Jake Hansen is a financial advisor at Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he has held positions at Wells Fargo Bank and Wells Fargo Clearing. His work history also includes experience outside finance, such as in the food service industry. 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 integrates research from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach, offering both brokerage and advisory solutions.

Duyen Bui is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. Their work history includes multiple roles at Wells Fargo Bank, nA, and Wells Fargo Clearing since 2013, along with a brief period at REAP Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Corbin Tips is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at American Airlines and attended the University of Texas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Salient Systems, Oracle, and Austin FC. His background also includes work in collegiate and recreational sports settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Paul Tearson is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His previous roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Company, Eagle Strategies (NY Life), NYlife Securities LLC, and New York Life. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and technology-driven operational support.

Jose Avelar Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, Merrill, Bank of America, and UFCU. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Curtis Cuccia is a Financial Advisor at Merrill Lynch Wealth Management. He serves as a relationship-first, active wealth manager, recommending financial and investment solutions closely aligned with the personal and business goals of his clients. Curtis partners with small businesses, professionals, and select families, delivering comprehensive and personalized analyses to support effective life planning. Before joining Merrill Lynch, Curtis spent nearly a decade in personal accounting, wealth management, and life insurance. This experience provides him with an extensive understanding of the unique challenges clients face, enabling him to connect with their personal concerns. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Curtis holds a Bachelor's degree in Accounting from Southwestern University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Curtis enjoys baseball, basketball, billiards, chess, cooking, football, golfing, hunting, skiing, and spending time with his family.

Carly Jenkins is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, she serves as Treasurer and CFO on the executive committee of the Austin LGBT Chamber of Commerce, overseeing financial reporting and taxation. 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’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on Eligible Strategies and incorporates ESG considerations.

Alexandra Smith is a CFP® and Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and has a background that includes work in personal styling. Alexandra manages virtual styling clients outside of her advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national footprint of advisors and branch offices.

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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.

Huong Vo is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, Huong operated her own advisory business and worked at Waddell & Reed, Inc. and Ameriprise. She is also involved in insurance sales and owns a real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Patrick Gibbons is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for 15 years, as well as Edward Jones for three years. Gibbons serves as a board member of the Travis Country Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through both proprietary and third-party investment strategies.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. He operates Wayt Financial, a firm he has been involved with since 1998. Outside of his advisory roles, Wayt serves as a committee member for TED Council, a biotechnology organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base through various platforms and custodians.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Charles Schwab, he held roles in education, food service, and recreational facilities management. He has work experience at Texas Tech University, Chic-Fil-A, and Victory Life Church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as experience managing small business ventures such as Handwaxandwash, LLC and Beckway MGT, LLC. 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, supported by centralized supervisory and operational infrastructure.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Investments, LLC. 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 and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence with forward‑looking capital market assumptions and incorporates ESG considerations, supported by affiliated investment-management entities.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.