Colin Tracy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held various positions across different sectors, including roles at RideCentric, Nektar, and Texas A&M University. 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 and investment strategies supported by a nationwide network of more than 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Wyatt Ball is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at Amazon - Whole Foods Market, Akima - Cloud Lake Technology, and service in the United States Army. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in managing several business entities related to real estate rental and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Alexander Caubet is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and US Bank. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Taylor Smith is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Smith has been with Edward Jones since 2017, including a recent role starting in 2025. Outside of advising, Smith is an independent consultant for a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Wilbur is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked with North Star Consultants, Minnesota Life Insurance, Securian Financial Services, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology tools.

Mitchell Moore is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with OSAIC in Bee Cave, TX. Prior to joining OSAIC, he held roles in campus recreation and worked in the food service industry. He also serves as a paraplanner with IronBridge Wealth Counsel, assisting advisors with financial planning and account servicing. OSAIC Wealth, Inc. provides services to a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and investment options, offering both discretionary and non-discretionary portfolio management supported by multiple advisory platforms and third-party services.

Dawn Lacy is a financial advisor at Morgan Stanley in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Nathan Bitner is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Charles Schwab, and Turner Wealth Management. Outside of his primary advisory work, he is involved in branding and long-term growth strategies for Stream Wealth Partners LLC, an entity associated with his client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Teeple Partners and has been involved with Noble Task Management, LLC since 2019. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jacob Ritter is a financial advisor with Cetera who holds a Series 66 credential and has 10 years of industry experience. He previously worked at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory roles, Ritter owns Breakfast Club, a cycling group in Austin that organizes rides and events, and volunteers with Stop Alzheimer's Now. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

Kirk Bell is a financial advisor with Raymond James Financial in Horseshoe Bay, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Raymond James Financial and its affiliated services since 2008. Bell is also involved in several business ventures, including roles as a managing partner and manager at Bell & Valente, LLC, Bell & Valente Wealth Services, and Stock Jock Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Harmon is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein, Buckingham Strategic Wealth, and The Colony Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and analytical tools but does not include individual security recommendations within its standalone planning services.

Brian Trowbridge is a financial advisor with LPL Financial, holding PFS™ and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Level Four Advisory Services and 1st Global Advisors, with a longstanding career as a CPA dating back to 1987. He also maintains a tax preparation and accounting practice under his own name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research to support diversified investment strategies.

Ethan Montalvo is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He began his advisory career in 2025 and has also been involved with Martin Wealth Management, LLC during the same period. Prior to entering the financial industry, he attended Texas State University and worked at Sharyland Pioneer High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Robert Brewer is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Bank of America and Merrill Lynch. Outside of finance, his prior experience includes roles at Golf Live Corp, Holy Kombucha, and Big Easy Bucha LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client outcomes.

Ty Robben is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Private Bank. He has also worked in the Chicago Mayor's Office and in university catering. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery conversations and firm-approved tools.

Kathryn Caldwell is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 65 and Series 63 designations and previously worked at LPL Financial LLC and II Technology, LLC, as well as ESPN. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques such as Monte Carlo simulations.