Binh Nguyen is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 25 years of industry experience and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2002. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gloria Spencer is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment strategies and client portfolio management. Ms. Spencer earned her bachelor's degree from the University of Houston. Her role focuses on providing tailored financial advice to clients, drawing on her knowledge and experience in wealth management.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Gabriel Bussemey is a Series 66-registered financial advisor with Cetera in Austin, TX. He has less than one year of experience in the industry and previously held multiple roles at A+ Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Robert Ruff is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including previous work at Charles Schwab & Co., Inc. and CPS Energy. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining scale and a broad range of financial services.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

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.

Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

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.

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.

Adam Salazar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2026, he worked at Fidelity Investments in various roles from 2022 to 2026. Before transitioning to finance, Salazar worked in the restaurant industry. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

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.

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 financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA since 2013. Kennedy serves as Vice-Chair of the International Stewardship Board for the International Federation of L'Arche Communities, a nonprofit organization supporting people with and without intellectual disabilities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lynn Beal is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a broad client base ranging from individual investors and charitable organizations to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jonathan Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise Advisor Services, Inc. and SPC, among other firms, and serves as president of Terra Lumen Energy Partners, Inc., a business entity focused on tax and investment purposes. His career also includes involvement with tax preparation and accounting services through Akamai 5280 Tax Professionals LLC. 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 broad range of advisory and brokerage services supported by various investment strategies and operational tools, with a distinctive scale that includes affiliated financial activities alongside its advisory platform.

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.