Jennifer Radford is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her prior roles include positions at Next Financial Group, Ewing Financial Group, and Waddell & Reed, Inc. She has also been involved in community activities such as the Cedar Park-Leander Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and a variety of specialized services.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His career includes notable roles at Waddell & Reed, Inc. and J29 Associates, where he has maintained an ongoing outside business activity. He also worked with various insurance carriers through W & R Insurance Agencies for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party research, and advanced technologies.

Edward Deutschlander is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an author of multiple books and serves on several nonprofit and educational boards, including the American College of Financial Services Board of Trustees and the Macalester College Board of Trustees. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

Elizabeth Geesin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she is an independent wine consultant and owns Bluestone Cellars LLC, a wine-related business based in Austin, 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 advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Billie Pettey is a financial advisor with Ameriprise in Dripping Springs, TX, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of advisory work, she has business ownership interests in a real estate company in Tyler, TX. Ameriprise Financial Services is a large, diversified 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 focused on dependable income sources and tax-aware withdrawal strategies.

Colin Peck is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, and DV Trading. In addition to his advisory role, he serves as an executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, various program structures, and custodial relationships.

William Sowers V is a financial advisor at Osaic with a Series 66 credential and one year of industry experience. He has worked at IronBridge Wealth Counsel LLC and Northern Edge Advisors LLC, among other roles. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Steven Kampwerth is a CFP® professional with 26 years of industry experience. He is currently with OSAIC and has previously held roles at Highland Capital Brokerage, Investacorp Inc, Lion Street Financial, and Crump Life Insurance Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced portfolio construction tools and access to third-party investment platforms.

Nicholas Philbeck is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he owns Philbeck's Boating Company, a boat detailing business based in Lago Vista, TX. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Ashley Potts is a Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2008 and holds the Personal Investment Advisor (PIA) designation. Ashley earned her High School Diploma from McCallum High School. Ashley focuses on helping clients align their financial plans with what matters most to them and their families. She works with clients at various stages of market experience, providing guidance to build strategies that support their goals over time. Outside of work, Ashley enjoys reading, gardening, spending time with family and friends, as well as activities such as boating, bowling, cooking, painting, and yoga.

Kevin Garcia is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously held a position at Best Buy from 2010 to 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2008. Pezzano also operates Pezzano Investment Management LLC, an investment-related business used primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, providing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Albert Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance to individuals and families across the United States, helping them develop wealth management, retirement, educational, and legacy plans. His client base includes athletes, coaches, entrepreneurs, business owners, executives, and retired professionals. Albert employs Merrill Lynch’s open architecture platform to deliver strategies tailored to each client's specific goals and life priorities. With over 40 years of experience in financial advising, Albert focuses on areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and serving clients in sports and entertainment. He emphasizes understanding clients’ unique priorities in order to create personalized financial plans designed for their goals and aspirations. Albert holds a Bachelor’s degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. He has been a member of the Black Professional Group at Bank of America. Outside of his professional work, Albert volunteers with community organizations including Women In Jazz and those that promote women's wellbeing and children's education. He resides in Austin, Texas, with his family and enjoys interests such as chess, cooking, and spending time with his grandchildren.

Jordan Kopelman is a Series 66-credentialed financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Lakeway, TX. His prior work includes roles at Wells Fargo & Co., Edward Jones, and previous tenures at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves on the board of directors for a janitorial supply business owned by his family, although he does not participate in its operations. 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. The firm combines institutional advisory capabilities with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Aileen Grant is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. She has been with Cambridge since 2016 and serves as president of Highpointe Advisors. Grant is also a board member of Church of the Springs in Dripping Springs, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Tai Nguyen is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2023 and 2024, respectively. His prior experience includes roles in education and community recreation. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Corey Burgess is a financial advisor with Ameriprise in Driftwood, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes fourteen years at Fidelity Investments and roles at New American Funding and Palm Lending. Outside of finance, he owns B & L Imports, a retail business in Driftwood. Ameriprise provides a retirement-income planning service focused on individuals with substantial investable assets, offering tailored recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Lloyd is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2006. Outside of his advisory work, he creates and distributes original music through CD Baby. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at World Investments, Pensionmark Financial Group, Rocket Dollar Inc., Edward Jones, Arthur J Gallagher, Kestra Financial, CLS Partners Retirement Services, and Raymond James Financial Services. Outside of his advisory work, he is the owner and founder of Quiq Bean Drop, LLC, a retail business focused on kitchen products and coffee capsule refill systems. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.