Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Zahra Baldwin is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise and Ameriprise Financial Services Inc, as well as work with the Fashion Institute of Design and Merchandising and Catalia Development Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Salazar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2026, he worked at Fidelity Investments in various roles from 2022 to 2026. Before transitioning to finance, Salazar worked in the restaurant industry. 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, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kip Harris is a financial advisor with Wells Fargo Advisors in Bee Cave, TX, holding Series 63 and Series 65 credentials and with 32 years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Harris is also the sole owner of Capital Wealth Advisors, LLC, where he provides financial advisory services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net worth thresholds. The firm uses proprietary research and planning tools to develop customized recommendations, with optional implementation through their brokerage or advisory programs.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Jonathan Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise Advisor Services, Inc. and SPC, among other firms, and serves as president of Terra Lumen Energy Partners, Inc., a business entity focused on tax and investment purposes. His career also includes involvement with tax preparation and accounting services through Akamai 5280 Tax Professionals LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services supported by various investment strategies and operational tools, with a distinctive scale that includes affiliated financial activities alongside its advisory platform.

Graham Heck is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Steward Partners and Raymond James Financial Services. Prior to joining LPL Financial, he spent time at Wells Fargo in various roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and institutional platforms.

Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Noralee Meeks is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and previously at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment committee insights.

Scott Green is a CFP® and holds a Series 66 designation with 16 years of experience in financial advising. He has been with Edward Jones since 2010, based in Round Rock, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Ryan Ruppert is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with three years of industry experience. His work history includes roles at T Rowe Price and Kemper Health, as well as experience in property consulting and hospitality. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Saachi Goel is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. Prior to focusing on advisory roles, Saachi worked at Schwab Retirement Plan Services, Inc. and Charles Schwab Bank, SSB. Outside of finance, Saachi has operated local businesses including Austin Dog Butler and Babysitting Austin, LLC. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Jonathan Haefner is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, he worked for Samsung Austin Semiconductor for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Hewitson is a Financial Advisor with Merrill Lynch Wealth Management, serving clients through Merrill Financial Solutions. He works closely with clients to understand their priorities and develops strategies to address their short-, mid-, and long-term financial goals. His advisory services encompass areas such as general investing, retirement planning, and saving for unexpected events. Andrew also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Andrew holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oak Park High School. He emphasizes building a collaborative relationship with clients, providing ongoing advice and guidance as their financial needs evolve.

Daniel Hillery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at United Parcel Service, Natural Grocers by Vitamin Cottages, and other companies in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, and it conducts oversight over sub-advisers while addressing conflicts of interest.

Weldon Thomas is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. He is also the owner of Ciani Thomas Financial, a support company based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adria Basco is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 16 years at Charles Schwab. 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 and offers multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Philip Gibbs is a Senior Financial Advisor with Merrill Lynch Wealth Management in Austin, Texas. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Philip holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Philip earned a Bachelor of Business Administration in Finance from the University of Texas at Austin, College of Business. Before joining Merrill Lynch, he spent five years in related financial services positions at other companies. He began working at Merrill in 2020 through their Financial Advisor Development Program. Beyond his professional work, Philip has a background as a musician and remains active in music when time permits. He has been involved with the Musicians' Initiative Working Group for the City of Austin and is a member of the Knights of the Symphony. His personal interests include baseball, camping, genealogy, hiking, music, singing, skiing, swimming, writing, and yoga.