Youree Mc Bride Jr. is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, as well as involvement with River City Repertory Theatre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Jenni Parsi is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously spending time at Bank of America N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Guy Clayton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a silent investor in a Stretch Zone franchising LLC and serves on the advisory council for the Texas Tech Rawls Business School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery, planning tools, and modeling techniques, with services spanning from retail advisory programs to institutional solutions.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts and crafts, and growing flowers and spices for sale. 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 combines research and analytics with a broad platform of brokerage and advisory solutions.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett USA. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Maximilian Jung is a CFP® certificant affiliated with LPL Financial in Austin, TX, with experience spanning various roles since 2016, including four years at First Western Trust Bank. He holds a Series 63 license and joined LPL Financial in 2026. Prior to his financial services career, he worked in healthcare talent management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and technology-supported portfolio management through a broad network of investment adviser representatives.

Matthew Giambelluca is a financial advisor with Merrill in Austin, TX. He holds a Series 66 designation and began his industry career in 2024. Prior to joining Merrill, he had roles with Next-Gen Sports Agency and other organizations, including involvement with athletic staffing and community centers. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Jacob Robertson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at B4 Time Inc and Michiana Neurologic Medicine. 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 affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investment due diligence.

John Mc Coy is a Series 66 licensed financial advisor with Equitable Advisors in Austin, TX. He has one year of industry experience and previously held roles including involvement with the Georgetown Chamber of Commerce and Southwestern University. Outside of his advisory work, he manages a rental property in Georgetown, TX. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions.

Colin Peck is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, and DV Trading. In addition to his advisory role, he serves as an executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, various program structures, and custodial relationships.

Joshua Marcoux is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 license and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and JPMorgan Chase & Co. Outside of his advisory work, he has involvement with a trust entity based in Boerne, TX. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Johnathan Plappert is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior positions at Strategic Advisors and Fidelity Brokerage Services LLC. Charles Schwab 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

William Sowers V is a financial advisor at Osaic with a Series 66 credential and one year of industry experience. He has worked at IronBridge Wealth Counsel LLC and Northern Edge Advisors LLC, among other roles. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with an emphasis on diversified portfolios constructed using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Carmalene Churba is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following five years at Edward Jones. Outside of her advisory role, she manages a private investment-related business through M. Churba LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and a comprehensive investment approach.

Homero Reza Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Primerica Advisors for five years before joining Charles Schwab in 2018. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Isiah Travis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL and Oracle. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services primarily on a non-discretionary basis.