Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses. She has been in the industry since 2026, with prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. 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.

Shazia Tabeer is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has worked at Wells Fargo Bank since 2003 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support portfolio diversification and investment selection.

Michael Helal is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1993. He works closely with clients to develop financial plans, utilizing his extensive experience and the firm's resources to assist with asset protection, income generation, growth, and wealth transfer strategies for future generations. Michael has held various roles within Fidelity Investments, including Financial Planning Consultant from 2000 to 2009, Manager from 1998 to 2000, Senior Trader from 1996 to 1998, Risk Exposure Group Representative from 1994 to 1996, and Customer Service-Trading Representative from 1993 to 1994. This breadth of experience provides him with a comprehensive understanding of financial markets and client needs. Outside of his professional work, Michael's interests include cooking and baking, fitness, football, gardening, painting, and caring for pets.

Laura Villota Stella is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Dimensional Fund Advisors and Crossroads Financial Services. Outside of her advisory work, she operates a small craft business through Stella Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Phillip Stedman is a Financial Advisor at Merrill Lynch Wealth Management, where he is part of The Graham Group, a dedicated wealth management team serving clients in Austin. He specializes in helping individuals, families, and business owners navigate the complexities of their financial lives by providing disciplined planning tailored to their unique goals and lifestyle. Phillip works closely with clients to align their financial strategies with their personal objectives, including optimizing equity compensation, preparing for retirement, and building generational wealth. Phillip holds a Bachelor's Degree from the University of Mississippi and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). He leverages the full resources of Merrill and Bank of America to offer investment insights and banking solutions, emphasizing transparency and a personalized approach in his client relationships. Outside of his professional work, Phillip enjoys training for endurance events such as marathons, reflecting his dedication to discipline and goal-setting. He lives in Austin with his wife and their two Australian shepherds, and he spends time engaging in activities including golfing, sports, and exploring the local food scene.

Daniel Aulicino is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2020. In this role, he partners with clients to develop and implement financial strategies focused on investment and retirement planning, continuously monitoring progress to help them achieve their financial goals. He brings extensive experience in financial advisory roles, having worked at Mercer Advisors as a Client Advisor from 2018 to 2020, and at TIAA as a Wealth Management Advisor from 2016 to 2018. His career also includes positions at Fidelity Investments, Citibank, Bank of America, TD Ameritrade, and Morgan Stanley, demonstrating a broad background in financial consulting and management. Outside of his professional work, Daniel has interests in cars, football, running, and traveling.

Taylor Lipps is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-based, diversification-driven investment approaches across its offerings.

Richard Huber is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior work includes roles at Charles Schwab & Co. and Charles Schwab Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors, focusing on non-discretionary asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Devin Loughlin is a CFP® and ChFC® with 17 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, he worked briefly at Cox Financial. Outside of his advisory role, he acts as trustee and executor for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick Thorp is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kershner Trading Group and Murph T Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and a formal alternative investment process.

Brandon Bynum is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, as well as Wells Fargo Bank NA since 2003. 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 through more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Thaddeus Watkins is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley, he worked at Edward Jones for six years and has additional experience in the automotive sales industry. Outside of his advisory role, Watkins is the owner and CEO of Impact 56 LLC, a mentorship and leadership training business focused on developing young professionals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment analysis methods.

Sean Yoder is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at College Tutors and Texas Bank, as well as support activities through Pathsage LLC, where he assists with client service and trade execution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Martin Cerda is a CFP® professional with five years of industry experience, currently serving at Equitable Advisors. Prior to joining Equitable Advisors, he worked for five years at Edward Jones and has notable experience in the landscaping industry through his ownership and operation of Cerdafied Lawn Care and Cerdafied Landscaping and Grounds Maintenance LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through third-party sponsors and manages assets across mutual funds, ETFs, and alternative investments, with fiduciary services for qualified plans.

Sam Quach is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to build, implement, and maintain tailored financial plans that address both current and future needs, including those of their families. Sam has been with Fidelity Investments since 2019, progressing through several positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Brokerage Services Associate at Charles Schwab from 2017 to 2019. Outside of his professional work, Sam has interests in food, football, movies, pets, and traveling.

Delton Drum II is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after six years with Edward Jones. Prior to his financial services career, he served 24 years in the US Navy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual investors, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals while offering a range of advisory programs and specialized services.

Cody Conrado is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. for ten years and has also worked at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Scott Kassing is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at The Motley Fool for four years and Fidelity Investments for four years. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Center for Financial Research.

John Tuttle Jr. is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera since 2025. Prior to that, he spent over two decades at Concourse Financial Group Securities Inc. He is also the president and owner of Tuttle & Associates, a financial and insurance services business specializing in life, disability, and fixed annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to various third-party money managers.