Christian Harden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and experience beginning in 2019. His prior roles include positions at NF Smith & Associates, L.P. and the University of Central Missouri. He is currently based in Austin, TX. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software for goal analysis and delivering collaborative annual financial planning engagements.

M Tyer Jr. is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Kingstone Condo Association. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, emphasizing assets held in Ameriprise Managed Accounts.

William Young is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates William D. Young, LLC and serves on the board of the Beachwalk Homeowners Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm delivers these services through a centralized consulting team that partners with advisors like Young to produce tailored, non-discretionary recommendation reports.

Kevin Douglas is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a board member and treasurer of the Epilepsy Foundation Central & South Texas. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Robert Sandoval is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, as well as prior experience with Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paul Hargrove is a Series 66-registered advisor with Thrivent Investment Management, based in Cedar Park, TX, with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across a range of topics, with an option to combine planning with managed account programs under a consolidated billing structure.

Ashley Pigg is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to that, she was involved with Austin Boutique Rentals from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Noah Ozgo is a CFA® charterholder with 11 years of industry experience. He is currently with MassMutual Investors Services and has previously worked at Neuberger Berman and J.P. Morgan Securities LLC. Outside of his advisory role, he serves as board treasurer for a 501(c)(3) scholarship charity and is a member of the investment committee for a nonprofit supporting the accounting profession. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Dawn Ornelas is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with 21 years of industry experience. Her career includes roles at Fidelity Investments and Jared Gaddis prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

David Dire is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Grayson Hopper is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Bank of America and Merrill. Outside of his advisory work, Hopper is involved in youth soccer administration and refereeing in South Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Noce is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at Big Y Foods and Central Connecticut State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI methods and formal advisory roles to multiple registered investment companies.

Michael Priede is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is an independent insurance agent and a partner at MPSW Enterprises LLC, which focuses on auto and home capital strategies, and serves as a trustee for his stepchildren’s trust. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved tools and delivers recommendations without investment discretion.

Jae Yang is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and no prior industry experience. He is also the president of Jae Jin Yang, CPA, PC, an accounting firm he has led since 2013. In addition to his advisory role, Yang is the managing member of J Plus Asset Management, LLC, providing financial planning and wealth management services. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm employs a collaborative planning approach using firm-approved software tools and provides event-driven planning services including divorce and estate-settlement planning.

Eric Vo is a financial advisor at Merrill Lynch Wealth Management based in Austin, TX. He specializes in assisting high-net-worth clients and those experiencing significant financial events, such as retirement, business sale, or inheritance. Eric employs a comprehensive approach to wealth management that encompasses retirement income, wealth preservation, legacy planning, and personal wealth analysis to address the full spectrum of his clients' financial needs. Eric holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor™ (AWMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Houston System in 2018. With proficiency in both English and Vietnamese, Eric focuses on delivering customized, strategic financial guidance grounded in integrity and collaboration. Outside of his professional work, Eric is involved with community organizations such as Ascend Austin and the Austin Asian Community Health Initiative. His personal interests include badminton, camping, cooking, golfing, music, rock climbing, traveling, and volleyball.

Yifan O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan entities since 2017, with prior experience at Bank of America. 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 affiliated brokerage, distribution, and investment management capabilities.

Robert Flores is a Series 66 credentialed financial advisor with 19 years of industry experience, currently practicing at Equitable Advisors in Austin, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Flores serves on multiple boards, including the Ingleside Education Foundation, the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Grindle is a CFP®-certified financial advisor with Edward Jones in Austin, TX, with 26 years of industry experience. He has been with Edward Jones since 1999. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Miguel Davila Penaloza is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His background includes roles at Edward Jones, Meta Inc, and Apple Inc. He is based in Leander, TX. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melinda Kaiser is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with JoeandMel, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.