Gilbert Riojas Jr. is a financial advisor with Stifel in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Outside of his advisory role, he is a managing partner of GILMAC Cattle Co. L.P., a family cattle ranching and real estate acquisition business. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Youree Mc Bride Jr. is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, as well as involvement with River City Repertory Theatre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Jenni Parsi is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2010 and worked at Bank of America N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages integration with Bank of America’s broader platform, enabling access to a variety of products and services beyond traditional investment management.

Guy Clayton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a silent investor in a Stretch Zone franchising LLC and serves on the advisory council for the Texas Tech Rawls Business School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery, planning tools, and modeling techniques, with services spanning from retail advisory programs to institutional solutions.

Neha Sukumar is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at AXA Advisors, LLC and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing both advisory and brokerage solutions.

Wende Easter is a Series 66-licensed financial advisor with Wells Fargo Clearing in Austin, TX, bringing 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns Pretty Little Blooms LLC, a business focused on making soap, arts and crafts, and growing flowers and spices for sale. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Maximilian Jung is a CFP® certificant affiliated with LPL Financial in Austin, TX, with experience spanning various roles since 2016, including four years at First Western Trust Bank. He holds a Series 63 license and joined LPL Financial in 2026. Prior to his financial services career, he worked in healthcare talent management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and technology-supported portfolio management through a broad network of investment adviser representatives.

Matthew Giambelluca is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at the University of Texas and TCU Men's Basketball, as well as involvement in sports agency and athletic staffing. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional fiduciaries.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

John Mc Coy is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior work includes roles with the Georgetown Chamber of Commerce, Southwestern University, and entrepreneurial activities through his self-employed business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance services.

Colin Peck is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, and DV Trading. In addition to his advisory role, he serves as an executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, various program structures, and custodial relationships.

Joshua Marcoux is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 license and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and JPMorgan Chase & Co. Outside of his advisory work, he has involvement with a trust entity based in Boerne, TX. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

William Sowers V is a financial advisor at Osaic with a Series 66 credential and one year of industry experience. He has worked at IronBridge Wealth Counsel LLC and Northern Edge Advisors LLC, among other roles. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Carmalene Churba is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following five years at Edward Jones. Outside of her advisory role, she manages a private investment-related business through M. Churba LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and a comprehensive investment approach.

Rachel Choate is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. She began her advisory career in 2023 with Edward Jones and has worked at Luminary Life Digital BGA before joining Equitable Advisors in 2025. Prior to entering the financial industry, her background includes roles at Betenbough Homes and Betenbough Business Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Isiah Travis is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL and Oracle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Bryan Lawhon is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized wealth management strategies. He focuses on helping clients define their financial independence number and crafts tailored financial roadmaps to pursue their goals, considering the intent behind their wealth and designing comprehensive plans that build, manage, and preserve family assets. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Bryan holds a Bachelor’s degree from the University of Texas at Austin and an MBA from The McCombs School of Business. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and Personal Investment Advisor (PIA) certification. Outside of his professional work, Bryan enjoys baseball, fishing, football, golfing, reading, and spending time with his family. His approach centers on understanding clients’ life priorities to create financial strategies aligned with what matters most to them.

Edgar Delgado Garza is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His work history includes roles at Bank of America, N.A. and Wells Fargo Bank, N.A. He also has experience at Austin Community College. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated within Bank of America’s corporate platform.