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 65 and Series 63 registrations and two years of industry experience. Her prior roles include positions at Oracle NetSuite and Flagship Restaurant Group. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs to implement client strategies.

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 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.

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.

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 in Austin, TX, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Kimberly Williams is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and State Farm Insurance. Outside of her advisory role, she owns and manages a paper shredding business in Austin, Texas. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Grace Pena is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles, including positions in parks and recreation departments and arts organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Chad Kilpatrick is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Charles Schwab since 2010. Outside of his advisory role, he owns and manages rental properties, including one rented as an Airbnb. Charles Schwab 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 separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory infrastructure.

Douglas Dee is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Edward Jones, Securian Financial Services, and Cetera. He also maintains a side activity involving individual disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various managed account options.

Demetrius Lane is a Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who provides advice and guidance tailored to individual client goals and priorities. His approach emphasizes building strong relationships through trust and understanding what matters most to each client. He specializes in areas including college and education planning, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Additionally, he holds professional designations as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Demetrius earned a Bachelor's Degree from Florida Agricultural & Mechanical University and an MBA from Maryville University of Saint Louis. Outside of his professional role, he enjoys activities such as basketball, bowling, boxing, chess, football, music, reading, spending time with his family, traveling, and watching movies.

Caroline Kent is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at multiple JPMorgan entities since 2022. Prior to joining J.P. Morgan, she was employed at Landmark Properties and attended The University of Texas at Austin. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Douglas Mayo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at CUSO Financial Services, LP, and University Federal Credit Union for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Holder is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His background includes service in the United States Army from 2011 to 2021 and the Texas Army National Guard from 2021 to 2023. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2024, respectively. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than is typical for large institutional advisers.