Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Troy Bangs is a financial advisor with LPL Financial who holds the Series 66 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership stake. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Deven Perez is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with select families and professionals to focus on their financial goals, assessing their progress and helping to achieve their aspirations efficiently. He incorporates a Personal Wealth Analysis to address various needs including retirement planning, legacy planning, tax strategies, and income management. Deven holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Central Michigan University. Originally from Michigan, Deven moved to Austin and has interests in baseball, boxing, football, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies. He previously wrestled collegiately.

Preston Werner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at BVA Group, Topaz Labs, and EY. Mass Mutual 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 uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Sean Yoder is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2022, he held roles at College Tutors, Texas Bank, and Bed and Biscuits Austin. Outside of Ameriprise, he is also an associate financial advisor at Pathsage LLC, where he supports client service and trade execution. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with personalized advice, delivering services through a centralized consulting team in partnership with financial advisors.

Aaron Draper is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Draper also serves as the executor of an estate, managing asset collection and distribution duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structured, annual planning relationships.

Sam Quach is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to build, implement, and maintain tailored financial plans that address both current and future needs, including those of their families. Sam has been with Fidelity Investments since 2019, progressing through several positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Brokerage Services Associate at Charles Schwab from 2017 to 2019. Outside of his professional work, Sam has interests in food, football, movies, pets, and traveling.

Vivek Khasat is a CFP®-designated financial advisor at Osaic with 15 years of industry experience. His prior roles include 13 years at SEI Investments Management Corp and ongoing work with IronBridge Wealth Counsel. Outside of his advisory practice, he is co-owner of two local business ventures focused on general strategy. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by advanced asset allocation and portfolio management tools.

William Olsen is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with MML Investors Services Inc. and MassMutual Financial since 2004. Outside of his advising role, Olsen is a partner and owner of a retail vending machine business, where he guides family members in operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, structuring engagements as annual, collaborative relationships.

Sun Joo Oh is a Financial Advisor at Merrill Lynch Wealth Management, where she serves clients by helping them develop strategies to achieve their short-, mid-, and long-term financial goals. She provides resources for investing, retirement planning, and managing unexpected financial needs, while also connecting clients with specialists in banking, credit, home financing, and small business solutions. Her approach involves understanding clients' goals and providing ongoing advice as their needs evolve. Sun Joo's expertise encompasses areas such as college and education planning, retirement income, philanthropic planning, tax minimization, and portfolio management. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Wisconsin and communicates fluently in English and Korean. Outside of her professional work, Sun Joo enjoys hiking, reading, and swimming. Her philosophy centers on uncovering what matters most to clients and their families to create tailored financial strategies.

Jay Gerrie is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management in Austin, Texas. He joined Merrill in 1992 and specializes in creating integrated wealth plans and financial strategies for high net worth individuals and families. Jay focuses on developing strategies tailored to each client's unique needs and risk tolerance, recommending appropriate investment vehicles to help achieve their financial goals. Jay has built an advisory practice centered on trust and integrity, leading a team committed to providing a superior client experience. His group coordinates with clients' other advisors, including attorneys, family offices, and CPAs, to implement a goals-based wealth management process. He holds a Personal Investment Advisor (PIA) designation. Jay graduated from the University of Texas at Austin with a Bachelor of Business Administration. Prior to joining Merrill Lynch, he was Vice President of a commercial real estate company in Dallas. Jay is active in the Austin community through volunteer work with Young Life Austin and Africa New Life Ministries. He has also served on boards for Young Life Austin, Hyde Park Schools, the U.T. Alumni Association, and the Arthritis Foundation. In his spare time, Jay enjoys spending time with his family and fly fishing.

Matthew Needham is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Mulinix Goerke and Meyer LLC. Outside of finance, he has experience working with the Juice Shack. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research resources, and technology-driven strategies.

Kristina Ivey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Ani Rice is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Raymond James, she worked at Charles Schwab and has a background that includes roles at the University of Texas at Austin and the Office of Inspector General. She is also involved with Ciani Thomas Financial in a non-investment capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and has a notable focus on municipal and public finance through its affiliated network.

Spencer Corzine is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Anderson Van Horne Associates and Securities America Advisors. Outside of financial advising, he is the owner and CEO of Renee Martin Land Development, LLC, which focuses on land development for recreational use and potential Airbnb projects. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated brokerage and advisory services with a range of investment solutions and third-party platforms.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Ethun is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios.

Lance Giambelluca serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, bringing nearly 30 years of experience in investment and financial advisory. He leads the Davenport office in Austin, Texas, and acts as a Practice Management Development Coach. Lance focuses on delivering personalized wealth management strategies, connecting all aspects of his clients' financial lives to help them achieve their long-term goals. His clients typically include high net worth families requiring comprehensive financial planning and investment advice. Lance holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Business Administration degree from the University of Texas at Austin in 1993 and began his career with Merrill Lynch in New Orleans before relocating to Austin in 2005. His expertise encompasses portfolio construction, liability management, estate planning, philanthropic planning, and retirement strategies. Active in the community, Lance volunteers with organizations such as the Central Texas Food Bank, Ronald McDonald House, and Community First! He is also a member of professional organizations including the L3 Organization and Legatus Austin. Outside of work, Lance enjoys biking, boating, cooking, fishing, football, racquetball, running, scuba diving, skiing, and traveling.

Donna Chimera is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.