Leslie Tyler is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. Tyler has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Tyler holds a law license in California, currently inactive. 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 with an IPS-driven process grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Dollive is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been associated with various entities related to Cambridge Investment Research since 1996 and serves as Treasurer for the Shanti Childrens Foundation. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers diverse investment solutions across multiple platforms with strategies tailored to client objectives, including proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists.

Brendan Jones Williams is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Charles Schwab, and various educational institutions such as Columbia University and Austin Community College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Terrence Lee is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Raymond James, Northwestern Mutual, and Edward Jones. Outside of his primary advisory role, he is involved in managing an advisory business for a franchise team. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter O'Malley is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with 12 years of experience in the industry. He previously worked at Merrill from 2013 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that includes advanced analytical tools and modeling for outcomes, while generally acting in an advisory capacity.

Logan De Rosier is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NexPoint Securities, Inc., Equitable Advisors, and AXA Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diversified advisory programs and financial planning services supported by research and technology solutions.

Russell Bacon is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Crux Wealth Advisors. Outside of his advisor role, he is involved in multiple financial advisory and strategic consulting businesses based in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Tasha Gilkey is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has previously worked at Financial Engines Advisors L.L.C., Desert Financial Credit Union, and Wells Fargo Bank N.A. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary services with an emphasis on diversified portfolios and long-term strategies.

Joshua Pottinger is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a mobile outdoor kitchen business and serves on the Board of Directors for Make a Wish Central and South Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers additional capital markets and banking services.

Andrew Vonehrenkrook is a CFP® with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. He has been with LPL Financial and The Perspective Group, LLC since 2016. Outside of his advisory role, he is involved in tax preparation and accounting through Graystone Financial Services, LLC, and partners in two Austin-based businesses, The Groovy Event Co and Austin Connections LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Berry is a Private Wealth Advisor with Merrill Private Wealth Management, having joined the firm in 2022. He supports successful individuals and families by connecting their wealth to their lives, with a focus on preparing business owners and entrepreneurs before, during, and after liquidity events. His client services emphasize family wealth management strategies, legacy planning, liquidity management, managing new wealth, and tax minimization. David's professional background includes leadership in Corporate Development at Workrise, where he executed acquisitions, divestitures, and strategic partnerships. He has experience as an associate at Blue Sage Capital, a private equity fund focused on founder-owned businesses in the lower middle market, and as an investment professional at ITE Management, where he participated in sourcing, due diligence, underwriting, and execution of industrial transportation assets. David began his career as an Investment Banking Analyst at Morgan Stanley, specializing in services industry transactions including consulting, IT services, payment processing, and professional services. His academic credentials include a Bachelor of Science degree in Finance and Entrepreneurship from the Kelley School of Business at Indiana University. He holds professional designations as a Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). David resides in Austin with his wife and two daughters. His personal interests include cooking, fishing, golfing, music, and traveling.

Thomas Caldroney is a Series 65-credentialed financial advisor with 21 years of industry experience, currently working at Fisher Investments since 2002. He is based in Austin, TX. Fisher Investments serves a diverse client base that includes institutional investors, pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management with a centralized investment process combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Nancy Kilby is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 designations and 14 years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of financial planning and portfolio management solutions tailored to clients’ goals and risk tolerances.

Jens Busch Jr. is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked previously at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved in life and health insurance sales and owns SXSW6 Financial Planning, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary investment management.

Olivia Broussard is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in designing financial strategies for college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. She aims to create thoughtful strategies that support clients' goals, values, and vision for the future. Olivia holds a Bachelor's Degree from Texas Christian University, where she double majored in Finance and Entrepreneurial Management. She began her career at Equitable Advisors focusing on retirement planning for educators before joining Merrill Lynch Wealth Management to provide holistic financial advising. She holds the Personal Investment Advisor (PIA) designation. Her professional affiliations include the Kappa Alpha Theta Alumnae Group, the National Association of Women Business Owners, and the Young Women's Alliance. Olivia also participates in community activities through chapters associated with these organizations. Her personal interests include cooking, dancing, golfing, music, singing, spending time with family, and yoga.

Reagan Rentschler is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Buda, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sean Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities, Bank of America, and Merrill. Outside of finance, he is involved in the arts, occasionally selling his own visual artwork, and serves as a self-defense coach at a local Jiu Jitsu club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, focusing on investment policy statement development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Terry Sherman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds CFP® and CFA® designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Grace Mabie is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and one year of industry experience. Her career includes roles at PaymentWorks, Aeropay, and Altman Vilandrie & Company. She has been involved with the Ravina Festival Association, indicating community engagement outside her financial career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.