Brittanie Bailor is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. Her career includes roles at Dimensional Fund Advisors, JPMorgan Chase & Co., and Columbia Pacific Advisors. 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 in its investment process.

Bryan Mitchell is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, among others. Outside of his advisory duties, he serves as President of the Meadowland Homeowners Association in Alvin, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.

Benjamin Westerterp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience with Avantax Investment Services and Avantax Advisory Services, and has been involved in tax preparation and health insurance sales through his own business activities. Westerterp is based in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to both affiliated and third-party investment managers.

Derek Norsworthy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Mindlance, and the Small Business Development Center. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Ashley Brueckner is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, NA since 2020. Outside of advising, she is the managing member of Locker Mobility LLC, a company providing temporary storage solutions, and serves on the Grant Advisory Board of the Fertility Foundation of Texas, which supports uninsured infertility patients through fundraising and grant awards. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering advisory services on a non-discretionary basis.

John Martin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he holds a majority ownership in 3819 Southway LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nephi Bushman III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at JC Shields Real Estate and the Department of Veterans Affairs. Outside his advisory role, he is a partner at Bushcraft Arms LLC, a local shooting range and firearms business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services and serves multiple registered investment companies, leveraging systematic methodologies and long-term asset allocation benchmarks.

Ryan Hoehn is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Equitable Advisors and various companies outside finance, such as DoorDash, Lyft, and Viacom. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages funds with oversight controls and systematic methodologies.

Cody Brown is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo entities since 2016, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Kallie Nichols is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop, implement, and maintain financial plans tailored to their unique goals. She focuses on building long-term relationships based on trust to guide clients through various stages of their financial lives. Kallie has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. Her experience spans multiple aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kallie has interests in food, parenthood, pets, traveling, and yoga.

Josue Bermudez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and Banc of America Merchant Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Steven Hoag is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. He holds the Series 66 designation and is based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Stephen Hultgren is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations with 10 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Stephanie Emory is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Cameron Grose is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019. Outside of finance, he has experience working in the food service industry, including positions at Blue Dahlia Bistro and Mozies. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and brokerage services.

Arthur Shearer is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo entities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Mason is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Catherine Rowan is a financial advisor at Raymond James & Associates in Austin, TX, holding a Series 66 designation with 22 years of industry experience. She has worked at Raymond James & Associates since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as the acting executor for the estate of Richard Warner Stephens. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, and offers a range of financial planning and consulting services supported by firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.