Jacob Edzards is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., UBS, Haggard Land Company, and Bank of America Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Kotran is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2015 and 2017, respectively. 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. The firm provides a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios, centralized custody, and integrated operational services.

Jeffrey Chatman is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Dimensional Fund Advisors and work with the Texas House of Representatives. Outside of finance, he is involved in the performing arts as a host and performer in improv comedy shows at the Hideout Theater. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and central custody and order-routing operations.

Zachary Schroeder is a Series 66 licensed financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisor role, he is a principal at ZAS Tech LLC, a technology company focused on decentralized cloud service protocols. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Steven Sorenson is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Mass Mutual in 2025, he worked at RSI, Foreside Fund Services, LLC, and CBRE Clarion Securities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides various planning programs and educational seminars with a focus on collaborative, annual financial planning engagements.

Thrisha Rao Oruganti is a financial advisor at J.P. Morgan Securities holding a Series 66 designation. She began her advisory career in 2026 and has prior experience at KPMG, Pareto Intelligence, Syneos Health, and MetLife. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Belton Robinson is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 63 designation and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Co. since 1986. Outside of his advisory role, he works as an insurance broker specializing in life and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Gary Raymond is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1994. Outside of his advisory role, he also works part-time as a sales agent in individual and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Roger Toledo is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and First Trust Portfolios L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Drew Freides is a Series 66 registered financial advisor with UBS Financial Services in Los Angeles, CA, with 25 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 Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

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.

John Gamblin is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A., where he has been employed since 1996. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Edward Moreland Jr. is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2017. Moreland has been with Merrill since 2016. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Nancy Mcdonald is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at UBS Financial Services, Merrill, and Bank of America, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customizable investment programs and portfolio management services utilizing both in-house and third-party managers, with options for tax management and responsible investing.

Morgane Rodiek is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles within the education sector for eight years. She also owns a residential rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

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.