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.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Joseph Camarena is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. He has also been associated with Wells Fargo Bank, N.A. since 2000. 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.

Ryan Miller is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to UBS, he worked at Charles Schwab and Purshe Kaplan Sterling Investments. Outside of his advisory work, he has worked as a delivery driver for DoorDash and UberEats. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Adam Chrestia is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kyle Greer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC and ongoing tenure at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

Oma Claunch III is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research since 2016 and has a longstanding role at Priority Planning Financial Consultants dating back to 1997. Aside from his advisory roles, Claunch serves as a board member and volunteer for the Twin Isles POA and is involved in ranch management through Lucky Four C LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals, providing a range of implementation strategies across multiple platforms with both discretionary and non-discretionary approaches.

William Waller is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at VALIC Financial Advisors for 10 years and Agia for 2 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Idolina Shumway is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has operated Shumway Wealth Management since 2012. Additionally, she serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of financial professionals, utilizing multiple custody and platform arrangements and a range of proprietary and third-party investment strategies.

Richard Pakes is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is involved in interior design, operating Claudia Pakes Design Studio and Luvant Interiors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, with access to model portfolios, research, and multiple investment 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 65, 66, and 63 designations and 14 years of industry experience. He has been with J.P. Morgan in various capacities since 2012. Outside of his advisory role, he is involved with the Boys & Girls Club of Austin, supporting community services related to youth development. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG eligibility in constructing investment recommendations.

Natalia Medellin is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 license. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, with no prior industry experience before joining the firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Kerry Roberts is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for over 17 years. In addition to his advisory work, Roberts is involved in insurance-related activities, offering disability, long-term care, traditional life insurance, and life settlements through his role as an agent and owner of Central Texas Financial Group. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sheren Tumbleson is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Scott Weaber is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Steward Partners Investment Advisory. His career also includes a one-year tenure at the Internal Revenue Service. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Susan Rohe is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at BlackRock Investments, Inc. for a total of 11 years. Fidelity’s Strategic Advisers LLC offers 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 portfolio construction, and serves as an advisor to multiple registered investment companies.

Joseph Jeffers is a CFP®-certified financial advisor with 9 years of industry experience. He is currently with LPL Financial and previously worked at firms including Edward Jones and MassMutual Life Insurance. Outside of his advisory role, Jeffers serves as a military officer in the United States Army Reserves, officiates local soccer games, and holds a leadership position as vice president of the Kiwanis Club of Round Rock. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.