Jeffrey Bailey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013 and previously worked at Matterhorn Capital Management. Bailey serves on the boards of Goodwill San Antonio and the Texas A&M Association of Former Yell Leaders, where he is involved in governance and scholarship endowment oversight. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Reid Shafran is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at JPMORGAN Chase Bank, N.A. and has experience in real estate through positions at Stream Realty Partners L.P. and West Point Properties. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Elizabeth Jensen is a CFP®-certified financial advisor with five years of industry experience. She is currently with Wells Fargo Clearing and has previously worked at Northern Trust Bank, Northern Trust Securities, and Wells Fargo Bank. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Anthony Franzago is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its related entities since 2004. Outside of advisory work, he is involved in real estate ownership, holding several residential investment properties in the Austin and San Antonio areas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware retirement income planning advice.

Bruce Stewart is a financial advisor with Fisher Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Arete Wealth Management LLC and KBS Capital Markets Group. Outside of his advisory work, he manages personal investments through an ownership interest in B&T Acquisitions, LLC. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios.

David Boren is a financial advisor with OSAIC in Round Rock, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and New England Securities. Outside of his advisory work, he serves as a deacon for the Diocese of Austin and is a board secretary for the Round Rock Police Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Jennifer Tuttle is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and 12 years of industry experience. She has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG eligibility frameworks and leveraging broader derivatives and commodities capabilities.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he is involved in various insurance-related business activities. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to tailor investment solutions, often utilizing third-party asset managers and advisory platforms.

Andrew Nida is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024. Prior to that, he held roles at Securities America Advisors and SECURITIES AMERICA, inc. Outside of his advisory work, Nida is involved with Wealth Solutions Inc., where he sells insurance through fixed and variable annuities as suitable for clients. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with tools to implement discretionary and advisor-managed strategies.

Ryan Manalili is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation. Prior to his current role, Manalili had periods of full-time education and worked briefly at Strawberry Farms Golf Club and DoorDash. Charles Schwab 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 managed by an affiliate and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Randall Mceachern is a financial advisor at Raymond James & Associates with 46 years of industry experience. He has been with Raymond James & Associates since 2012 and holds a Series 63 designation. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Natalie Anderson is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of finance, she is a sole proprietor providing spiritual coaching on a limited, quarterly basis. She works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research and quantitative methods, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Brian Ablutz is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF. Outside of his advisory role, he is involved as an independent contractor with Arbonne International, supporting administrative and promotional efforts in health, wellness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christy Berglund is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior experience includes roles at Bank of America, Merrill, J.P. Morgan Securities LLC, and Prudential Insurance Company of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Jennifer Sugden is a Series 66 licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Morgan Stanley and Merrill, with recent experience at University Federal Credit Union. 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 wide range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

Christian Arroyo is a financial advisor with Osaic, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic, he worked at Fidelity Investments and has held various roles in sports and hospitality organizations, including the PGA Tour and several golf clubs. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and a platform that supports diverse investment programs and client types.

Jacob Thomas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings a range of experience within Fidelity, having served in multiple roles including Investment Consultant, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Throughout his career at Fidelity Investments, Jacob has developed a comprehensive understanding of investment and financial planning strategies. His progression through various positions at Fidelity reflects a broad expertise in financial consulting and investment solutions. Jacob's work is centered on providing guidance, clarity, and support to help clients navigate their financial lives with confidence.

David Porter is a Series 66 licensed advisor with Merrill in Austin, TX, with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 and profit-sharing plans, corporations, and charitable organizations.