Deborah Lawyer is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her work history includes positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and she has served as president of Jerry Lawyer & Associates, Inc. for over three decades. Outside of her advisory role, she is involved in several business ventures related to marketing and wholesaling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private-equity ownership.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Uriel Bach is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a finance community board member for Congregation Agudas Achim. 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 over $1 trillion in assets through a nationwide network of advisors and offers additional services such as tax-efficient investing and securities-based lending.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Joseph Himelick II is a financial advisor with Cetera who holds the ChFC® designation and the Series 66 license, and has 43 years of industry experience. He has held roles at VOYA Financial Advisors and owns Himelick Financial Group LLC, a financial services firm. Outside of advisory work, he is an independent insurance agent and owns a farming operation focused on hay harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, LLC. 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 variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Carol Dillingham is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2020 and previously at Circle C Orthodontics and with Dr. Ron White. Dillingham serves on the Board of Directors for the Texas Heritage Village Homeowners Association in Dripping Springs, TX. 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 tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Wesley Coyle is a financial advisor at Raymond James Financial with 24 years of industry experience and holds a Series 66 designation. His prior work includes more than a decade at Morgan Stanley and a brief tenure at UBS Financial Services. He is also the owner of The Coyle Group, a non-investment-related support company based in Austin, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA employer advisory solutions.

Miussett Salomon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Raymond James in 2017, Salomon worked at Merrill for six years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Elizabeth Cummins is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, Cummins is involved with J Hilburn, a retail and online clothing store based in Lewisville, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support tailored client solutions.

Brandon Bullock is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior work experience at Kompan and Around Campus Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Laura Parker is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked at Ameriprise since 2016 and previously held positions at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Outside of her advisory work, she manages an entity for her practice’s expense management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning. The firm’s approach integrates in-depth investment research and collaborative planning to deliver tailored retirement recommendations within a defined investment framework.

John Gillespie is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Baxter Credit Union and Q Investments. He also served with Libertyville Youth Baseball Inc. from 2021 to 2023. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Stephanie Jarnigan is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at DirectorySpot and Spearhead Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Steven Pipkin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fortis Investors, Inc. since 1991. Pipkin also served in the U.S. Air Force Reserve for 34 years and is president of PIPKIN & PIPKIN, Inc., a company that sells group and individual life and health insurance plans. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and supports a complex affiliate network along with alternative investment access.

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.