Corbin Tips is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at American Airlines and attended the University of Texas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Salient Systems, Oracle, and Austin FC. His background also includes work in collegiate and recreational sports settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Bryce Bastien is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KPMG LLP from 2016 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Paul Tearson is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. His previous roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Company, Eagle Strategies (NY Life), NYlife Securities LLC, and New York Life. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and technology-driven operational support.

Byron Logan is a financial advisor with Primerica Advisors in Austin, TX, holding Series 65 and Series 63 licenses and with 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously spent over four decades at Regal Beloit of America. In addition to his advisory role, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies from unaffiliated asset managers and offering a limited number of separately managed accounts. The firm operates on a large scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Jose Avelar Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, Merrill, Bank of America, and UFCU. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Curtis Cuccia is a Financial Advisor at Merrill Lynch Wealth Management. He serves as a relationship-first, active wealth manager, recommending financial and investment solutions closely aligned with the personal and business goals of his clients. Curtis partners with small businesses, professionals, and select families, delivering comprehensive and personalized analyses to support effective life planning. Before joining Merrill Lynch, Curtis spent nearly a decade in personal accounting, wealth management, and life insurance. This experience provides him with an extensive understanding of the unique challenges clients face, enabling him to connect with their personal concerns. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Curtis holds a Bachelor's degree in Accounting from Southwestern University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Curtis enjoys baseball, basketball, billiards, chess, cooking, football, golfing, hunting, skiing, and spending time with his family.

Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

Anita Hawks is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. for nine years and has held a role at MassMutual Life Insurance since 2016. In addition to her advisory work, she teaches CFP certification classes in Austin, TX. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-assisted planning methods and provides a range of investment and event-driven planning solutions.

David Rust is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Banc One Securities Corporation, and Comerica Securities. Outside of his advisory work, he is involved in publishing and promotion through SWC Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining proprietary research and third-party strategies across various portfolio types.

Carly Jenkins is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, she serves as Treasurer and CFO on the executive committee of the Austin LGBT Chamber of Commerce, overseeing financial reporting and taxation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on Eligible Strategies and incorporates ESG considerations.

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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.

Huong Vo is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, Huong operated her own advisory business and worked at Waddell & Reed, Inc. and Ameriprise. She is also involved in insurance sales and owns a real estate business. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment management with centralized custody and operational support.

Patrick Gibbons is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for 15 years, as well as Edward Jones for three years. Gibbons serves as a board member of the Travis Country Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through both proprietary and third-party investment strategies.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2012. He operates Wayt Financial, a firm he has been involved with since 1998. Outside of his advisory roles, Wayt serves as a committee member for TED Council, a biotechnology organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base through various platforms and custodians.

Stephen Hanvey is a financial advisor at Raymond James Financial in Austin, TX, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1996, including running Hanvey Financial from 1996 to 2007. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and modeling tools to support client goals and is noted for its municipal advisory affiliation and specialized consulting programs.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Charles Schwab, he held roles in education, food service, and recreational facilities management. He has work experience at Texas Tech University, Chic-Fil-A, and Victory Life Church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.