Kimberly Williams is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and State Farm Insurance. Outside of her advisory role, she owns and manages a paper shredding business in Austin, Texas. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at CUSO Financial Services, LP, and University Federal Credit Union for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Meenal Sharma is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. She holds Series 63 and Series 66 licenses. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Mcmahan is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hilltop Securities Inc. and BBVA-affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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.

Deborah Sallee is a CFP®-designated financial advisor with Edward Jones in Austin, TX, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Sallee serves on the board of directors for the Senna Hills Homeowners Association. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at SPC, Sigma Financial Corporation, and Gladstone Wealth Group. Outside of his advisory role, he is involved in mortgage and real estate services. 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 advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Blaine Harriman is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. Prior to joining the financial services sector, he worked at Dell Technologies and Texas A&M University. He is also involved in insurance and benefits activities outside his advisory role. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm supports independent Financial Professionals through multiple platform arrangements and offers a range of investment strategies, including proprietary models and access to third-party managers.

Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Equitable Advisors since 2023 and also operates The Cataldo Agency, a separate business. Prior to his advisory career, he spent nearly a decade in the wine industry. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Steven Bright is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he is a partner in Prominent Team 360 LLC, a business formed by advisors to lease office space and manage related expenses. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Jack Grimm is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he partners with clients to develop customized financial plans and strategies aimed at helping them achieve their goals, accumulate and preserve wealth, and protect their loved ones' financial security. Prior to joining Fidelity Investments, Jack worked as a Financial Advisor at North Star Consultants of Texas from 2020 to 2022. Jack's approach emphasizes building long-lasting relationships with clients based on trust, availability, and exclusivity. Outside of his professional responsibilities, he engages in activities such as boating, fishing, skiing, tennis, traveling, and volunteering.

Natalia Naylor is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at FSC Securities Corporation and OSAIC. Outside of her advisory work, she serves as treasurer for the Cedar Park Baseball Booster Club and is involved in managing a local batting cage business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.

Jon Beck Jr. is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including NatAlliance Securities LLC and Himelick Financial Group, where he also serves as a client services manager. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering a range of investment management, financial planning, and retirement services through various program platforms and manager options.

Robert Bagby is a financial advisor with Osaic Wealth, Inc. based in Cedar Park, Texas. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial. He also manages a sole proprietorship focused on implementing insurance strategies as part of clients' estate or financial plans and is involved with a fee-based financial planning platform. Osaic Wealth, Inc. serves a diverse client base including individual and 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 with investment solutions that include automated portfolio construction and access to third-party managers.

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.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.