Dane Crick is a financial advisor with LPL Financial located in Austin, TX. He holds a Series 66 credential and has less than one year of industry experience. His prior work history includes roles at MWA Financial Services, Modern Woodmen of America, and non-financial positions at Cheddar's Scratch Kitchen and Polo Ralph Lauren. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter O'Malley is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 12 years of experience in the industry. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that includes advanced analytical tools and modeling for outcomes, while generally acting in an advisory capacity.

Russell Bacon is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Crux Wealth Advisors. Outside of his advisor role, he is involved in multiple financial advisory and strategic consulting businesses based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Tasha Gilkey is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has previously worked at Financial Engines Advisors L.L.C., Desert Financial Credit Union, and Wells Fargo Bank N.A. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services with an emphasis on diversified portfolios and long-term strategies.

Joshua Pottinger is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a mobile outdoor kitchen business and serves on the Board of Directors for Make a Wish Central and South Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers additional capital markets and banking services.

Andrew Vonehrenkrook is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial in Austin, TX. He previously worked at The Perspective Group, LLC for six years. Outside of his advisory role, he is involved in tax preparation and accounting services through Graystone Financial Services, LLC, and is a partner in two local Austin-based businesses, The Groovy Event Co and Austin Connections LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party strategies, supported by technology tools and a broad suite of affiliated financial services.

Joe Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and 14 years as a self-employed professional. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

David Berry is a Private Wealth Advisor with Merrill Private Wealth Management, having joined the firm in 2022. He supports successful individuals and families by connecting their wealth to their lives, with a focus on preparing business owners and entrepreneurs before, during, and after liquidity events. His client services emphasize family wealth management strategies, legacy planning, liquidity management, managing new wealth, and tax minimization. David's professional background includes leadership in Corporate Development at Workrise, where he executed acquisitions, divestitures, and strategic partnerships. He has experience as an associate at Blue Sage Capital, a private equity fund focused on founder-owned businesses in the lower middle market, and as an investment professional at ITE Management, where he participated in sourcing, due diligence, underwriting, and execution of industrial transportation assets. David began his career as an Investment Banking Analyst at Morgan Stanley, specializing in services industry transactions including consulting, IT services, payment processing, and professional services. His academic credentials include a Bachelor of Science degree in Finance and Entrepreneurship from the Kelley School of Business at Indiana University. He holds professional designations as a Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). David resides in Austin with his wife and two daughters. His personal interests include cooking, fishing, golfing, music, and traveling.

Frank Netherton is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, previously spending six years at A. G. Edwards & Sons, Inc. He serves as a trustee for several close friends and manages family estate matters, including acting as executor for his father’s estate and co-managing a family ranch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors and $671 billion in assets under management.

Thomas Caldroney is a Series 65-credentialed financial advisor with 21 years of industry experience, currently working at Fisher Investments since 2002. He is based in Austin, TX. Fisher Investments serves a diverse client base that includes institutional investors, pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Kenny Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. He also manages his personal family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Binh Nguyen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides 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. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations with options that may incorporate an ESG eligibility framework.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nancy Kilby is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions tailored to clients’ goals and risk tolerances.

Gabriel Bussemey is a Series 66-registered financial advisor with Cetera in Austin, TX. He has less than one year of experience in the industry and previously held multiple roles at A+ Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Olivia Broussard is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Olivia is committed to creating personalized financial strategies that align with her clients' goals, values, and long-term visions. She obtained her Bachelor's Degree from Texas Christian University, where she double majored in Finance and Entrepreneurial Innovations. Prior to joining Merrill, Olivia worked at Equitable Advisors, assisting educators with their retirement benefits, an experience that sparked her commitment to financial planning. She holds the Personal Investment Advisor (PIA) designation. Olivia actively participates in community organizations, including the Kappa Alpha Theta Alumnae Chapter Austin and the Young Women's Alliance. Her personal interests include cooking, dancing, golfing, music, singing, spending time with her family, and practicing yoga.

Sean Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities, Bank of America, and Merrill. Outside of finance, he is involved in the arts, occasionally selling his own visual artwork, and serves as a self-defense coach at a local Jiu Jitsu club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, focusing on investment policy statement development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Adam Salazar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2026, he worked at Fidelity Investments in various roles from 2022 to 2026. Before transitioning to finance, Salazar worked in the restaurant industry. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.