Robert Seigendall is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Linde North America LLC before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 13 years at Fidelity Brokerage Services and several roles in the mortgage lending industry, with periods of extended travel. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational model.

Charu Yadav is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, Yadav held roles at Wells Fargo Bank, N.A., Nizari PFCU, and the YMCA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and retirement plan consulting supported by research from Wells Fargo Investment Institute and third-party sources.

Caroline Cecil is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she spent nine years at Deloitte Tax LLP. She serves as a board member for the Austin Chapter of the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Deborah Foust is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors and over two decades at Wells Fargo Bank. 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 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.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Joseph Camarena is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. He has also been associated with Wells Fargo Bank, N.A. since 2000. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Isioma Medua is a Financial Advisor at Merrill Lynch Wealth Management specializing in family wealth management, liquidity management, personal retirement planning, tax minimization, and supporting women and new wealth creators. She brings over 20 years of experience in the financial industry, including five years as a financial advisor, focusing on helping clients navigate major financial transitions and align retirement plans with long-term goals. Isioma primarily serves clients approaching significant liquidity events such as retirement, inheritance, career transitions, or business sales, as well as executives with concentrated stock positions. Isioma holds a Bachelor's degree from the University of Benin, Nigeria, and a Master's degree in Financial Management from Robert Gordon University in Aberdeen, UK. She has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Fluent in English and Igbo, Isioma also serves as President of the Austin chapter of the Association of Nigerian Women Entrepreneurs and Professionals (ANWEP), demonstrating her commitment to community involvement and professional development. Outside of her professional role, Isioma enjoys spending time with her family, reading, traveling, hiking, cooking, running, watching movies, and writing. She dedicates time to financial literacy initiatives and community empowerment, including serving as a Better Money Habits Champion at Bank of America and leading Bible studies.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, both since 2009. Outside of his advisory work, he co-owns a rental property in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at a large scale.

Rick Fuchs is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners and Raymond James Financial Services. His outside activity includes involvement with PRAETORIAN Private Wealth, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Miller is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to UBS, he worked at Charles Schwab and Purshe Kaplan Sterling Investments. Outside of his advisory work, he has worked as a delivery driver for DoorDash and UberEats. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based 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 tailor client strategies.

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Adam Chrestia is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

Kyle Greer is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC and ongoing tenure at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Erica Ruchman is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at FICO and Merge Healthcare, an IBM company. Outside of her advisory role, she has involvement related to design services through Accelerate Performance, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Oma Claunch III is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research since 2016 and has a longstanding role at Priority Planning Financial Consultants dating back to 1997. Aside from his advisory roles, Claunch serves as a board member and volunteer for the Twin Isles POA and is involved in ranch management through Lucky Four C LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals, providing a range of implementation strategies across multiple platforms with both discretionary and non-discretionary approaches.

William Waller is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at VALIC Financial Advisors for 10 years and Agia for 2 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Idolina Shumway is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has operated Shumway Wealth Management since 2012. Additionally, she serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of financial professionals, utilizing multiple custody and platform arrangements and a range of proprietary and third-party investment strategies.