Hailey Whitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Hailey worked for McLANE COMPANY, INC. from 2016 to 2021. Outside of her advisory role, she is involved as a Beachbody Coach, supporting health and fitness efforts among friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

John Elder is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Equitable Advisors since 2017 and AXA Advisors, LLC from 2017 to 2020, as well as experience at Expert Relocation Systems and the University of Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment programs without sponsoring its own wrap fee program.

Arthur Zeitz is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, he spent 20 years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and portfolio management resources.

Sarah Calure is a CFP® professional with 19 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sandra Jarman is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at The Well Creative Productions and BKD, LLP. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Heather Cruice is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank, JPMorgan Chase Bank, and Edward Jones. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research through a centralized manager solutions team and offers a program that includes ESG eligibility frameworks and broader derivatives capabilities.

Delaney Harbuck is a financial advisor at Edward Jones in Austin, TX, with three years of industry experience. Prior to joining Edward Jones, Harbuck worked for Sight & Sound Films and the Texas A&M Forest Service. Outside of finance, Harbuck occasionally engages in freelance photography and art projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Jennie Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Investment Representative, and Service Support Specialist. Prior to joining Fidelity, she worked as a Client Service Specialist at Bank of America from 2005 to 2007. Jennie partners with her clients to develop lifelong financial plans that address their current and future needs as well as those of their families. She holds a California Insurance License, supporting her expertise in providing comprehensive financial consulting services.

Angela Davis is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity and its affiliates since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Christopher Schmidt is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Melanie Frank is a financial advisor at LPL Financial with 27 years of industry experience. She previously worked at Next Financial Group, Inc. for 24 years before joining LPL Financial in 2025. She holds Series 63 and Series 65 licenses. Outside of advisory work, she is involved with Pride Disposal Systems LLC in a non-investment related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party managers, and institutional platforms.

David Carbone is a Senior Financial Advisor co-leading the Hill Country Group, a multi-city advisory team within Merrill Lynch Wealth Management. Based in Austin and Los Angeles, the team serves clients with diverse financial needs, including institutional-level advice for 401(k), 403(b), defined benefit plans, family-owned business exits, and other wealth management services. Since beginning his career in retirement plan design in 2013, David has gained extensive experience in 401(k), 403(b), defined benefit pension, and M&A planning. He has held roles ranging from Institutional Retirement Consultant at Paychex to Financial Advisor positions at Merrill Lynch and Citigroup Global Markets. Currently, he holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). David holds a High School Diploma from Liberty High School. Outside of his professional work, he has interests in boxing, football, and skiing.

Zachary Gordon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wind Energy Transmission Texas, and Transwestern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Aaron Myers is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2015. Based in Austin, TX, Myers has remained with the Schwab organization throughout his career. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, using multi-asset model portfolios and centralized custody and trading arrangements.

Andrew Jun is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Truist, Bank of America, and New York Life. Outside of advising, he co-owns GAMJAH, LLC, an online sales business based in Austin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment services that include both discretionary and non-discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, and institutions, offering a range of financial planning and investment options through a large network of advisors.

David Shine is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Owens Corning and Baylor University. 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 and offers a broad range of brokerage and advisory solutions.

Martha Egli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her career includes roles at Merrill, Charles Schwab, Per Stirling Capital Management, and B.B. Graham & Company. She is based in Austin, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates forward-looking capital market assumptions, and supports certain ESG criteria.

Luke Mcclellan is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank, NA and First National Bank Texas, as well as experience working independently. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Troy Johnson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management in Georgetown, Texas. Since joining Merrill in 1996, he has accumulated over 26 years of experience serving clients in the Georgetown area. Troy leverages the investment resources of Merrill Lynch Wealth Management alongside the banking capabilities of Bank of America to address various aspects of clients’ financial lives. His primary focus is on crafting strategies for retirees, high-net-worth individuals, and their families aimed at pursuing both short- and long-term financial goals. He also serves as a Portfolio Manager in the Merrill Investment Advisory Program, managing personalized and defined strategies on a discretionary basis. Troy earned his bachelor's degree from Texas A&M University in 1991 and is a Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He maintains active involvement with the Texas A&M Association of Former Students and has held leadership roles including past president of the Williamson County A&M Club. Troy is a former member of both the Texas A&M Corps of Cadets and Aggie Band. His community participation includes significant engagement with Camp Lone Star and the Lutheran Outdoors Ministry of Texas (LOMT), where he served as Past President on the board of directors. Residing in Georgetown since 1997, Troy and his wife Alisha have three grown children. They are active members of Zion Lutheran Church in Walburg, Texas, where Troy serves as an Elder and church council member. The family enjoys spending time in Georgetown’s local community, exploring outdoors, walking their dogs, hosting friends and family, and participating in mission trips supported by their church and Camp Lone Star.