Angela Davis is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Schmidt is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Carbone is a Senior Financial Advisor co-leading the Hill Country Group, a multi-city advisory team within Merrill Lynch Wealth Management. Based in Austin and Los Angeles, the team serves clients with diverse financial needs, including institutional-level advice for 401(k), 403(b), defined benefit plans, family-owned business exits, and other wealth management services. Since beginning his career in retirement plan design in 2013, David has gained extensive experience in 401(k), 403(b), defined benefit pension, and M&A planning. He has held roles ranging from Institutional Retirement Consultant at Paychex to Financial Advisor positions at Merrill Lynch and Citigroup Global Markets. Currently, he holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). David holds a High School Diploma from Liberty High School. Outside of his professional work, he has interests in boxing, football, and skiing.

Zachary Gordon is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and one year of industry experience. His prior work includes seven years at Wind Energy Transmission Texas and two years at Transwestern. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Andrew Jun is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Truist, Bank of America, and New York Life. Outside of advising, he co-owns GAMJAH, LLC, an online sales business based in Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment services that include both discretionary and non-discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Shine is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Owens Corning and Baylor University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Luke Mcclellan is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 designations. He has approximately one year of industry experience, with prior roles at Wells Fargo Bank, First National Bank Texas, Starbucks, Revature, and as a self-employed professional. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm integrates research and analytics with both brokerage and advisory solutions, managing roughly $671 billion in assets through a network of more than 14,000 advisors.

Troy Johnson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Georgetown, Texas. Since joining Merrill in 1996, he has accumulated over 26 years of experience serving clients in the Georgetown area. Troy leverages the investment resources of Merrill Lynch Wealth Management alongside the banking capabilities of Bank of America to address various aspects of clients’ financial lives. His primary focus is on crafting strategies for retirees, high-net-worth individuals, and their families aimed at pursuing both short- and long-term financial goals. He also serves as a Portfolio Manager in the Merrill Investment Advisory Program, managing personalized and defined strategies on a discretionary basis. Troy earned his bachelor's degree from Texas A&M University in 1991 and is a Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He maintains active involvement with the Texas A&M Association of Former Students and has held leadership roles including past president of the Williamson County A&M Club. Troy is a former member of both the Texas A&M Corps of Cadets and Aggie Band. His community participation includes significant engagement with Camp Lone Star and the Lutheran Outdoors Ministry of Texas (LOMT), where he served as Past President on the board of directors. Residing in Georgetown since 1997, Troy and his wife Alisha have three grown children. They are active members of Zion Lutheran Church in Walburg, Texas, where Troy serves as an Elder and church council member. The family enjoys spending time in Georgetown’s local community, exploring outdoors, walking their dogs, hosting friends and family, and participating in mission trips supported by their church and Camp Lone Star.

Janie Lopez Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and concurrently works with Favor Delivery as a food delivery runner. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving clients with tailored investment solutions and a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Dustin Elliott is a Senior Financial Advisor and the founder and leader of The Hill Country Group at Merrill (THCG), a wealth management team that operates with the mission to help client families increase their standard of giving while also enhancing their standard of living. Through THCG, he provides clients access to the global platform of Merrill and Bank of America, focusing on the broader aspects of wealth including impact, legacy, and generosity. Dustin's expertise spans corporate benefits, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategy, and tax minimization. He holds a BBA in Finance from The McCombs School of Business at The University of Texas at Austin and has regularly guest lectured there since 2009 on finance and entrepreneurship. Beyond his professional role, Dustin has played an active part in community and philanthropic initiatives. He is a founding and previous Board Member of The BLESS Foundation, which has mobilized and deployed significant resources among unreached people groups worldwide. He also launched The Unreached Podcast to share stories from missionaries and mission organizations. Additionally, Dustin has served on the Advisory Board of the Silver Spurs Alumni Association, contributing to the development of The BEVO Endowment. He resides in Dripping Springs, Texas, with his wife and three children, and maintains personal interests including fishing, golfing, and hunting.

Fionn Oliver is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at AIB, Austin Telco Federal Credit Union, Celtic Whiskey Shop, Celtic Whiskey Bar, and Quinnlans Seafood. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Leigh Mclafferty is a Series 66-licensed financial advisor based in Austin, TX, with 19 years of industry experience. He joined UBS Financial Services in 2025 after 16 years at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Amanda Wells is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2019 and previously held roles at Paul Schaper and Axa Advisors, LLC. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Detchon is a financial advisor at Fisher Investments with 17 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2014. Outside of his advisory role, he is the owner of Detchon Ventures LLC, investing as a silent partner in private equity, and is involved in a local Austin hospitality-focused private equity venture. Fisher Investments serves institutional and high-net-worth clients worldwide, providing discretionary portfolio management across multiple asset classes. The firm centralizes investment decisions with a committee that uses quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Brian Fleming is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2017 and previously worked at Bank of the West and BancWest Investment Services. Outside of his advisory role, he owns an online graphic design business that sells digital downloads and apparel. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Chimera is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2026, Chimera worked at Bank of America, Merrill, and UBS Financial Services. Outside of work, Chimera serves on the finance committee of the James Bowie High School Band booster association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute and third-party data to guide its investment approach and manages roughly $671 billion in assets through more than 14,000 financial advisors.

Melissa Oakes is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Kestra Advisory, Kestra Investment Services, Paychex (Oasis), and Renaissance. J.P. Morgan Securities 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.

Jay Russell is currently serving as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, he worked as an Investment Advisor at New England Financial from 2009 to 2013 and as a Financial Consultant at AXA Advisors from 2008 to 2009. Throughout his career, Jay has partnered with clients to build, implement, and maintain financial plans tailored to their specific goals across all stages of their financial lives. His professional experience encompasses a broad range of financial consulting and investment advisory roles. Outside of his professional work, Jay enjoys baseball, football, traveling, reading, and spending time with family and friends.

Andrew Rice is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on connecting clients to personalized strategies that align with their unique financial goals, ranging from retirement income planning and tax minimization to legacy and LGBT wealth planning. His approach involves understanding clients' priorities across short-, mid-, and long-term horizons to develop tailored plans addressing diverse needs including executive compensation, equity services, and managing new wealth. Andrew holds a Bachelor's Degree from the Texas Tech University System and carries the following professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains an NMLS license (#721042), enabling him to facilitate a broad scope of financial services in partnership with Bank of America specialists. Previously based in Fort Worth, Andrew has volunteered in aviation-related community roles and is currently seeking opportunities to engage with the Austin community. He lives in South Austin with his spouse, enjoys cooking, football, golfing, traveling, and spending time with his niece and nephews.

Holly Peritz is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked with J.P. Morgan Securities since 2018, including roles at JP Morgan Chase Bank, N.A., and prior experience at 1st Global Advisors, Inc. and 1st Global Capital Corp. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.