Cody Ross is a financial advisor at UBS Financial Services with Series 66 credentials and recent industry experience beginning in 2026. Prior to joining UBS, he worked at Extraco Banks and Community Bank & Trust, and held roles at Altus Analytics Group and Baylor University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans and portfolio management.

Andrew Kennedy is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX, bringing three years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2013. Outside of his advisory role, Kennedy serves as Vice-Chair of the International Stewardship Board for the International Federation of L'Arche Communities, a nonprofit organization supporting people with intellectual disabilities worldwide. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lynn Beal is a ChFC® credentialed financial advisor with 14 years of industry experience, currently with Equitable Advisors in Austin, TX. She has been with Equitable Advisors since 2016, following prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Jennifer Ward is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at UBS Financial Services since 2007, with a brief tenure at Venturi Private Wealth in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to customize client plans.

Matthew Rappaport is a financial advisor at UBS Financial Services with eight years of industry experience. Prior to joining UBS in 2018, he worked at McKool Smith, PC. Outside of his advisory role, he manages MBR Innovations LLC, a company that holds inventions and patents. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Buttelman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and over four years of professional experience. His prior roles include positions at GWN Securities, Equitable Advisors, and several companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Dylan Elias is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds a Series 66 designation and has experience working at Wells Fargo Bank, Stifel Independent Advisors, and Kemper. Prior to his advisory career, he worked in the food service industry and attended Auburn University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving large institutional clients with tailored plan solutions.

Andus Chan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Reliant Business Valuation, Morgan Stanley, and Merck. 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 recommendations.

Carol White is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing five years of industry experience. She has been with JPMorgan Chase in various capacities since 1983, including her current role at JPMORGAN Securities LLC since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Ryan Gerdts is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and having nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James. Outside of his advisory role, he owns In Vino Veritas Consulting, a wine consulting business. 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management strategies.

Jennifer Murphy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as trustee and co-manager for family limited partnerships involved in estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to deliver collaborative, written financial planning recommendations.

Jennifer Miller is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, Miller serves as a board member for KLRU-TV, Austin PBS, dedicating approximately eight hours per month to this role. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Frederickson is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is based in Austin, Texas. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting its advisory work with proprietary research and model-based asset allocations.

Patrick Lantzy is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Northwestern Mutual Wealth Management Company and related entities. Based in Austin, TX, he holds the Series 63 license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Ashton Roane is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses. Roane has one year of experience at LPL Financial and previously worked at Cohnreznick for four years. Outside of his advisory role, he has entrepreneurial experience running Fabians Latin Flavors for seven years and operated Dizzy Rooster for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research, and offers both discretionary and non-discretionary management solutions.

Matthew Stephens is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gisel Negrete Rubio is a financial advisor at Merrill with Series 66 and Series 63 designations and three years of industry experience. Her prior work includes positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. She is currently based in Austin, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Jay Daily is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.