and has worked in various roles at JPMorgan Chase Bank since 2024. Prior to joining the firm, she attended the University of Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of eligible strategies including ESG considerations.

Kerry Roberts is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial and Lincoln Financial Securities Corporation. Roberts is also engaged in offering disability, long-term care, and traditional life insurance products, as well as fixed and equity-indexed annuities through his agency activities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Sheren Tumbleson is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Scott Weaber is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo, Steward Partners, Raymond James, and the Internal Revenue Service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations within a framework supported by affiliated investment-management entities.

Nicholas Morey IV is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He previously worked at Securian Financial Services Inc and Minnesota Life Insurance Company. Outside of his financial career, Morey is the owner of Nick's Fitness, where he provides personal training and nutritional advice. He also serves on the board of Liberty Jump Team, Inc., and is involved with the St. Mary’s University Alumni Association and community outreach through the Oak Hills New Member Committee. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

Susan Rohe is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at BlackRock Investments, Inc. for a total of 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Joseph Jeffers is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. His career includes roles at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Donato Wealth Management, and Edward Jones. Outside of his advisory work, Jeffers serves as a Major and Planning Officer in the United States Army Reserves, is a soccer official managing game operations, and holds the position of Vice President of the Kiwanis Club of Round Rock. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad array of affiliated financial offerings.

Michael Peters is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. His prior work includes roles with IronBridge Wealth Counsel and the Los Angeles Chargers LLC. In addition to his advisory work, he is a licensed insurance agent, providing education and servicing life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by discretionary management options and third-party manager selections.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Vanguard Advisers, Nationwide Investment Services Corporation, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, with recommendations incorporating an ESG eligibility framework.

Thomas Mc Quinn is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors nationwide.

Grace Pena is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles, including positions in parks and recreation departments and arts organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Douglas Dee is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes positions at Edward Jones, North Star Resource Group, and Cetera. He is also involved in individual disability insurance as a secondary business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 advanced advisor tools.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has five years of industry experience, including roles at Cambridge Investment Research Inc. since 2021. Outside of his advisory work, he has seven years of involvement with Boyd Independent School District. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Demetrius Lane is a Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who provides advice and guidance tailored to individual client goals and priorities. His approach emphasizes building strong relationships through trust and understanding what matters most to each client. He specializes in areas including college and education planning, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Additionally, he holds professional designations as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Demetrius earned a Bachelor's Degree from Florida Agricultural & Mechanical University and an MBA from Maryville University of Saint Louis. Outside of his professional role, he enjoys activities such as basketball, bowling, boxing, chess, football, music, reading, spending time with his family, traveling, and watching movies.