Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he operated The Cataldo Agency and held management roles in several wine-related businesses. He is also the managing director of Hayner Valley Grove LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a combination of firm-offered and third-party advisory programs.

Calvin Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role at Charles Schwab, he has worked in education and at JH Sports Center. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and due diligence on alternative investments.

Bryan Spencer is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and the Texas Public Finance Authority, as well as work outside finance at Uber Eats and Perini Ranch and Steakhouse. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Gina Bustos is a financial advisor with Cetera and holds a Series 65 license. She has four years of industry experience, having previously worked at Avantax Advisory Services and serving as a Wealth Management Assistant at Eagle Harbor Financial. Outside of her advisory role, she serves on the board of directors for the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera Investment Advisers LLC is a large nationwide network of independent advisors that serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and supervises over $256 billion in assets under management.

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.

James Baker is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. His prior roles include positions at First Allied Advisory Services and New England Securities. He serves as a board member of a municipal utility district and is involved in professional executive coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

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®-certified financial advisor with over 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and FSC Securities Corporation. Outside of her advisory work, she serves as treasurer for the Cedar Park Baseball Booster Club and is involved in managing a family-owned batting cage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party model portfolios along with advisory tools to support its large network of investment adviser representatives.

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 at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Citigroup Global Markets, and Legg Mason Wood Walker. Bagby is part owner of financial advisory websites and provides insurance planning services as part of his business activities. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and strategies.

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.

Juanita Stephens is a financial advisor with OSAIC in Round Rock, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at SagePoint Financial, LPL Financial, and Choice Advisory Group. In addition to her advisory work, Stephens serves as president of a homeowners' association, acts as a community liaison for a women's development enterprise, and co-owns a business producing organic healing balm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a wide range of customizable strategies and third-party management options.

Alexia Masci is a Series 66 licensed advisor at Charles Schwab with eight years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Addison Group and Wells Fargo. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2011 and worked at CUNA Brokerage Services, Inc. from 2003 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad range of financial products.

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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in several baking businesses and participates in seasonal community performances as Mrs. Claus. 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 employs a large team of advisors and offers both brokerage and advisory solutions, using research and analytics along with diversification principles in its investment approach.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Stewart Taber is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Nylife Securities LLC, and New York Life Insurance Company. Prior to his finance career, he was employed at Orangetheory Fitness and the Country Club of Colorado. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.