Brandon Bullock is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kompan and Around Campus Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Laura Parker is a financial advisor with Ameriprise in Leander, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Ameriprise since 2016 and previously spent seven years at Merrill. Outside of her advisory role, she manages an entity for expense management related to her financial practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a large client base with a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Gillespie is a financial advisor with LPL Financial based in Austin, TX. He holds the Series 66 designation and has recently transitioned into the industry, accumulating experience since 2024. Prior to his advisory career, he spent ten years in full-time education and was involved with Libertyville Youth Baseball Inc. from 2021 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad spectrum of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, leveraging model portfolios, research, and technology-driven strategies.

Cheryl Lee is a financial advisor with Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Austin Area Heritage Council and provides consultative services for Gerson Lehrman Group. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers customized, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Addison Baez is a financial advisor at Merrill with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, N.A. and Equitable Advisors. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steven Pipkin is a financial advisor with Osaic Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Fortis Investors, Inc. since 1991 and served in the U.S. Air Force Reserve for 34 years. Additionally, he is the president of Pipkin & Pipkin, Inc., a company involved in the sales and service of life and health insurance plans. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Ashley Potts is a Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2008 and holds the Personal Investment Advisor (PIA) designation. Ashley earned her High School Diploma from McCallum High School. Ashley focuses on helping clients align their financial plans with what matters most to them and their families. She works with clients at various stages of market experience, providing guidance to build strategies that support their goals over time. Outside of work, Ashley enjoys reading, gardening, spending time with family and friends, as well as activities such as boating, bowling, cooking, painting, and yoga.

Patricia Himelick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at VOYA Financial Advisors and operating Himelick Financial Group LLC since 2010. She is also an independent insurance agent, selling fixed insurance, annuities, long-term care, and life policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across discretionary and non-discretionary programs.

Kevin Garcia is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to his financial advisory career, he was employed at Best Buy from 2010 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Shane Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at several firms since 2015, including Ameritas Investment Corp. and Capital Choice Investment Advisers. Outside of his advisory role, Allen serves as a pastor at Crossroads Assembly of God and is involved in real estate as a realtor with Austin Options Realty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based strategies.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Allison Bouwman is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Concordia University, Austin, where she served as an adjunct professor teaching a forensic science course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Jeanne Underwood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Treehouse Retreat, LLC, a real estate business in Austin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joel Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2008. Pezzano also operates Pezzano Investment Management LLC, an investment-related business used primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Albert Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance to individuals and families across the United States, helping them develop wealth management, retirement, educational, and legacy plans. His client base includes athletes, coaches, entrepreneurs, business owners, executives, and retired professionals. Albert employs Merrill Lynch’s open architecture platform to deliver strategies tailored to each client's specific goals and life priorities. With over 40 years of experience in financial advising, Albert focuses on areas such as education planning, family wealth management strategies, managing new wealth, personal retirement planning, and serving clients in sports and entertainment. He emphasizes understanding clients’ unique priorities in order to create personalized financial plans designed for their goals and aspirations. Albert holds a Bachelor’s degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. He has been a member of the Black Professional Group at Bank of America. Outside of his professional work, Albert volunteers with community organizations including Women In Jazz and those that promote women's wellbeing and children's education. He resides in Austin, Texas, with his family and enjoys interests such as chess, cooking, and spending time with his grandchildren.

Scott Duplantis is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the sole owner of Kill It or Drill It, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Lucile Brocato is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. She is currently a Project Management Student Intern with The University of Texas Events and Experience Department, where she assists with campus-wide event coordination. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Aljair Pimentel is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Uber Eats and AlphaSights. In addition to his advisory role, he operates a tax preparation business in Austin, Texas. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.