Drew Freides is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 credential and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Villa De Vida, an assisted living facility for adults with developmental disabilities, and participates on investment committees for the San Diego Yacht Club and the United States Sailing Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including discretionary portfolio management, underwriting, and affiliated banking programs.

Colleen Peterson is a Vice President and Financial Consultant currently with Fidelity Investments, where she has served in this role since 2026 and was previously a Financial Consultant from 2018 to 2025. Her financial services career includes experience as a Vice President Financial Consultant at Charles Schwab from 2005 to 2008, as well as roles at First Tennessee Brokerage Services, CitiStreet Equities, and Fidelity Investments beginning in 1996. Her expertise includes creating personalized financial plans and educating clients on their financial holdings. Colleen emphasizes building long-lasting client relationships based on trust and open communication. She holds an Arkansas Insurance License and has worked extensively in private client relationship and brokerage services. Outside of her professional role, Colleen has personal interests that include attending concerts, football, and caring for pets.

Garret Elder is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation. Prior to his advisory role, he worked at JBS USA and has experience with several other organizations, including Donny's Moving Services LLC and Frazee Construction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Thomas Goldberg is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at GWN Securities Inc. from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Sharmistha Bhattacharyya is a financial advisor with Merrill, holding a Series 66 designation and with two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Bank of America and Huntington National 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gamblin is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the CFP® and Series 66 designations and has been with Wells Fargo Clearing since 2016, having worked at Wells Fargo Bank, N.A. since 1996. He is based in Austin, Texas. 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 approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Edward Moreland Jr. is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016 and concurrently with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Amy Wester is a Series 66 licensed financial advisor with Merrill in Austin, TX, where she has worked since 2009. She has 19 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

John Attard is a Private Wealth Manager at Merrill Private Wealth Management, specializing in family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among other areas. He collaborates with families, entrepreneurs, and financial professionals to address the creation, management, and stewardship of wealth through personalized financial strategies geared toward clients’ long-term goals. With over 30 years of experience in private banking, wealth management, and business consulting, John brings a broad perspective to his client relationships. He has held financial advisory roles at UBS and Citigroup and served more than 14 years as an active duty reservist in the U.S. Navy, retiring as a Lieutenant Commander in 2006. John holds a Bachelor of Science degree in finance and accounting from Southern Illinois University and an MBA with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. He has also earned the CERTIFIED FINANCIAL PLANNER® designation along with certifications in Sports & Entertainment Accredited Wealth Management. John is a member of the Bank of America Military Support & Assistance Group (MSAG) and has been involved with the College of DuPage Foundation as a former board member. He is also a member of MenLiving. His personal interests include adventure sports, biking, camping, cooking, golfing, hiking, music, reading, writing, and yoga.

Peggy Godwin is a Series 63-licensed financial advisor with UBS Financial Services in Austin, TX, where she has worked since 2000. She has 43 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Donna Parker is a CFP® professional with 39 years of industry experience, currently serving at OSAIC Wealth, Inc. She has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Timothy Ma is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill before joining J.P. Morgan Securities in 2015. Outside of his advisory role, he is involved as an owner or partner in several non-investment businesses, including a retail product company and short-term vacation rentals, as well as a car rental service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team and incorporating ESG considerations.

Frank Stogner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 license and 24 years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he operates a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Andres Banuelos Medina is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include working at View Capital VC and a period focused on full-time education. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Adam Villalpando is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2015. 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 among its investment offerings.

Mark Dickens is a financial advisor with Charles Schwab in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 10 years of industry experience with prior roles at SWBC Investment Advisory Services and Kestra Advisory Services. In addition to his advisory work, he is a 25% owner of an LLC involved in non-agent real estate ownership. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining brokerage, custody, and advisory services within a large integrated platform.

Brian Schoppmann is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing wealth planning and investment advice since 2013. He analyzes, constructs, and adjusts client portfolios to help pursue specific goals, risk profiles, and objectives. Brian collaborates with his business partners to offer banking, lending, insurance, and estate planning services to his clients, conducting ongoing research across multiple asset classes including equities, fixed income, passive strategies, and third-party investment managers. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree from Dickinson College. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Brian serves on the Board of Managers for the TownLake YMCA and is affiliated with The SAFE Alliance. He resides in southwest Austin with his wife, Alexandra.

Steve Mc Cannon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2000. He collaborates closely with families, businesses, trusts, and foundations to help streamline multiple areas of their financial lives. Steve focuses on portfolio design, retirement analysis and strategy, higher education funding, trust and estate planning services through Bank of America Private Bank, and long-term care analysis and selection. He serves as a liaison for Merrill's Financial Advisor Development program and assists with the design and maintenance of employee benefit plans as a Merrill Retirement Accredited Financial Advisor. Steve holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a Bachelor's degree in finance from Lamar University in Beaumont, Texas. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Steve aims to help clients reduce stress related to investing and takes a humble servant approach to assisting families. Outside of his professional work, Steve resides in Meadowlakes with his wife, Shannon, and their three daughters. He is a member of Faith Academy Marble Falls and has coached its cross country and track teams for over 20 years. Steve enjoys running, biking, fishing, and spending time with his family.