Nathan Serven is a CFP® with 17 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2017, and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Serven Consulting, LLC, where he advises business owners on strategies to increase their business value in preparation for exit. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved software and collaborative annual planning engagements.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, Aspen worked at Equitable Advisors, LLC from 2021 to 2023 and has a background that includes roles in diverse sectors such as hospitality, fitness, and education. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Spearhead Capital. Outside of his advisory work, he operates a separate business, Tribe Financial, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

David Reyes III is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Surani Sirisena is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He has been with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with the Global Investment Committee’s projections to support its financial plans.

Aaron Sotak is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he teaches courses to senior citizens at the University of Minnesota Duluth and volunteers as a teacher at the University of Texas. He also serves on the board of the Circle C Child Development Center in Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Timothy Coffey is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Cole Essman is a financial advisor at Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as teaching positions at San Diego State University and Eastlake Middle and High School. MassMutual Investors Services, LLC 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 emphasizes annual, collaborative planning engagements and offers a range of investment and event-driven planning programs.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior firms include Edward Jones and Hilltop Securities Inc. He is based in Leander, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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.

Gabrielle Wilde is a Financial Consultant currently working with Fidelity Investments. She collaborates closely with clients to develop financial plans that address their long-term needs and adapt as their circumstances change. Her approach is informed by her personal experience with loss, which has fostered a commitment to guiding clients through challenging life events. Gabrielle's professional experience includes roles at Fidelity Investments since 2020, progressing through positions such as Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. Outside of her professional career, Gabrielle has interests in comedy, cooking and baking, and traveling.

Angela Kuno is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. She previously worked at Cambridge Investment Research Advisors and associated entities from 2016 to 2022. Outside of her advisory role, Kuno serves as treasurer for a homeowners association in Austin, TX. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers to meet diverse client needs.

Jessica Walgenbach is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that also includes insurance products and a collateralized lending program.

Ryan Mullins is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Domino’s for two years. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Lisa Aschenbeck is a financial advisor with Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge Investment Research since 2010. Outside of her advisory role, she is a partner in Texan Tree Depot and has involvement as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

Charles Cooper is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2021. Outside of his advisory role, he serves as Treasurer for the Pedernales Hills Homeowners Association, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a financial advisor with Edward Jones in Round Rock, TX, holding CFP® and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is involved as a Class B member in a car repair business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shelley Hatley is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Guillory is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and The Northern Trust Company. Guillory also has involvement with Cadence Bank. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a variety of management approaches.