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 with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Charles Schwab in 2017, he worked at Whole Foods Market for three years. He is also involved with All Day Products LLC, operating under the name Vintage Power and Light, since 2012. Charles Schwab & Co., Inc. serves a large client base, 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’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and due diligence on 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 at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including AllianceBernstein L.P. and various J.P. Morgan entities. Outside of his advisory role, he is involved with the Boys & Girls Club of Austin, supporting community services focused on underprivileged youth. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Claire Ricks is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior work includes roles at Oracle NetSuite and multiple hospitality-related positions. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes client risk assessment and matches clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

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.

David Horvath is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Nicholas Morey IV is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He previously worked at Securian Financial Services Inc and Minnesota Life Insurance Company. Outside of his financial career, Morey is the owner of Nick's Fitness, where he provides personal training and nutritional advice. He also serves on the board of Liberty Jump Team, Inc., and is involved with the St. Mary’s University Alumni Association and community outreach through the Oak Hills New Member Committee. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

Susan Balsam is a financial advisor with Cetera in Austin, TX, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Robnett CPAs and the Austin Independent School District, as well as self-employment. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

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.

Christina Nusbaum is a financial advisor at Charles Schwab with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Schwab Retirement Plan Services, Inc. since 2011, as well as Charles Schwab & Co., Inc. since 2007. Charles Schwab & Co., Inc. serves 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 and discretionary investment solutions supported by multi-asset model portfolios, centralized oversight, and a formal process for alternative investments.

Michael Peters is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He has worked at OSAIC and IronBridge Wealth Counsel since 2023. Peters also operates a separate insurance agency, providing education and servicing for life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional accounts, and charitable organizations through a large network of advisors. The firm offers integrated brokerage, advisory, and financial planning services, utilizing a range of investment tools and third-party platforms to construct customizable portfolios.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Nationwide Investment Services Corporation prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ronald Rakoover is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors LLC and Citigroup Global Markets. Outside of his advisory role, he is involved in managing commercial rental properties. 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 employs a large network of advisors and uses research-driven approaches based on diversification principles and modern portfolio theory.

Thomas Mc Quinn is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 credentials with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a network of more than 23,700 financial advisors nationwide.