Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 credential and has a background that includes roles at Austin Bodybuilding and various food service businesses, as well as teaching positions at the University of Texas at Austin and the Austin Waldorf School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options.

Alan Shaw is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. Before joining Morgan Stanley in 2026, he spent 13 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of financial advisory, he is a passive minority investor in a healthcare IT startup, Manta Health. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Edward Cruz Medrano is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Charles Schwab since 2019, including a role at Charles Schwab Bank, SSB since 2025. Prior to that, he worked at Manpower, Inc. from 2015 to 2017. 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 and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence on alternative investments.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.

Brent Hagen is a financial advisor with Osaic Wealth, holding a Series 66 designation and 21 years of industry experience. He has previously worked at MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business and a property/casualty insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Russell Zapalac is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as a director on the HOA board for Woodlawn Place Condos. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across a broad range of financial topics. The firm combines planning with managed-account services through its WealthPlan program while maintaining separate delivery of advice and portfolio management.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Blake Kossl is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Iowa State University and Sukup Manufacturing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Elisabeth Bailey is a CFP®-certified financial advisor at UBS Financial Services with 21 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brittanie Bailor is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior roles include positions at Dimensional Fund Advisors, JPMorgan Chase & Co., and Columbia Pacific Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, incorporates an ESG eligibility framework, and includes broader derivatives and commodities capabilities.

Bryan Mitchell is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, among others. Outside of his advisory duties, he serves as President of the Meadowland Homeowners Association in Alvin, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.

Benjamin Westerterp is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and 1st Global Advisors. Westerterp also owns a tax preparation business serving individuals and businesses and is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Norsworthy is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked at Mindlance, WT Enterprise Center, Small Business Development Center, Cava, TJ Maxx, and Wayback Burgers. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Ashley Brueckner is a financial advisor at J.P. Morgan Securities with 18 years of industry experience and a Series 66 designation. She has been with J.P. Morgan Securities since 2007 and also works with JPMorgan Chase Bank, NA. Outside of her advisory role, she is the managing member of Locker Mobility LLC, a company providing temporary storage solutions, and serves on the Grant Advisory Board of the Fertility Foundation of Texas, which raises funds and awards grants to uninsured infertility patients. J.P. Morgan Securities offers 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 through a non-discretionary program. The firm’s advisory process is supported by centralized due diligence and incorporates a range of eligible strategies and ESG considerations.

Nephi Bushman III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at JC Shields Real Estate and the Department of Veterans Affairs. Outside his advisory role, he is a partner at Bushcraft Arms LLC, a local shooting range and firearms business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services and serves multiple registered investment companies, leveraging systematic methodologies and long-term asset allocation benchmarks.

Ryan Hoehn is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior positions include roles at Equitable Advisors, Door Dash, Lyft, Viacom, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad investable universe.