Cody Draves is a financial advisor at Edelman Financial Engines in Austin, TX, holding a Series 65 license with six years of industry experience. His work history includes multiple roles at Edelman Financial Engines and its predecessor firms, as well as positions at Canoe Intelligence and SS&C Technologies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with periodic rebalancing and a long-term investment orientation.

Irosca Prado Jarquin is a financial advisor with Merrill, holding a Series 66 designation and based in Austin, TX. She has experience working at Bank of America, Merrill, Axiom Bank, HR Block, and ACE Cash Express. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Saida Volpe is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has held roles at JPMorgan Chase Bank NA and Morgan Stanley, including positions at Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Gary Solka is a CFP® professional with 15 years of experience in the financial services industry, currently serving with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2011. Outside of his advisory work, he is a majority owner of Vision Wealth Group LLC in Austin, where he dedicates significant time managing operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo’s research and planning tools to develop and present recommendations.

Jordan Curry is a financial advisor with Morgan Stanley in Austin, Texas, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2016 and with Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, Curry serves on the advisory board of Tru Aviation, a company in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment programs. The firm utilizes structured planning tools and emphasizes advisory services supported by a combination of proprietary investment research and diversified product offerings.

Nathan Malone is a CFP® and holds a Series 66 license with Charles Schwab, where he has worked since 2009. He has 20 years of industry experience, including self-employment since 2001. Outside of his advisory role, he works as a disc jockey for swing dances in the Austin and San Antonio areas. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and custodial services.

Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jake Hansen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. His prior work history includes roles at Wells Fargo Bank, nA, and C.C. Carlton Industries Ltd. Outside of financial services, he has experience working with Pizza 3.14. Wells Fargo Advisors provides 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.

Duyen Bui is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having five years of industry experience. Their work history includes multiple roles at Wells Fargo Bank, nA, and Wells Fargo Clearing since 2013, along with a brief period at REAP Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Durkee is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Corbin Tips is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at American Airlines and studied at the University of Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, 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 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously worked at Regal Beloit of America for over four decades. In addition to his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and uses model-driven investment strategies supported by third-party asset managers and custodians.

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.