Francois Du Pasquier is a financial advisor at UBS Financial Services with a Series 66 designation and over 19 years of industry experience. He previously worked at Citi Global Wealth from 2005 to 2024 and was affiliated with Messorio Management LLC for one year prior to joining UBS. Outside of his advisory role, he is involved in managing personal real estate assets through LLCs jointly held with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services. The firm offers financial planning, portfolio management, and access to capital markets, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Locke III is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 designations and possessing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 supported by extensive research and analytics.

Austin Turner is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Texas Capital Securities for multiple periods totaling four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Laura Moellering is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

Moses Mendez is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, N.A. from 2004 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Virginia Nassour is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Jacquelyne Ontiveros is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she held positions at Whole Foods Market, Starbucks, Lush Cosmetics, and Top Golf. Outside of her advisory work, she is involved in art and culture through her ownership of a photography business and participation in other local ventures. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive resources.

Stephen Truett is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Associates Insurance Group and Total Quality Logistics. Outside of finance, he has been involved in several entrepreneurial and service positions, including operating a fitness business and working in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jonathan Alfred is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, concurrently working at Bank of America N.A. since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Strealy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mecholah Hayden is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Austin, TX, and has seven years of experience at Wells Fargo in various roles since 2015. Prior to joining Wells Fargo, Hayden worked at Limited Brands. Outside of advising, Hayden serves as a power of attorney for their mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Patricia Richeson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Alerus Financial from 2016 to 2023 before joining Mass Mutual and its subsidiary firm in 2023. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jacob Dorsey is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has experience working at several financial institutions, including Comerica Bank and Plains State Bank. His industry experience began in 2019, with prior roles at Third Coast Bank and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samer Abdelmasih is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Advisors and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Dewoody is a CFP® and holds a Series 66 license with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Benjamin Murray is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm serves institutional clients with both discretionary and non-discretionary options and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Jefferson Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He advises a range of clients including high-net-worth families, business owners, corporate clients, endowments, foundations, and non-profits. John began his financial career in commercial banking, specializing in financial solutions for companies and business owners, before joining Merrill Lynch Wealth Management in 1997. His experience includes constructing personalized portfolios, managing complex lending strategies, and overseeing asset allocation and wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree in finance from Texas A&M University. Outside of his professional work, he enjoys biking, fishing, football, hiking, hunting, and spending time with his family.

Sakshi Dhavalikar is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked within various departments at J.P. Morgan and The University of Texas at Dallas. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

George Covert Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he is a partner in a real estate investment LLC based in Austin, TX. 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 both brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

Christopher Vasquez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2011 and began his tenure with The Netherton Group at Merrill Lynch in 2014. Christopher's professional focus includes college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Born and raised in Texas, Christopher earned a Bachelor of Business Administration in Marketing from the University of Texas at San Antonio. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). His approach centers on building long-term client relationships and employing a holistic, goals-based methodology to assist clients in achieving their financial objectives. Outside of his professional role, Christopher is a father of four and enjoys spending time outdoors with his family. His personal interests include bowling, fishing, golfing, music, and running.