Amy Birnbaum is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of her advisory role, she owns and operates a divorce and life navigation consulting business in Austin, Texas. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alyse Cok is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, The Huntington National Bank, and Ohio State University. 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 applying an ESG eligibility framework to its recommendations.

Tracy Balboa is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2012. Outside of her advisory work, she is the managing member of Plumeria Ranch, LLC, where she helps sell plants grown on her family ranch and manages business operations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation supported by internal and third-party managers.

Mark Wiktor is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquid market strategies and manages all transactional business for his team. Mark oversees equity and fixed income portfolios exclusively for his clientele. He began his career in Private Wealth Management with Lehman Brothers in 1992, developing expertise in equities and liquid markets. Later, he and his current business partners expanded their practice at UBS Private Wealth Management, building it into a leading private wealth practice in the Midwest before joining Merrill in June 2017. Mark earned a bachelor's degree in finance from North Central College and an MBA with a concentration in finance from DePaul University. He holds the Personal Investment Advisor (PIA) designation. Mark has been recognized nationally with multiple accolades, including listings on Forbes' "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams Private Wealth," as well as Barron's "Top 250 Private Wealth Management Teams" and "Top 1200 Financial Advisors in the U.S." He is also a member of the Western Golf Association. Outside of his professional career, Mark has personal interests in golfing, music, and traveling. He is also involved in various charitable organizations.

Dustin Whiting is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 65 and Series 63 designations and is based in Austin, TX. Dustin has been affiliated with Wells Fargo Bank, NA since 2006. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Schaefer is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a board member and co-treasurer for the Jail to Jobs charity in Austin. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Andrew Lupalovsky is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX, and has 10 years of industry experience. He has worked with Fisher Investments continuously since 2014. Outside of his advisory role, he is an owner of rental property in Dallas, TX. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages a broad range of accounts including sub-advisory and retirement plans.

Melissa Jameson is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Spencer Moore is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Chickasaw Capital Management, and Rhodes College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary capital market research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, offering a diverse platform that includes fee-based financial planning, portfolio management, and capital markets activities.

Van Hasie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Tex-Con Oil Company and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Nicholas Hartley is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX. He has nine years of industry experience and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Tyler Beaty is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with clients to understand their needs and helps them feel comfortable about their retirement plans. Tyler began his career at Fidelity Investments in 2015 as a Work Place Planning & Guidance Consultant. Over the years, he has held various roles within the company including Financial Representative (2016-2017), Relationship Manager (2017-2018), Investment Consultant (2018-2022), before assuming his current position. This progression reflects his ongoing commitment to supporting clients' financial goals through different facets of financial planning and investment consulting.

Mason Marozas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and KU Student Money Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and various institutional platforms.

Ben Wempe is a financial advisor with J.P. Morgan Securities in Austin, TX, holding the CFP® and ChFC® designations and possessing 14 years of industry experience. He has been with JPMORGAN Securities LLC since 2013 and is also owner of Wempe Enterprises LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Adriana Perez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019. 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 research from Wells Fargo Investment Institute and third-party sources.

Jacob Kline is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds the Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has been with Wells Fargo since 2025. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and offers a range of financial products through its bank and insurance affiliates.

Gerardo Zamora is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo from 2011 to 2019. Outside of his financial career, he serves as a director of Little Hive Atx, a private Montessori school co-founded with his wife. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meredith Teden is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory work, she owns Mermer Corp, a consulting business, and is establishing McTeden, LLC to transition to AFG in 2024. Ameriprise offers retirement-income planning services aimed at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and a centralized consulting team, to deliver personalized retirement advice.

Abran Soria is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define their financial goals and develop portfolio strategies designed to pursue those goals. He provides ongoing advice and adapts strategies as clients' situations change. Abran's expertise includes general investing, retirement planning, and saving for unexpected expenses. He emphasizes understanding what is important to each client in order to tailor his advice and strategies accordingly. He holds a Personal Investment Advisor (PIA) designation. Abran earned a Bachelor's Degree from Texas State University - San Marcos and a Master of Business Administration (MBA) from the University of Texas - Tyler. He speaks both English and Spanish. Outside of work, he enjoys biking, drawing/sketching, fishing, music, reading, running, soccer, spending time with his family, watching movies, and woodworking.

Daren Truax is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals and families in the greater Austin area. Originally from Beaumont, Texas, he holds a Bachelor's Degree from the Louisiana State University System and is a Personal Investment Advisor (PIA). He specializes in family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Daren works closely with clients to understand their priorities and develop strategies to pursue their financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. Daren is involved with professional and community organizations such as the LSU Austin Alumni Association and Samaritan's Purse. Outside of his professional role, his personal interests include baseball, drawing/sketching, fishing, gardening, genealogy, golfing, hunting, reading, and spending time with his family.