John Gillespie is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Baxter Credit Union and Q Investments, each for one year. He also spent two years involved with Libertyville Youth Baseball Inc. and has a background in full-time education from 2015 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Cheryl Lee is a financial advisor with Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Austin Area Heritage Council and provides consultative services for Gerson Lehrman Group. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers customized, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis.

Ryan Kirk is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade and Zero Hash. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Steven Pipkin is a financial advisor with Osaic Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Fortis Investors, Inc. since 1991 and served in the U.S. Air Force Reserve for 34 years. Additionally, he is the president of Pipkin & Pipkin, Inc., a company involved in the sales and service of life and health insurance plans. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Ashley Potts is a Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2008 and holds the Personal Investment Advisor (PIA) designation. Ashley earned her High School Diploma from McCallum High School. Ashley focuses on helping clients align their financial plans with what matters most to them and their families. She works with clients at various stages of market experience, providing guidance to build strategies that support their goals over time. Outside of work, Ashley enjoys reading, gardening, spending time with family and friends, as well as activities such as boating, bowling, cooking, painting, and yoga.

Patricia Himelick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at VOYA Financial Advisors and operating Himelick Financial Group LLC since 2010. She is also an independent insurance agent, selling fixed insurance, annuities, long-term care, and life policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across discretionary and non-discretionary programs.

Kevin Garcia is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously held a position at Best Buy from 2010 to 2017. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Meason is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Johnny Beans and the University of Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Shane Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at several firms since 2015, including Ameritas Investment Corp. and Capital Choice Investment Advisers. Outside of his advisory role, Allen serves as a pastor at Crossroads Assembly of God and is involved in real estate as a realtor with Austin Options Realty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based strategies.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Justin Hinojosa is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and TD Ameritrade. His current role at Charles Schwab and Charles Schwab Bank began in 2020 and 2025, respectively. 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 custody and operational infrastructure.

Allison Bouwman is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Concordia University, Austin, where she served as an adjunct professor teaching a forensic science course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Michael Villanueva is a ChFC® and Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Charles Schwab in Austin, TX, where he has worked since 2023. Prior to joining Schwab, he held roles at First Command Insurance Services and served in the U.S. Army from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment options, with an integrated structure that includes advisory, brokerage, custody, and cash-sweep services.

Jeanne Underwood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Treehouse Retreat, LLC, a real estate business in Austin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Joel Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2008. Pezzano also operates Pezzano Investment Management LLC, an investment-related business used primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Armando Tamez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various roles within Charles Schwab since 2019. Prior to joining Schwab, he held positions at Holy Cross College and PPG Paints. Charles Schwab 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 using multi-asset model portfolios, with centralized operations supporting a high client coverage per advisor.

Scott Duplantis is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he is the sole owner of Kill It or Drill It, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.