Jason Dickerson is a financial advisor at Edward Jones in Austin, TX, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sara Ashworth Baccus is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 designations and with 20 years of industry experience. She has been with Merrill since 2011, including her current role starting in 2022, and is also affiliated with Bank of America, N.A. through her work at Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Teeple Partners and has been involved with Noble Task Management, LLC since 2019. 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, model portfolios, and retirement plan consulting.

David Paladino is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he spent ten years at NEXT Financial Group. Outside of his advisory work, he is a freelance bass player. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

William Zeitz is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jacob Ritter is a financial advisor with Cetera who holds a Series 66 credential and has 10 years of industry experience. He previously worked at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory roles, Ritter owns Breakfast Club, a cycling group in Austin that organizes rides and events, and volunteers with Stop Alzheimer's Now. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

James Cox is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Realized Financial and J.P. Morgan Securities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning processes to develop written recommendations, emphasizing investment categories and strategies over specific product selections.

Andrew Sweet is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked in several capacities within Fidelity, including as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. He began his career as a Licensed Financial Assistant at MacLean Financial Group from 2021 to 2022. Andrew focuses on enhancing the financial planning experience by streamlining processes and providing clients with the necessary resources to pursue their financial goals. He is committed to contributing to collaborative financial plans aimed at making a meaningful impact on clients' financial futures and retirement. Outside of his professional work, Andrew enjoys board games, comedy, concerts, fitness activities, football, and outdoor adventures.

Tyler Freeman is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Wells Fargo, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team with the New Jersey Lacrosse Club. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Jackson Arredondo is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans, address ongoing and new needs, and build long-term relationships by understanding their goals and aspirations. He has been with Fidelity Investments since 2022, progressing through roles including High Net Worth Service Associate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Jackson has gained experience in client service and financial planning, focusing on developing strategies that align with clients' objectives. His professional journey demonstrates a commitment to supporting clients' financial futures through comprehensive planning and relationship management. Outside of his professional responsibilities, Jackson has personal interests that include fitness, football, golf, movies, and snowboarding.

Mark Hogue is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is involved in developing patents through a separate business venture. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Zachary Harmon is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein, Buckingham Strategic Wealth, and The Colony Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and analytical tools but does not include individual security recommendations within its standalone planning services.

Joe Morris Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory work, he owns Anthem Wealth, LLC, a private wealth management firm based in Austin, Texas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Brian Trowbridge is a financial advisor with LPL Financial, holding PFS™ and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Level Four Advisory Services and 1st Global Advisors, with a longstanding career as a CPA dating back to 1987. He also maintains a tax preparation and accounting practice under his own name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research to support diversified investment strategies.

Keith Ford is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his work at Ameriprise, he owns and manages an advisory business, Pathsage LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Shawn Walker is a Series 66-licensed financial advisor with Morgan Stanley in Austin, Texas, and has 25 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is engaged in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ethan Montalvo is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He began his advisory career in 2025 and has also been involved with Martin Wealth Management, LLC during the same period. Prior to entering the financial industry, he attended Texas State University and worked at Sharyland Pioneer High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Alex McArthur is an Investment Consultant at Fidelity Investments, a role they have held since 2024. Prior to this, Alex worked as a Financial Advisor at 49 Financial from 2018 to 2024. Alex focuses on understanding clients' unique perspectives and experiences to provide financial strategies tailored to their individual needs. They emphasize educating clients to help them feel empowered and confident in the financial planning process. Alex's approach is relational and empathetic, aiming to ensure clients feel seen and heard. Outside of their professional work, Alex has interests in concerts, fitness, painting, reading, and volunteering.

Thomas Uhl is a financial advisor at Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Rachel Lothman is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has real estate ownership interests unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.