Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Linda Vezina is a Series 66-credentialed advisor at Cetera with experience beginning in 2023. Her prior roles include positions at Stream Wealth Partners LLC and Cetera Wealth Services, LLC, as well as involvement with the West Austin Chamber of Commerce from 2014 to 2022. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports a range of program structures and custodial relationships.

Adam Harz is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with OSAIC. He has held prior roles at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Harz also served at Roger Williams University and worked in operations at Laz Parking. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Patricia Pie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. Her career includes four years at Morgan Stanley, four years at Charles Schwab, and four years at Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including assessments from its Global Investment Committee, to support client financial decisions.

Stacy Bouwman is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, based in Austin, TX. She has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary advisory services under a fiduciary standard.

Brandon Fowler is a financial advisor at Charles Schwab & Co., Inc. in Austin, Texas, holding Series 65 and Series 63 licenses with nine years of industry experience. His work history includes roles at Charles Schwab since 2017 and prior experience with Whole Foods Market. He is also involved with All Day Products LLC, operating under the name Vintage Power and Light. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investments.

Cody Amundson is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and three years of industry experience. Prior to Ameriprise, he worked at Eastman Meyler PC and held various positions in educational institutions. He is also an associate financial advisor at Montandon and Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Claire Ricks is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and two years of industry experience. Before joining Equitable Advisors, she held positions at several companies including Oracle NetSuite and Flagship Restaurant Group: Anthem. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, delivering services through a network of Investment Adviser Representatives and utilizing third-party asset managers and LPL-sponsored advisory programs.

Scott Weaber is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo, Steward Partners, Raymond James, and the Internal Revenue Service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations within a framework supported by affiliated investment-management entities.

Susan Balsam is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked at Robnett Financial LLC, Cetera Wealth Services, and Robnett CPAs. Prior to her advisory roles, she was employed by the Austin Independent School District and was self-employed for one year. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Christina Nusbaum is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Schwab Retirement Plan Services, Inc. since 2011, as well as Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves 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 supported by multi-asset model portfolios, centralized oversight, and a formal process for alternative investments.

Michael Peters is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. His prior work includes roles with IronBridge Wealth Counsel and the Los Angeles Chargers LLC. In addition to his advisory work, he is a licensed insurance agent, providing education and servicing life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by discretionary management options and third-party manager selections.

Ronald Rakoover is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Citigroup Global Markets for 16 years before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in managing commercial rental properties. 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 uses research and analytics to evaluate investment options and offers a mix of discretionary and non-discretionary retirement plan services.

Thomas Mc Quinn is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors nationwide.

Kimberly Williams is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and State Farm Insurance. Outside of her advisory role, she owns and manages a paper shredding business in Austin, Texas. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Kilpatrick is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab since 2010. Outside of his advisory role, he owns and manages rental properties, including one rented as an Airbnb. Charles Schwab serves a large client base 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory infrastructure.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked extensively with CUSO Financial Services and University Federal Credit Union over the past 12 years. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Meenal Sharma is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Nicholas Mcmahan is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Hilltop Securities Inc. and BBVA Wealth Solutions Inc. Prior to joining Cetera, he spent multiple years with BBVA entities and Compass Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.