Victor Campos is a financial advisor at Wells Fargo Clearing with Series 63, 65, and 66 licenses and one year of industry experience. He has previously worked at Wells Fargo Bank, N.A. for 17 years and has held roles at the Texas Public Policy Foundation and the University of Texas at Austin. Wells Fargo Advisors is a national securities firm that 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.

Jorge Maldonado is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2015 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Solomon Davis is a financial advisor at Morgan Stanley with 14 years of industry experience. He has held various roles within Morgan Stanley and its Private Bank since 2015. From 2014 to 2018, he was also involved with Infinite Auto LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its advisory process.

Jan O'Connell is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and totaling 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved in product sales and promotion related to grocery stores through Pita Pal Industries, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Shayla Worley is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Credit Suisse Securities. Outside of her advisory role, she coaches young gymnasts at Beam Queen Bootcamp and serves as a clinician at a University of Georgia gymnastics camp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Fernando Landeo is a financial advisor with Wells Fargo Clearing based in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2010. 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 manages approximately $671 billion in assets through its large network of financial advisors and offers both brokerage and advisory solutions.

Kay Russell is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade from 2014 to 2021. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Nicholas Mcmahan is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Hilltop Securities Inc. and BBVA Wealth Solutions Inc. Prior to joining Cetera, he spent multiple years with BBVA entities and Compass Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Rachel Deaton is a Series 66-credentialed financial advisor at Morgan Stanley in Austin, Texas, with five years of industry experience. She previously worked at Red LLC before joining Morgan Stanley and its Private Bank in 2021. Outside of her advisory role, she is also involved as an artist through her business, REDeaton LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and wealth management solutions.

Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Carlos Guerra is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities in Austin, TX. He has worked at J.P. Morgan Securities since 2012 and is also involved as a partial partner in a family investment partnership based in Mexico. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by a centralized due-diligence framework.

John Dover is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services supported by multiple advisory platforms and a variety of third-party solutions.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Derek Rhoades is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to joining Schwab, he spent six years with Figure Eight Properties and Lakeside at La Frontera. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Gladstone Wealth Group, and Principal Financial Services. Outside of his advisory role, he is involved in real estate title services through Verde Capital Partners in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional services to individuals, retirement plans, banks, and trust companies. The firm supports advisors with a range of strategies and technology tools, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Aiden Steinle is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 credentials and bringing five years of industry experience. Prior to his current role, he was involved with Southwestern University and The Megaphone Student Newspaper. Outside of finance, Steinle operates a small crafts business, tutors high school mathematics occasionally, and undertakes occasional delivery work. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated investment advisory services, combining non-discretionary client guidance with access to discretionary separately managed accounts and a broad range of integrated brokerage and custody services.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Blaine Harriman is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. Prior to joining the financial services sector, he worked at Dell Technologies and Texas A&M University. He is also involved in insurance and benefits activities outside his advisory role. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm supports independent Financial Professionals through multiple platform arrangements and offers a range of investment strategies, including proprietary models and access to third-party managers.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.