Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of ongoing client relationships.

Evelyn Richey is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at JPMorgan Chase Bank, Corepower Yoga, Lennox International, and several other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Marjorie Graff is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, following roles at Wells Fargo Clearing and Wells Fargo Investments. 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 offers a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized manager due diligence and incorporating ESG considerations.

Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Cary Clevenger is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles within UBS since 2019 and prior experience in various service and retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Douglas Deaton is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following five years at Sanford C. Bernstein & Co., LLC. Based in Austin, TX, Deaton provides financial advisory services within a large institutional framework. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning facilitated by dedicated advisors. The firm’s approach incorporates structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Patrick Hollinger is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 10 years of experience with J.P. Morgan Securities and JPMorgan Chase Bank, both from 2016 to the present, based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, offering a range of eligible strategies that may incorporate ESG criteria.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Horton is a CFP® with 20 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2007 to 2011. He is also associated with JPMorgan Chase Bank, N.A. since 2011. 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 searches, and customized performance reporting through a non-discretionary program. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to support client recommendations.

Julia Schell is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Goldman Sachs for three years and held roles at Deloitte, Endeavor Real Estate Group, and the University of Texas. 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 searches, and customized performance reporting within a non-discretionary advisory framework.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Howard Brandell is a CFP® with 26 years of industry experience currently affiliated with Primerica Advisors in Austin, TX. He has been with Primerica Advisors since 2013 and previously worked at First Care Health Plans for six years. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a broad network of financial advisors.

James Palmer III is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he serves as an expert witness and provides financial plan production services to Ameriprise advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports delivered by a centralized consulting team.

Natia Rage is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc. and various Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Peter Lynch is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BBVA Wealth Solutions, CUSO Financial Services, and University Federal Credit Union. His other business activities include involvement with UFCU Investment 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of advisors.

Israel Ham II is a financial advisor with Wells Fargo Clearing, holding a Series 65 designation and one year of industry experience. He previously worked at Skyline Wealth Strategies and Florida Financial Advisors, where he also served as a financial consultant. Outside of his advisory role, Ham is involved in fixed insurance sales through Florida Financial Insurance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Claire French is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and six years of industry experience. Her prior positions include roles at Merrill and First Western Trust, as well as experience outside finance at The Virginian Restaurant and Teton Pines Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade and BNY Mellon. Outside of advisory work, he is a member of Parc Ferme, a non-agent real estate group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Sang Lee is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Sang works closely with clients to understand their financial goals and develop personalized strategies to address short-, mid-, and long-term objectives. His areas of focus include general investing, retirement planning, and contingency savings, providing comprehensive financial guidance tailored to individual needs. Sang holds a Bachelor's and a Master's degree from the University of Houston System. He also holds the Professional Investment Advisor (PIA) designation, reflecting his expertise in investment advising. Sang serves as a resource by offering ongoing advice and coordinating access to Bank of America specialists for banking, credit, home financing, and small business solutions as appropriate. His professional approach centers on uncovering what matters most to clients and their families, enabling the creation of strategies that align with their financial goals. Sang emphasizes building a collaborative relationship to address clients' concerns and questions throughout changing circumstances.