Scott Schaubhut is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has served in various roles including vice president and treasurer of Ivory Slate, Inc., a janitorial franchise company. Schaubhut also maintains a CPA practice specializing in tax preparation, accounting, and payroll. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging a network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Felix Gutierrez is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, BBVA Wealth Solutions, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, utilizing various model portfolios, third-party management, and customizable strategies.

Mark Livingston II is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan Securities, he held various roles including positions with JPMorgan Chase Bank, N.A., and experience in wildlife conservation organizations such as the San Diego Zoo Wildlife Alliance and Conservation Centers for Species Survival. 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, utilizing quantitative asset-allocation modeling combined with centralized due diligence, and incorporates an ESG eligibility framework in its investment recommendations.

Timothy Osgood is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2012. Outside of his advisory role, he is a partner in a family-owned cabin rental property in Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and financial planning services. The firm uses structured planning tools and research-based models to assist clients, while offering a variety of investment products and strategies through a broad institutional platform.

Robert Frazier Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Prudential Equity Group, LLC prior to his current role. He is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Olivia Golden is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Her prior work includes roles at Slalom, Bank of America, Merrill, Alma, and entrepreneurial experience with Italian Eatery LLC and 526 Salon. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and alternative investment options.

Christopher Rapp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a local office lease LLC that generates no income and is not related to investment activities. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm uses a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations in coordination with its financial advisors.

Roger Berry is a Private Wealth Advisor and co-founder of Berry, Erbring, Gray & Associates, a Merrill Private Wealth Management team based in Austin. Since 2001, Merrill Private Wealth Management has been focused on serving the firm’s most affluent clients. Roger works closely with successful business owners, executives, and multi-generational families, assisting them with wealth growth, preservation, and transfer strategies. His practice emphasizes preparing clients for significant liquidity events, such as the sale or transfer of a business, while providing leadership and coordination throughout these processes. With over 25 years of experience, Roger specializes in family wealth management, portfolio management, and tax minimization strategies. He provides a thorough and integrated approach that connects clients’ wealth strategies with their estate plans, tax situations, and family dynamics, aiming to simplify financial complexity and optimize their financial lives. His credentials include a B.S. in Accounting from Miami University, a Master’s degree in Divinity from Trinity Seminary, and professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of his professional work, Roger lives in Austin with his wife Liz and their three adult children. His personal interests include golfing, tennis, and traveling.

Jeremy Vance is a CFP® professional with 19 years of industry experience, currently serving with Wells Fargo Clearing since 2016. Prior to this, he briefly worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in a small power washing business based in Austin, TX. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Michael Mc Caffrey is a financial advisor with Ameriprise in Austin, TX, holding Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Mercer Advisors for five years and has been with Ameriprise since 2023. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mylene Barcelona is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona & Associates. She has been working in the financial services industry since 1999. Mylene spends much of her time working directly with clients, conducting research, and developing client portfolios. She works as part of a team to provide clients access to a wider range of resources and perspectives, with the goal of helping clients achieve their financial objectives. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Florida.

Robert Seigendall is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Linde North America LLC before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Andrew Motes is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Mass Mutual Investors Services, Metlife Securities Inc., and New England Securities. In addition to his advisory role, he offers home and auto insurance services through his agency in Round Rock, TX. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services supported by a range of investment platforms and third-party managers.

Charu Yadav is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, Yadav held roles at Wells Fargo Bank, N.A., Nizari PFCU, and the YMCA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and retirement plan consulting supported by research from Wells Fargo Investment Institute and third-party sources.

Caroline Cecil is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she spent nine years at Deloitte Tax LLP. She serves as a board member for the Austin Chapter of the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Deborah Foust is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors and over two decades at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Joseph Camarena is a financial advisor at Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2000 and has worked at Wells Fargo Clearing since 2023. 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 and offers a combination of brokerage and advisory solutions supported by research and analytics.

Christopher O'Banion is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and custody services.

Reagan Holly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Holly worked at Charles Schwab and has experience in both financial services and other sectors including produce and warehousing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios and serves a range of investors with discretionary and non-discretionary advisory solutions.