Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jens Busch Jr. is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked previously at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and owns SXSW6 Financial Planning, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Robert Ruff is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at Charles Schwab & Co., Inc. from 2025 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Alex Tang is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary investment management.

Zahra Baldwin is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and the Fashion Institute of Design and Merchandising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Kip Harris is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Harris is also the owner of Capital Wealth Advisors, LLC, a financial advisory firm based in Bee Cave, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services that cover various specialized needs and optional implementation through its brokerage or advisory programs.

Ramiro Herrera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Equitable Advisors. Herrera is based in Austin, TX. 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 an ESG eligibility framework to recommend investment strategies.

Jonathan Holmes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Spc and Sigma Financial Corporation, each for 13 years. Holmes is also president of Terra Lumen Energy Partners, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, model portfolios, and retirement plan consulting.

Graham Heck is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Steward Partners Investment Solutions, Praetorian Wealth Management, Raymond James Financial Services, and Wells Fargo Advisors. He is based in Bee Cave, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML 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 offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, her work experience includes roles at Meade Engineering, Clarity Sober Living, Breast Pump Genie, Beverly Hills Fertility, and teaching at Pepperdine University and Santiago High School. Breanne’s varied background encompasses both educational and entrepreneurial activities. 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, operating through a delivery model that emphasizes program sponsors and endorsed third-party managers.

Noralee Meeks is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1996. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop financial plans.

Casey Moss is a financial advisor at LPL Financial based in Austin, TX, holding a Series 66 designation with one year of industry experience. He has been involved with AVEC Enterprises LLC since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Ruppert is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at T Rowe Price and Kemper Health, as well as experience in property consulting and hospitality. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Jonathan Haefner is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, he worked for Samsung Austin Semiconductor for 18 years. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Colin Tracy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held various positions across different sectors, including roles at RideCentric, Nektar, and Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Andrew Hewitson is a Financial Advisor with Merrill Lynch Wealth Management, serving clients through Merrill Financial Solutions. He works closely with clients to understand their priorities and develops strategies to address their short-, mid-, and long-term financial goals. His advisory services encompass areas such as general investing, retirement planning, and saving for unexpected events. Andrew also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Andrew holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oak Park High School. He emphasizes building a collaborative relationship with clients, providing ongoing advice and guidance as their financial needs evolve.

Daniel Hillery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at United Parcel Service, Natural Grocers by Vitamin Cottages, and other companies in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, and it conducts oversight over sub-advisers while addressing conflicts of interest.

Weldon Thomas is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and currently operates Ciani Thomas Financial in Austin, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services and offers a range of financial planning and investment consulting solutions supported by firm research and an extensive affiliate network.