Fernando Landeo is a financial advisor with Wells Fargo Clearing based in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2010. 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 through its large network of financial advisors and offers both brokerage and advisory solutions.

Meenal Sharma is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. She holds Series 63 and Series 66 licenses. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kay Russell is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade from 2014 to 2021. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Nicholas Mcmahan is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Hilltop Securities Inc. and BBVA Wealth Solutions Inc. Prior to joining Cetera, he spent multiple years with BBVA entities and Compass Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Rachel Deaton is a Series 66-credentialed financial advisor at Morgan Stanley in Austin, Texas, with five years of industry experience. She previously worked at Red LLC before joining Morgan Stanley and its Private Bank in 2021. Outside of her advisory role, she is also involved as an artist through her business, REDeaton LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and wealth management solutions.

Rebecca Montoya is a financial advisor at Thrivent Investment Management in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, Merrill, and Bank of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses across a broad range of planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Carlos Guerra is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities in Austin, TX. He has worked at J.P. Morgan Securities since 2012 and is also involved as a partial partner in a family investment partnership based in Mexico. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by a centralized due-diligence framework.

John Dover is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at OSAIC since 2025 and previously spent 18 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is an agent offering fixed annuities and traditional life insurance through John Dover/Crump, LLP. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and investment advisory services supported by multiple advisory platforms and a variety of third-party solutions.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Preston Parker is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Northwestern Mutual and was involved with College Station ISD, as well as youth sports and local business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Pamela Avaunzaff is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at several financial firms, including JPMorgan Chase Bank NA and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm‑approved tools and analysis.

Deborah Sallee is a CFP®-designated financial advisor with Edward Jones in Austin, TX, where she has worked since 2002, accumulating 23 years of industry experience. She holds Series 63 and Series 66 licenses. Sallee serves on the board of directors for the Senna Hills Homeowners Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Levesque is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked with firms including Voya Financial Advisors and LBMZ Securities, and she operates Himelick Financial Group LLC, a financial services business in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform that supports a range of investment strategies and program structures.

Derek Rhoades is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2017. Prior to joining Schwab, he spent six years with Figure Eight Properties and Lakeside at La Frontera. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at SPC, Sigma Financial Corporation, and Gladstone Wealth Group. Outside of his advisory role, he is involved in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Aiden Steinle is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and has also been involved with Southwestern University and The Megaphone Student Newspaper. Outside of his financial advisory role, he operates a small craft business selling paper, textile, cloth, and ceramic items, delivers for Uber Eats occasionally, and provides high school-level private math tutoring. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a formal alternative investment offering.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Blaine Harriman is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. Prior to joining the financial services sector, he worked at Dell Technologies and Texas A&M University. He is also involved in insurance and benefits activities outside his advisory role. Cambridge Investment Research Advisors provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm supports independent Financial Professionals through multiple platform arrangements and offers a range of investment strategies, including proprietary models and access to third-party managers.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.