Cody Brown is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo entities since 2016, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Kallie Nichols is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop, implement, and maintain financial plans tailored to their unique goals. She focuses on building long-term relationships based on trust to guide clients through various stages of their financial lives. Kallie has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. Her experience spans multiple aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kallie has interests in food, parenthood, pets, traveling, and yoga.

Josue Bermudez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and Banc of America Merchant Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Hoag is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. He holds the Series 66 designation and is based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Hultgren is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, 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 through both direct client relationships and corporate financial planning agreements.

Mathews Wilkinson is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior experience includes roles at USAA Investment Management Company, Wedbush Securities Inc., and Ameriprise, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management, financial planning, and custody services.

Cameron Grose is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to his current role, he worked at Blue Dahlia Bistro and Mozies and gained early work experience at Starbucks. 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 recommendations alongside access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Arthur Shearer is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Mason is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Michael Arriaga is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, distinguishing it among large institutional advisers.

Randy Laboy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Charles Schwab for eight years and Kestra Investment Services for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Soly Kor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011, following prior roles at Evolve Investment Advisors and Riverstone Wealth Management. He is also the owner of Kor Financial Wellness, a financial services business based in Austin, TX. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Waldrop is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2003 and 2011, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Seybold is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency, covering a range of financial services over two decades. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Scott Hartgraves is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Regions Bank, and Charles Schwab. Outside of advising, he is a rental property owner and landlord in the Round Rock, TX area. Charles Schwab serves a large client base primarily composed of 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 models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and alternative investment options.

William Jarvis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. His prior work experience includes roles at Trader Joe's, MassMutual, Spectrum Brands, and the University of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated capabilities beyond advisory services.

Catherine Romualdez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, emphasizing structured discovery and advanced analytic tools in its planning process.

Christopher Kowal is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014 and 2015, respectively, and previously spent one year at New England Securities. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive integrated operational structure.

Rohan Chopra is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 credential and four years of industry experience. He has been with Edward Jones since 2020, with a brief period as a student and other work experience at Best Buy and a campus computer store. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jaclyn Taylor is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she worked with Rover and spent three years with the Austin Independent School District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.