Brian Wiese is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Candace Stone is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets from 1993 to 2009. Stone is currently based in Austin, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs. The firm offers customized financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brian Hammersley is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney LLC since 2013, and UBS Financial Services from 2002 to 2013. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Zachary Scoggin is a financial advisor with Wells Fargo Clearing in Bee Cave, Texas, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo since 2017 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides retirement plans with consulting, discretionary investment selection, and education services, utilizing research from Wells Fargo Investment Institute and third-party databases.

Joel Bravo is a financial advisor at Edward Jones in Taylor, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for the City of Bryan for 17 years. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Joe Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and 14 years as a self-employed professional. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Frank Netherton is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, previously spending six years at A. G. Edwards & Sons, Inc. He serves as a trustee for several close friends and manages family estate matters, including acting as executor for his father’s estate and co-managing a family ranch. 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 combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors and $671 billion in assets under management.

Kenny Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. He also manages his personal family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Joshua Knuffke is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Barton Associates and Pruco Securities LLC, as well as varied experience in retail and hospitality. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of insurance and trust services through affiliated entities.

Binh Nguyen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been with JPMorgan Chase Bank, N.A. since 2002. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations with options that may incorporate an ESG eligibility framework.

Gloria Spencer is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment strategies and client portfolio management. Ms. Spencer earned her bachelor's degree from the University of Houston. Her role focuses on providing tailored financial advice to clients, drawing on her knowledge and experience in wealth management.

Holland Austin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. Prior to his current advisory role, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and utilizes structured discovery conversations and firm-approved planning tools in their process.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jens Busch Jr. is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is the owner of SXSW6 Financial Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring its advisory engagements as annual collaborative relationships with a focus on goal-based analysis and recommendation of investment categories.

Gabriel Bussemey is a Series 66-registered financial advisor with Cetera in Austin, TX. He has less than one year of experience in the industry and previously held multiple roles at A+ Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

Alex Tang is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property in Georgetown, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary investment management.