Taylor Boice is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2019, with prior roles at Stifel Nicolaus, Bank of America, and Merrill. In addition to his advisory role, Boice manages the Frontier Wealth Advisors Program at Frontier Bank of Texas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes in-depth analysis and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Elizabeth Stevens is a financial advisor at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Hines Securities Inc., NexTrend Securities, and Sandlapper Wealth Management. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Lin Edwards is a financial advisor with Wells Fargo Advisors in Austin, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Edwards worked at Bank of America and Merrill. He is also the owner and trustee of Monarch Wealth Management Inc., an investment-related business based in Bee Cave, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

John Deng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015 and is currently an owner and partner at Jstar Capital Investments IV, LLC, an investment entity focused on purchasing promissory notes related to a medical device company. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Dominic Eramo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017, with prior experience at Securian Financial Services, IMG Financial Group, and Minnesota Life Insurance. J.P. Morgan Securities 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 to deliver customized solutions.

Adam Warren is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors, LLC. There are no notable outside activities listed. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs including divorce planning and estate settlement.

Natalie Cox is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. She joined Edward Jones in 2024 and has experience working independently and at various organizations including The University of Texas at Austin and Smartie Pantz Boutique. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branches nationwide.

Adam Rosenthal is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Rosenthal serves on the board of New Renaissance Basketball and chairs the investment committee at Rodeph Sholom. He is also involved as a trustee in various family and insurance trusts and advises the BBA Advisory Board at the University of Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering customized financial plans using proprietary research and model-based asset allocations.

Erica Haring is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 designations and over 10 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ramiro Gallegos III is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab, Ramco Electric, and Dell Technologies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies and fund‑of‑funds structures.

Traci Wood is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 2000 and has also worked at Bank of America N.A. since 2020. 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.

Victoria Phrydas is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Charles Schwab for five years and was involved with Theia Coaching for two years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Christian Harden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and experience beginning in 2019. His prior roles include positions at NF Smith & Associates, L.P. and the University of Central Missouri. He is currently based in Austin, TX. Mass Mutual 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 seminars, utilizing firm-approved software for goal analysis and delivering collaborative annual financial planning engagements.

Dennis Kittrell is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a rental property business with his spouse in Weimar, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Noah Ozgo is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Company, returning to the firm in 2025 after prior roles at Neuberger Berman and JPMorgan Securities LLC. Outside of his advisory role, he serves as the board treasurer for a scholarship charity and is a member of the investment committee for a nonprofit supporting the accounting profession. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning utilizing firm-approved analytical tools and delivers written recommendations, with implementation requiring separate arrangements.

Julio Campos is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he worked at Tailored Brands for seventeen years. Outside of his advisory role, Campos is a commissioned artist based in Kyle, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Dire is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining LPL Financial in 2023. 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 discretionary and non-discretionary management, supported by model portfolios and research.

Grayson Hopper is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Bank of America and Merrill. Outside of his advisory work, Hopper is involved in youth soccer administration and refereeing in South Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Danny Lopez is a CFP®-certified financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing in Austin, TX. He previously worked at JP Morgan Chase Bank and its affiliated entities for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.