Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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 investment offerings.

Shelly Baumgartner is a CFP® with 23 years of industry experience, currently serving at Charles Schwab in Austin, TX. She has been with Schwab since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Bank Ssb. Baumgartner is a governor for Zonta International District 10, a nonprofit organization focused on leadership and community service. 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 separate managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jorge Cordova is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. His background also includes financial consulting and roles in both public and private sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Katie Caplinger is a Financial Consultant currently working at Charles Schwab since 2022. She has experience as a Financial Advisor, having worked at Ameriprise Financial Services from 2019 to 2022. Katie focuses on assisting clients in managing their finances effectively and works collaboratively to create tailored financial plans that align with clients' short-term and long-term goals. She aims to identify these goals to build and improve financial plans suited to individual client needs. Katie's professional experience spans over several years in financial consulting and advising roles, where she develops customized financial strategies. Outside of her professional role, Katie enjoys cooking and baking, fitness activities including hiking and Pilates, and values social time with friends.

Miles Peterson is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previous experience with Equitable Advisors. Outside of his advisory role, he serves as Director of Business Operations for Algoleaf LLC. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements using firm-approved analysis tools and supports a range of event-driven planning programs.

Grant Jarman is an investment adviser representative with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024. Prior to joining LPL Financial, he worked at Aviator Nation and has experience in sports retail and collegiate environments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Garrett Smeraldi is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside the finance industry, such as with the Houston Astros and Fan Jam Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Jason Dickerson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and bringing 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. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Arteaga is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked within various Charles Schwab entities since 2010 and currently serves as President of the Anderson High School Choir Booster Club and Vice President of the Zonta Club of Austin. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and an integrated operational structure.

David Paladino is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for NEXT Financial Group for 10 years. Outside of his advisory role, he is a freelance bass player. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

William Zeitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Ritter is a financial advisor with Cetera who holds a Series 66 credential and has 10 years of industry experience. He previously worked at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory roles, Ritter owns Breakfast Club, a cycling group in Austin that organizes rides and events, and volunteers with Stop Alzheimer's Now. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies.

James Cox is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Realized Financial and J.P. Morgan Securities. MassMutual Investors Services 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 employs firm-approved software and collaborative annual planning processes to develop written recommendations, emphasizing investment categories and strategies over specific product selections.

Andrew Sweet is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked in several capacities within Fidelity, including as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. He began his career as a Licensed Financial Assistant at MacLean Financial Group from 2021 to 2022. Andrew focuses on enhancing the financial planning experience by streamlining processes and providing clients with the necessary resources to pursue their financial goals. He is committed to contributing to collaborative financial plans aimed at making a meaningful impact on clients' financial futures and retirement. Outside of his professional work, Andrew enjoys board games, comedy, concerts, fitness activities, football, and outdoor adventures.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, Texas, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He previously worked at First Allied Advisory Services and MSI Financial Services. Outside of advisory work, he owns a tax preparation business and provides mortgage brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across various asset classes.

Tyler Freeman is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, Wells Fargo, Millington Securities, WBI Investments, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team at the New Jersey Lacrosse Club. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ashley Doyle is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2026, Doyle worked at RBC Capital Markets and Northwestern Mutual Investment Services. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elvira Lozoya is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Merrill in Pflugerville, Texas. She has worked at both Merrill and Bank of America, N.A. since 2005. Outside of her advisory role, she is a general partner and managing member of A & T Trucking LLC, a trucking company serving retail businesses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ross Kelly is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including positions at Charles Schwab Bank, SSB. 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 offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.