Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, TX. 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 employs a large network of advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evelyn Richey is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at JPMorgan Chase Bank, Corepower Yoga, Lennox International, and several other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Cary Clevenger is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles within UBS since 2019 and prior experience in various service and retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Douglas Deaton is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following five years at Sanford C. Bernstein & Co., LLC. Based in Austin, TX, Deaton provides financial advisory services within a large institutional framework. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated advisors. The firm’s approach incorporates structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience with J.P. Morgan Securities and JPMorgan Chase Bank, both from 2016 to the present, based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, offering a range of eligible strategies that may incorporate ESG criteria.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Julia Schell is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Goldman Sachs for three years and held roles at Deloitte, Endeavor Real Estate Group, and the University of Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Natia Rage is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and various Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Peter Lynch is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BBVA Wealth Solutions, CUSO Financial Services, and University Federal Credit Union. His other business activities include involvement with UFCU Investment Services. 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 institutional platforms, supported by extensive technology and a broad network of advisors.

Israel Ham II is a financial advisor with Wells Fargo Clearing, holding a Series 65 designation and one year of industry experience. He previously worked at Skyline Wealth Strategies and Florida Financial Advisors, where he also served as a financial consultant. Outside of his advisory role, Ham is involved in fixed insurance sales through Florida Financial Insurance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade and BNY Mellon. Outside of advisory work, he is a member of Parc Ferme, a non-agent real estate group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Kyle Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Borderlands Brewing Company and Mission Steel. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Healy Marroy is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Wells Fargo Advisors and has previously worked at Ellevest and Graf Financial, LLC. Her background includes roles at Wells Fargo Clearing and a period at Louisiana State University. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.

Cory Massey is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Bank, Cadence Bank, the Texas Department of Savings and Mortgage Lending, and Stephens Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad range of financial products.

Paul Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds, tax-efficient services, and securities-based lending options.

David Van Winkle is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heather Dempsey is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes multiple tenures at UBS Financial Services, as well as a brief period at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including fee-based planning, portfolio management, and capital markets services.