Noah Chambers is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments and prior positions at Crouzet and Target. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Eric Ross is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2002 to 2020. Outside of his advisory role, Ross owns Beyond The Money, LLC, a business unrelated to investing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm supports its clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Grindle is a CFP® professional with 27 years of experience in the financial industry, all of which have been spent with Edward Jones. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

John Tuccio is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 63 designation and 42 years of industry experience. He has worked at UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ashley Caples is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, she worked at Charles Schwab & Co., Inc. and has experience in mortgage services and health care. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and advisor-facing technology tools.

Miguel Davila Penaloza is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His background includes roles at Edward Jones, Meta Inc, and Apple Inc. He is based in Leander, TX. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melinda Kaiser is a financial advisor with LPL Financial based in Austin, TX, holding Series 63 and Series 65 credentials and having 27 years of experience in the industry. She worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial products and support tools.

Thompson Smith is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GuideStone Financial Resources and Dallas Baptist University. Smith serves as a board member on the finance committee of The DoSeum, a nonprofit focused on STEM, arts, and literacy education for children. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a quantitative and qualitative research process.

Truman Haugen is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., and Kinneberg Management Group, as well as studying at the University of Georgia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a dedicated manager solutions team.

Jon Garcia is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where he has worked since 2012. He has 14 years of industry experience. 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational platform.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ulysses Cisneros is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. Prior to joining Fisher Investments in 2025, he worked at Empower Advisory Group and Personal Capital. Fisher Investments serves a global client base including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, along with tax-aware management and risk strategies.

Robert F. Escudero is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He provides clients with access to the investment resources of Merrill and the banking services of Bank of America to address various aspects of their financial lives. He designs and implements customized wealth management strategies aimed at helping clients and their families pursue personal financial goals while managing investment risk. Robert has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2020. His areas of expertise include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor designation. He earned a bachelor's degree in Economics and completed an Accredited Certificate Program from Pepperdine University. Robert is involved in the community through Habitat for Humanity in Williamson County and maintains connections with Pepperdine University organizations such as the Pepperdine Rugby Club and Sigma Phi Epsilon - Cal Psi Chapter. His personal interests include cooking, gardening, hiking, spending time with family, and traveling.

Mark Drinnan is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and planning tools to support its financial planning process.

Gregg Abernathy 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 worked at UBS since 2008 and has been affiliated with the Walter A. Haas School of Business since 1993. Outside of his advisory role, he is a sole proprietor of Angier Vineyards, a limited wine sales business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven advice tailored to clients’ goals and risk tolerances.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James & Associates and U.S. Capital Wealth Advisors, among others. He is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. 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 advisory services and investment strategies supported by proprietary research and technology, with a notable scale of operations including over 22,800 advisors and more than $819 billion in discretionary assets.

Johnathan Parohinog is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Cedar Park, TX. He has two years of industry experience, including prior roles at automotive and service companies such as Toyota and TQL. Outside of advising, he is a co-owner of FILO Residencies LLC, a business involved in arranging corporate leases. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans without portfolio management or institutional advisory functions.

Marissa Willis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in investment strategy and financial planning, providing personalized guidance to clients navigating complex financial decisions. Marissa's approach combines disciplined planning, efficient portfolio construction, and behavioral guidance to help clients maintain confidence and achieve their financial goals. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Certified Divorce Financial Analyst®. Marissa earned her Bachelor's degree from Colorado State University and has focused her expertise on areas such as college education planning, executive compensation, retirement planning, and tax minimization. Outside of her professional work, Marissa is involved with the NICU community through her board work with Hand to Hold. She balances her career with family life as a mother of two and enjoys activities such as golfing, traveling, and spending time with her family.

Michael Bergeron is a CFP® professional at Charles Schwab with five years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. Prior to his financial career, his experience includes roles in legal services and several other industries. 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 advisory relationships and access to discretionary SMA portfolios, supported by a comprehensive operational structure and investment research.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.