Angela Caffey is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is the proprietor of a business focused on purchasing pre-foreclosed homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

William Driver is a financial advisor at Fisher Investments with 23 years of industry experience. He has been with Fisher Investments since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner and president of South Camp Development, LLC, a real estate investment and development business focused on redeveloping 144 acres near Austin, Texas. Fisher Investments provides discretionary portfolio management to a global clientele that includes institutional and high-net-worth clients. The firm uses a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios with tax-aware strategies and risk management techniques.

Dale Huang is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities and Waddell & Reed, Inc. In addition to his advisory work, he has engaged in insurance sales through various carriers for W&R Insurance Agencies. 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 plan consulting, utilizing model portfolios and research from multiple sources.

Luke Gerald is a CFP® with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Austin, TX since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fifth Third Securities, and NYLIFE Securities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Secia Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in life coaching and graphic design through her own businesses, Secia Zapp Coaching and Zapp Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Cisco Guzman is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes five years at Kestra Financial Services, Inc. He is currently based in Buda, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Ana Moradel is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at BBVA USA, Iberia Bank, and Arvest Bank. She serves as President of the Austin Midtown Chapter of Master Networks, where she oversees the leadership team and manages weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jaime Reyes is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, nA and Texas State. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions.

Thomas Bray is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining UBS in 2025, he worked at Morgan Stanley and its affiliated private banking entities from 2009 through 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Scott Schaubhut is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and having 28 years of industry experience. He has been with LPL Financial since 2011 and also maintains a CPA practice providing tax preparation, accounting, and payroll services. Outside of advisory work, he serves as vice president and treasurer of Ivory Slate, a janitorial franchise company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.

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.

Michael Mc Caffrey is a financial advisor with Ameriprise in Austin, TX, holding Series 66 and Series 65 designations and seven years of industry experience. He has been with Ameriprise since 2023. Outside of his advisory role, he is involved with Man on The Moon, LLC, a business entity used to manage payroll and expenses for his franchise. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and third-party data within a defined investment universe influenced by affiliated product relationships.

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.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 13 years at Fidelity Brokerage Services and several roles in the mortgage lending industry, with periods of extended travel. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational model.

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.