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.

Bianca Nica is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Cape Cod Five Cents Savings Bank. Outside of her financial career, she also works part-time as a delivery driver for Uber Eats and Amazon Flex. Charles Schwab & Co., Inc. 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 SMA portfolios and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Brett Gadberry is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Financial Consultant, Investment Representative, Financial Representative, Operations Service Group Associate II, and Brokerage Distributions Representative. His professional experience encompasses comprehensive financial planning, reflecting over two decades of partnership with clients and their families. Brett holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Brett's personal interests include fitness, playing musical instruments, parenthood, caring for pets, and tennis.

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.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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.

Adam Harz is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Outside of his current role, he has experience assisting with financial planning and marketing outreach for team advisors under the IronBridge Wealth Counsel name. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools and third-party platforms to manage portfolios that may include various asset classes.

Patricia Pie is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with seven years of industry experience. She previously worked at Charles Schwab and Wells Fargo Bank, each for four years. 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 processes and proprietary tools.

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.

Christopher Ciriello is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He has varied work experience including roles at Frame Amo, H-E-B, and in the music industry with Def Jam Recordings and Universal Music Group. Prior to his advisory career, he was self-employed for five years. Edward Jones is a wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the country.

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 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.

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.