Kyle Gauthreaux is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Dell Children's Medical Center of Central Texas, where he participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services.

Andrew Brock is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 65, 66, and 63 designations and 14 years of industry experience. He has been with J.P. Morgan in various capacities since 2012. Outside of his advisory role, he is involved with the Boys & Girls Club of Austin, supporting community services related to youth development. 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, with an emphasis on ESG eligibility in constructing investment recommendations.

Natalia Medellin is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 license. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, with no prior industry experience before joining the firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Kerry Roberts is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for over 17 years. In addition to his advisory work, Roberts is involved in insurance-related activities, offering disability, long-term care, traditional life insurance, and life settlements through his role as an agent and owner of Central Texas Financial Group. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Sheren Tumbleson is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Scott Weaber is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Steward Partners Investment Advisory. His career also includes a one-year tenure at the Internal Revenue Service. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.

Susan Rohe is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to her current role, she worked at BlackRock Investments, Inc. for a total of 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Joseph Jeffers is a CFP®-certified financial advisor with 9 years of industry experience. He is currently with LPL Financial and previously worked at firms including Edward Jones and MassMutual Life Insurance. Outside of his advisory role, Jeffers serves as a military officer in the United States Army Reserves, officiates local soccer games, and holds a leadership position as vice president of the Kiwanis Club of Round Rock. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Michael Peters is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He has worked at OSAIC and IronBridge Wealth Counsel since 2023. Peters also operates a separate insurance agency, providing education and servicing for life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional accounts, and charitable organizations through a large network of advisors. The firm offers integrated brokerage, advisory, and financial planning services, utilizing a range of investment tools and third-party platforms to construct customizable portfolios.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Nationwide Investment Services Corporation prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Grace Pena is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles, including positions in parks and recreation departments and arts organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Douglas Dee is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Edward Jones, Securian Financial Services, and Cetera. He also maintains a side activity involving individual disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various managed account options.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously served at related Cambridge entities starting in 2021. Outside of his advisory role, he has been involved with Boyd Independent School District since 2019. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Demetrius Lane is a Financial Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional who provides advice and guidance tailored to individual client goals and priorities. His approach emphasizes building strong relationships through trust and understanding what matters most to each client. He specializes in areas including college and education planning, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Additionally, he holds professional designations as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Demetrius earned a Bachelor's Degree from Florida Agricultural & Mechanical University and an MBA from Maryville University of Saint Louis. Outside of his professional role, he enjoys activities such as basketball, bowling, boxing, chess, football, music, reading, spending time with his family, traveling, and watching movies.

Caroline Kent is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at multiple JPMorgan entities since 2022. Prior to joining J.P. Morgan, she was employed at Landmark Properties and attended The University of Texas at Austin. 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 delivers these services through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Chad Holder is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His background includes service in the United States Army from 2011 to 2021 and the Texas Army National Guard from 2021 to 2023. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2024, respectively. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than is typical for large institutional advisers.

Tristen Nevadomski is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with individuals and families to develop personalized financial plans aimed at achieving their financial goals with security, clarity, and confidence. Prior to his current position, Tristen served as a Planning Consultant at Fidelity Investments from 2025 to 2026 and as a Relationship Manager at the same company from 2023 to 2025. He holds a California Insurance License. Outside of his professional career, Tristen's personal interests include fishing, fitness, social events with friends, parenthood, snowboarding, and traveling.

Cathy Reed is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Bank of America, J.P. Morgan Securities, Chase Investment Services, LPL Financial, and Morgan Stanley. She has been with Merrill and Bank of America since 2017. 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 plans, corporations, and charitable organizations.

Victor Campos is a financial advisor at Wells Fargo Clearing with Series 63, 65, and 66 licenses and one year of industry experience. He has previously worked at Wells Fargo Bank, N.A. for 17 years and has held roles at the Texas Public Policy Foundation and the University of Texas at Austin. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Jorge Maldonado is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2015 to 2025. 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 products and bank deposit sweep options in its investment menus.