Olivia Golden is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Her prior work includes roles at Slalom, Bank of America, Merrill, Alma, and entrepreneurial experience with Italian Eatery LLC and 526 Salon. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and alternative investment options.

Christopher Rapp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a local office lease LLC that generates no income and is not related to investment activities. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm uses a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations in coordination with its financial advisors.

Roger Berry is a Private Wealth Advisor and co-founder of Berry, Erbring, Gray & Associates, a Merrill Private Wealth Management team based in Austin. Since 2001, Merrill Private Wealth Management has been focused on serving the firm’s most affluent clients. Roger works closely with successful business owners, executives, and multi-generational families, assisting them with wealth growth, preservation, and transfer strategies. His practice emphasizes preparing clients for significant liquidity events, such as the sale or transfer of a business, while providing leadership and coordination throughout these processes. With over 25 years of experience, Roger specializes in family wealth management, portfolio management, and tax minimization strategies. He provides a thorough and integrated approach that connects clients’ wealth strategies with their estate plans, tax situations, and family dynamics, aiming to simplify financial complexity and optimize their financial lives. His credentials include a B.S. in Accounting from Miami University, a Master’s degree in Divinity from Trinity Seminary, and professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of his professional work, Roger lives in Austin with his wife Liz and their three adult children. His personal interests include golfing, tennis, and traveling.

Jeremy Vance is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He is based in Austin, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he assists with a small power washing business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research and analytics.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Ashlie Bessette is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials. She began her advisory role in 2026 and has prior work experience at Wells Fargo Bank, Texas Department of Criminal Justice, Casa Ole, and H-E-B. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Mc Caffrey is a financial advisor with Ameriprise in Austin, TX, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Mercer Advisors from 2001 to 2006 and had a period of unemployment before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through a centralized team that provides tailored recommendation reports and ongoing advice based on proprietary research and third-party data.

Robert Seigendall is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Linde North America LLC before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Andrew Motes is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities, Mass Mutual Investors Services, Metlife Securities, and New England Securities. In addition to his advisory role, Motes offers home and auto insurance services through an independent agency. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of strategies and program options supported by a complex network of affiliated entities.

Charu Yadav is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, Yadav held roles at Wells Fargo Bank, N.A., Nizari PFCU, and the YMCA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and retirement plan consulting supported by research from Wells Fargo Investment Institute and third-party sources.

Caroline Cecil is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she spent nine years at Deloitte Tax LLP. She serves as a board member for the Austin Chapter of the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Deborah Foust is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2005. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Joseph Camarena is a financial advisor at Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2000 and joined Wells Fargo Clearing in 2023. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher O'Banion is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Charles Schwab since 2014. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and custody services.

Reagan Holly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Holly worked at Charles Schwab and has experience in both financial services and other sectors including produce and warehousing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios and serves a range of investors with discretionary and non-discretionary advisory solutions.

Adam Sbaitan is a financial advisor with Merrill in Austin, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he held various contract and other roles, including positions at Coinbase and Thrive Pet Healthcare. Outside of finance, he was involved with Austinite Dogstead, a pet care service. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Miller is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Charles Schwab, Purshe Kaplan Sterling Investments, and other firms. Outside of his financial advisory role, he works as a delivery driver for DoorDash and UberEats. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor planning to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Bernard Adelstein is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles outside the financial industry, such as positions at Hudson Window Cleaning Co., Crystal Cafe, and Mountain Creek Resort. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs that utilize both proprietary and third-party investment solutions.

Nathan Ross is a Series 66 licensed financial advisor at Ameriprise with four years of industry experience. He previously worked at the Cincinnati Sports Club and Makatewah Country Club. Ross serves on the Board of Directors for Austin Retros Netball and acts as a team captain. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored recommendations.

Adam Chrestia is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.