Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Grace Mabie is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at PaymentWorks, Aeropay, and CommonFont. She served with the Ravina Festival Association from 2014 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research and includes broader derivatives and commodities capabilities.

Cody Ross is a financial advisor at UBS Financial Services with Series 66 credentials and recent industry experience beginning in 2026. Prior to joining UBS, he worked at Extraco Banks and Community Bank & Trust, and held roles at Altus Analytics Group and Baylor University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans and portfolio management.

Andrew Kennedy is a Series 66 licensed financial advisor with J.P. Morgan Securities in Austin, TX, with four years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory work, he serves as Vice-Chair of the International Stewardship Board for the International Federation of L'Arche Communities, a nonprofit focused on communities for people with and without intellectual disabilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Ramiro Herrera Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Equitable Advisors. 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 employs research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Lynn Beal is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a broad client base ranging from individual investors and charitable organizations to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jonathan Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise Advisor Services, Inc. and SPC, among other firms, and serves as president of Terra Lumen Energy Partners, Inc., a business entity focused on tax and investment purposes. His career also includes involvement with tax preparation and accounting services through Akamai 5280 Tax Professionals LLC. 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 broad range of advisory and brokerage services supported by various investment strategies and operational tools, with a distinctive scale that includes affiliated financial activities alongside its advisory platform.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Scott Green is a CFP® and holds a Series 66 designation with 16 years of experience in financial advising. He has been with Edward Jones since 2010, based in Round Rock, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jennifer Ward is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at UBS Financial Services since 2007, with a brief tenure at Venturi Private Wealth in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to customize client plans.

Thomas Goodrum is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Edward Jones in Austin, TX, having joined the firm in 2026. His prior experience includes roles at Dimensional Fund Advisors, Bridge House Advisors, and Credo ESG Solutions Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and tax-efficient services. The firm is notable for its extensive retail advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Matthew Rappaport is a financial advisor at UBS Financial Services with eight years of industry experience. Prior to joining UBS in 2018, he worked at McKool Smith, PC. Outside of his advisory role, he manages MBR Innovations LLC, a company that holds inventions and patents. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Buttelman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and over four years of professional experience. His prior roles include positions at GWN Securities, Equitable Advisors, and several companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Saachi Goel is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. Prior to focusing on advisory roles, Saachi worked at Schwab Retirement Plan Services, Inc. and Charles Schwab Bank, SSB. Outside of finance, Saachi has operated local businesses including Austin Dog Butler and Babysitting Austin, LLC. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Jonathan Haefner is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, he worked for Samsung Austin Semiconductor for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Hillery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at United Parcel Service, Natural Grocers by Vitamin Cottages, and other companies in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, and it conducts oversight over sub-advisers while addressing conflicts of interest.

Weldon Thomas is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. He is also the owner of Ciani Thomas Financial, a support company based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adria Basco is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 16 years at Charles Schwab. 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 and offers multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Dylan Elias is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds a Series 66 designation and has experience working at Wells Fargo Bank, Stifel Independent Advisors, and Kemper. Prior to his advisory career, he worked in the food service industry and attended Auburn University. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving large institutional clients with tailored plan solutions.