Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Melissa Gauna is a financial advisor with Edward Jones in Hutto, TX, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following prior roles at Glemco and Entegris. Outside of her advisory work, she is a consultant for Rodan and Fields, a skin care company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and provides additional services including tax-efficient management and securities-based lending.

Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he operated The Cataldo Agency and held management roles in several wine-related businesses. He is also the managing director of Hayner Valley Grove LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a combination of firm-offered and third-party advisory programs.

Calvin Ross is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience both at Charles Schwab and in roles outside the financial sector, including at JH Sports Center and in education. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its 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 separately managed accounts and utilizes multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Bryan Spencer is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and the Texas Public Finance Authority, as well as work outside finance at Uber Eats and Perini Ranch and Steakhouse. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Gina Bustos is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She previously worked at Avantax Advisory Services and serves as a wealth management assistant at Eagle Harbor Financial. Outside of her advisory work, she is a board member of the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera is an SEC-registered adviser offering a multi-manager platform through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

Steven Bright is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he is a partner in Prominent Team 360 LLC, a business formed by advisors to lease office space and manage related expenses. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Baker is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2020. Prior to that, he spent several years with First Allied Advisory Services and related entities. Outside of advising, Baker serves as a board member for the Wilbarger Creek Municipal Utility District and is involved in professional life and executive coaching. 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. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and technology-driven strategies.

Phillip Mcduffee is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His background includes long tenures at Minnesota Life, Securian Financial Services, and C.R.I. Securities, alongside independent roles such as owner of Twin Oak Advisors and director of the McDuffee Family Foundation. He is also a trustee for Stop Alzheimer’s Now and serves on the board of FINSECA. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Jack Grimm is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he partners with clients to develop customized financial plans and strategies aimed at helping them achieve their goals, accumulate and preserve wealth, and protect their loved ones' financial security. Prior to joining Fidelity Investments, Jack worked as a Financial Advisor at North Star Consultants of Texas from 2020 to 2022. Jack's approach emphasizes building long-lasting relationships with clients based on trust, availability, and exclusivity. Outside of his professional responsibilities, he engages in activities such as boating, fishing, skiing, tennis, traveling, and volunteering.

Natalia Naylor is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at FSC Securities Corporation and OSAIC. Outside of her advisory work, she serves as treasurer for the Cedar Park Baseball Booster Club and is involved in managing a local batting cage business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product offerings.

Jon Beck Jr. is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including NatAlliance Securities LLC and Himelick Financial Group, where he also serves as a client services manager. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering a range of investment management, financial planning, and retirement services through various program platforms and manager options.

Robert Bagby is a financial advisor with Osaic Wealth, Inc. based in Cedar Park, Texas. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial. He also manages a sole proprietorship focused on implementing insurance strategies as part of clients' estate or financial plans and is involved with a fee-based financial planning platform. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with investment solutions that include automated portfolio construction and access to third-party managers.

Luke Villarroel is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include time as a student and a position at Katy Classical Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Juanita Stephens is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for nine years. In addition to her advisory role, Stephens serves as president of a homeowners' association, acts as a community liaison for a women’s development enterprise, and co-owns a business that produces organic healing balm. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad range of investment options.

Alexia Masci is a Series 66 licensed advisor at Charles Schwab with eight years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Addison Group and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Adrianne Wempe is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. She began her current role in 2026 and has prior experience at JPMorgan Chase Bank, Comerica Bank, and Woodforest National Bank. Outside of her advisory work, she is involved with Wempe Enterprises LLC. 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, incorporating an ESG eligibility framework when recommending investment strategies.

Michael Johnson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise in Austin, TX. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Texas Rugby Alumni Association. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver comprehensive, non-discretionary retirement recommendations through a centralized consulting team.

Scott Brueckner is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at optionsXpress from 2014 to 2017 before joining Charles Schwab in 2017. 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 offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.