Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Richard Coleman is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Ernst & Young, and Baylor University Athletics. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring, tax-efficient investment strategies, and integrates closely with Bank of America’s broader banking and capital-markets platform.

Phillip Mcduffee is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His background includes long tenures at Minnesota Life, Securian Financial Services, and C.R.I. Securities, alongside independent roles such as owner of Twin Oak Advisors and director of the McDuffee Family Foundation. He is also a trustee for Stop Alzheimer’s Now and serves on the board of FINSECA. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Luke Villarroel is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include time as a student and a position at Katy Classical Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Case Coleman is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in May 2025 as a Seasonal Client Associate, supporting the Marble Falls team in wealth management efforts. He holds the designation of Personal Investment Advisor (PIA). Case graduated from Baylor University with a Bachelor of Business Administration in Finance and is currently pursuing a Master's degree in Personal Financial Planning at Texas Tech University. His expertise centers on high-level wealth management, and he is committed to ongoing education in the financial field. Case resides in Marble Falls, Texas, with his wife, Macie. He is involved in his local community, volunteering at Faith Academy of Marble Falls. In his free time, he enjoys physical fitness and home improvement projects.

Scott Brueckner is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at optionsXpress from 2014 to 2017 before joining Charles Schwab in 2017. 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 offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Cheri Hartman is a Series 66-licensed financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is involved in several baking businesses and performs as Mrs. Claus at seasonal events in Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

John Barrett is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Bank of America, Primerica Advisors, Guardian Life Insurance Company, and Santander Consumer USA. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection and tax-efficient investment strategies.

Erin Hinzmann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked with firms including Ameriprise Financial Services and Avantax Advisory Services. Outside of her advisory role, Erin serves as an At Large Board Member and co-chairs the Paint the Town event for Highland Lakes Creative Arts, which promotes art education and tourism in the Lake LBJ and Highland Lakes area of Texas. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chantell Gonzales is a CFP®-designated financial advisor with Edward Jones in Austin, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016 and also works as a personal trainer at a fitness center, teaching early morning Boot Camp and Spin classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, known for its extensive advisor network and affiliated financial services.

Kevin Corrigan is a CFP®-designated financial advisor with 27 years of industry experience, currently associated with J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Lakeway, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Kevin Reed is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the Lower Colorado River Authority for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Gregory Eddings is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC and Summit Financial Group Inc. Outside of his advisory work, he manages a ranch operation that includes cattle, hunting leases, and telecommunications towers. 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 various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

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.

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.

Graham Johnson is a financial advisor at Edward Jones in Lakeway, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he gained work experience in healthcare and customer service roles, including at several medical centers and Taco Bell. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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.