Douglas Carroll is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2005. Carroll serves on a committee for the Certified Financial Planner Board of Standards, contributing to the development of board exam questions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Grant Jarman is an investment adviser representative with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024. Prior to joining LPL Financial, he worked at Aviator Nation and has experience in sports retail and collegiate environments. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Justin Kresz is a financial advisor at Wells Fargo Clearing in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Wells Fargo Bank from 2017 to the present and Chimera Securities from 2015 to 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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, utilizing research and analytics to support portfolio diversification and investment selection.

Lee Nelson is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he worked in various roles across companies including Logan's Roadhouse, Shipt, and Symmetry Financial Group. He has been involved with startups and service platforms such as Qwick Inc and Lunch by the Bunch Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and advisory roles to multiple registered funds.

Sarah Voss is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including positions at TopGolf and Cornerstone Christian Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Garrett Smeraldi is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside the finance industry, such as with the Houston Astros and Fan Jam Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Jason Dickerson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Arteaga is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked within various Charles Schwab entities since 2010 and currently serves as President of the Anderson High School Choir Booster Club and Vice President of the Zonta Club of Austin. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and an integrated operational structure.

Sara Ashworth Baccus is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Crystal Jensen is a Series 66-licensed financial advisor with Merrill in Austin, TX. She joined Merrill in 2025 after spending 12 years with Alite Laser. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal teams and third-party managers.

Camren Hayden is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Camren worked at Charles Schwab and has a background that includes roles at Red Bull and Anheuser-Busch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

David Paladino is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for NEXT Financial Group for 10 years. Outside of his advisory role, he is a freelance bass player. 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 provides a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

William Zeitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Sweet is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked in several capacities within Fidelity, including as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. He began his career as a Licensed Financial Assistant at MacLean Financial Group from 2021 to 2022. Andrew focuses on enhancing the financial planning experience by streamlining processes and providing clients with the necessary resources to pursue their financial goals. He is committed to contributing to collaborative financial plans aimed at making a meaningful impact on clients' financial futures and retirement. Outside of his professional work, Andrew enjoys board games, comedy, concerts, fitness activities, football, and outdoor adventures.

Scott Smith is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years before joining Wells Fargo in 2016. Outside of his advisory role, he manages Tenox Ranch in Caldwell, TX, which includes ownership and management responsibilities and involves royalty payments from an oil and gas lease. 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 offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, Texas, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He previously worked at First Allied Advisory Services and MSI Financial Services. Outside of advisory work, he owns a tax preparation business and provides mortgage brokerage 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 financial planning and investment management solutions, utilizing both in-house and third-party strategies across various asset classes.

Nolan Wahlberg is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at United States Gold Bureau, Pasture Produce Inc., Pappas Restaurants Inc., and JCN Farms Inc. 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 in-house research and third-party analytics with a broad range of brokerage and advisory solutions.

Tyler Freeman is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, Wells Fargo, Millington Securities, WBI Investments, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team at the New Jersey Lacrosse Club. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Julian Acosta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and Verizon Wireless for seven years prior to joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.