Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Zahra Baldwin is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise and Ameriprise Financial Services Inc, as well as work with the Fashion Institute of Design and Merchandising and Catalia Development Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Salazar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2026, he worked at Fidelity Investments in various roles from 2022 to 2026. Before transitioning to finance, Salazar worked in the restaurant industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Jonathan Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise Advisor Services, Inc. and SPC, among other firms, and serves as president of Terra Lumen Energy Partners, Inc., a business entity focused on tax and investment purposes. His career also includes involvement with tax preparation and accounting services through Akamai 5280 Tax Professionals LLC. 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 supported by various investment strategies and operational tools, with a distinctive scale that includes affiliated financial activities alongside its advisory platform.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Scott Green is a CFP® and holds a Series 66 designation with 16 years of experience in financial advising. He has been with Edward Jones since 2010, based in Round Rock, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Casey Moss is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has operated AVEC Enterprises LLC since 2012. 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 portfolio programs, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Saachi Goel is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. Prior to focusing on advisory roles, Saachi worked at Schwab Retirement Plan Services, Inc. and Charles Schwab Bank, SSB. Outside of finance, Saachi has operated local businesses including Austin Dog Butler and Babysitting Austin, LLC. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

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 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. He is also the owner of Ciani Thomas Financial, a support company based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adria Basco is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 16 years at Charles Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily 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 multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Philip Gibbs is a Senior Financial Advisor with Merrill Lynch Wealth Management in Austin, Texas. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Philip holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Philip earned a Bachelor of Business Administration in Finance from the University of Texas at Austin, College of Business. Before joining Merrill Lynch, he spent five years in related financial services positions at other companies. He began working at Merrill in 2020 through their Financial Advisor Development Program. Beyond his professional work, Philip has a background as a musician and remains active in music when time permits. He has been involved with the Musicians' Initiative Working Group for the City of Austin and is a member of the Knights of the Symphony. His personal interests include baseball, camping, genealogy, hiking, music, singing, skiing, swimming, writing, and yoga.

Mariah Horn is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Kestra Financial Services in various roles since 2003. Outside of her advisory work, she serves as Treasurer for the Vista Ridge High School Track Booster Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

Collin Clark is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. He serves as a board member of Elgin Municipal Utility District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.

Stephanie Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that reflect clients' unique financial situations and goals, incorporating investment insights from Merrill and banking solutions from Bank of America. Her client focus areas include family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Stephanie holds the Personal Investment Advisor (PIA) designation. She attended Saint Edward's University and completed her high school education at Natrona County High School. Committed to community involvement, Stephanie participates in volunteering activities with local organizations, reflecting the Merrill tradition of service in the communities they support.

John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.