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.

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.

Lisa Deterding is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at KIPP Austin Public Schools-Vista from 2015 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Bailey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory role, Bailey serves on the boards of Goodwill San Antonio and the Texas A&M Association of Former Yell Leaders, where he is involved in governance and scholarship oversight. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Reid Shafran is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Stream Realty Partners and educational engagements at the University of Texas at Austin and the University of Colorado Boulder. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with both broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Elizabeth Jensen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding the CFP® designation along with Series 66 and Series 63 licenses. She has five years of industry experience, including prior roles at Northern Trust Bank and Northern Trust Securities, and over a decade at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of financial advisors and offers both brokerage and advisory solutions.

Bruce Stewart is a financial advisor with Fisher Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Arete Wealth Management LLC and KBS Capital Markets Group. Outside of his advisory work, he manages personal investments through an ownership interest in B&T Acquisitions, LLC. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios.

Jennifer Tuttle is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX, where she has worked since 2014. She has 11 years of industry experience. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Andrew Nida is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He also has a background in recreational services and university employment. Outside of his advisory role, he sells insurance through fixed and variable annuities when suitable for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to multiple investment platforms and model portfolios.

Jessi Underbrink is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, nA, Willow Bend Mortgage, and operated self-employed ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Natalie Anderson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is the sole proprietor of a spiritual coaching business, meeting with individuals on a minimal basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Ablutz is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF. Outside of his advisory role, he is involved as an independent contractor with Arbonne International, supporting administrative and promotional efforts in health, wellness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs.

Christy Berglund is a financial advisor at Wells Fargo Clearing with four years of industry experience. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Prudential Insurance Company of America. She holds Series 63 and Series 66 designations and is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Jacob Thomas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings a range of experience within Fidelity, having served in multiple roles including Investment Consultant, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Throughout his career at Fidelity Investments, Jacob has developed a comprehensive understanding of investment and financial planning strategies. His progression through various positions at Fidelity reflects a broad expertise in financial consulting and investment solutions. Jacob's work is centered on providing guidance, clarity, and support to help clients navigate their financial lives with confidence.

David Porter is a Series 66 licensed advisor with Merrill in Austin, TX, with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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.

Michael Rabinovich is a Series 63 licensed financial advisor with UBS Financial Services in McAllen, Texas, where he has worked since 1994, accumulating 32 years of industry experience. He is a managing partner of H&R Partners, overseeing legal and accounting compliance for the business. He also serves as manager of Venture BAAMM LLC, which invests in a local bank. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Etsell is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America, National Credit Center, and Spectrum Business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stefani Price is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services since 2017, as well as MassMutual Life Insurance Company since 2016. Prior to that, she spent 19 years at Metlife Securities Inc. She is also the managing member of a family real estate holding company representing inherited land interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michael Costa is a financial advisor at UBS Financial Services in Austin, TX, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocations.

Robert Schmelzer is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 designations and 13 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with various program options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.