Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

Kyle Greer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked with Wells Fargo Bank NA since 2011. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Erica Ruchman is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at FICO and Merge Healthcare, an IBM company. Outside of her advisory role, she has involvement related to design services through Accelerate Performance, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bianca Nica is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Cape Cod Five Cents Savings Bank. Outside of her financial career, she also works part-time as a delivery driver for Uber Eats and Amazon Flex. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Brett Gadberry is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Financial Consultant, Investment Representative, Financial Representative, Operations Service Group Associate II, and Brokerage Distributions Representative. His professional experience encompasses comprehensive financial planning, reflecting over two decades of partnership with clients and their families. Brett holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Brett's personal interests include fitness, playing musical instruments, parenthood, caring for pets, and tennis.

William Waller is a CFP® professional with 12 years of industry experience, currently with LPL Financial since 2024. He previously worked at Agia and VALIC Financial Advisors, accumulating a decade of experience at the latter. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Idolina Shumway is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and operates Shumway Wealth Management, which she founded in 2012. Shumway also maintains a role as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Richard Pakes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining LPL Financial in 2021. Outside of financial services, he is involved in interior design through business ventures including Claudia Pakes Design Studio and Luvant Interiors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Linda Vezina is a Series 66-credentialed advisor at Cetera with experience beginning in 2023. Her prior roles include positions at Stream Wealth Partners LLC and Cetera Wealth Services, LLC, as well as involvement with the West Austin Chamber of Commerce from 2014 to 2022. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports a range of program structures and custodial relationships.

Adam Harz is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with OSAIC. He has held prior roles at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Harz also served at Roger Williams University and worked in operations at Laz Parking. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through affiliated broker-dealer and RIA relationships.

Patricia Pie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with eight years of industry experience. Her career includes four years at Morgan Stanley, four years at Charles Schwab, and four years at Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including assessments from its Global Investment Committee, to support client financial decisions.

Stacy Bouwman is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, based in Austin, TX. She has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary advisory services under a fiduciary standard.

Brandon Fowler is a financial advisor at Charles Schwab & Co., Inc. in Austin, Texas, holding Series 65 and Series 63 licenses with nine years of industry experience. His work history includes roles at Charles Schwab since 2017 and prior experience with Whole Foods Market. He is also involved with All Day Products LLC, operating under the name Vintage Power and Light. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investments.

Christopher Ciriello is a financial advisor with Edward Jones in Austin, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Frame Amo, H-E-B, and in roles within the music industry including Def Jam Recordings and Universal Music Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Cody Amundson is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and three years of industry experience. Prior to Ameriprise, he worked at Eastman Meyler PC and held various positions in educational institutions. He is also an associate financial advisor at Montandon and Associates, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Kyle Gauthreaux is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Dell Children's Medical Center of Central Texas, where he participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services.

Andrew Brock is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at AllianceBernstein L.P. and various divisions within JPMorgan Chase since 2012. Outside of his advisory duties, he works with the Boys & Girls Club of Austin, supporting community youth programs. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their process integrates quantitative and qualitative research and includes advanced derivatives capabilities through affiliated entities.

Natalia Medellin is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX. She began her career in the industry in 2026 and has worked in various roles at JPMorgan Chase Bank since 2024. Prior to joining the firm, she attended the University of Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of eligible strategies including ESG considerations.

Claire Ricks is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and two years of industry experience. Before joining Equitable Advisors, she held positions at several companies including Oracle NetSuite and Flagship Restaurant Group: Anthem. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, delivering services through a network of Investment Adviser Representatives and utilizing third-party asset managers and LPL-sponsored advisory programs.