Alexandria Rosa is a financial advisor with LPL Financial in Austin, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Her prior roles include positions at Charles Schwab and Space Cables LLC, as well as community involvement with Lake Travis United Methodist Church. LPL Financial is a national network serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Kimberly Pearson is a financial advisor with Fisher Investments based in Austin, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and offers sub-advisory and retirement plan services.

Samuel Duckett is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Prior to his career in finance, he worked at Beyondsoft Consulting, Inc. for four years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Emily Russell is a CFP® professional associated with LPL Financial in Austin, TX, with nine years of industry experience. Her career includes roles at University Federal Credit Union and CUSO Financial Services, LP before joining LPL Financial in 2025. Outside of her advisory work, she is a business owner of Russell's Customs Airsoft LLC and serves as a volunteer assistant swimming coach at Southwestern University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory programs, with investment management supported by various model portfolios, research resources, and alternative strategies.

Duncan Peightal is a financial advisor at Merrill with a Series 66 designation and experience starting in 2018. His prior work includes roles at Bank of America and Walgreens. 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 to individuals, high-net-worth clients, and institutional accounts.

Ian Withem is a financial advisor with Charles Schwab in Austin, TX, holding a CFP® designation and Series 63 and 66 licenses. He has five years of industry experience, including prior roles at TD Ameritrade and eToro USA. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Saskia Hamner is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. In her current position, she leverages Fidelity's planning-based approach to work closely with clients, building comprehensive financial plans tailored to their goals. Saskia holds a California Insurance License, enabling her to provide informed advice on insurance-related financial matters. She emphasizes building client relationships characterized by compassion and diligence, aiming to empower clients to take control of their financial futures. Outside of her professional work, Saskia enjoys activities such as football, golf, spending time at the lake, caring for pets, and skiing.

Shannon Willy is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2003. Outside of her advisory role, she serves as an executor for a non-investment related entity in Brownwood, Texas. 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 plans, corporations, and charitable organizations.

Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Apple and a restaurant, and he assists his father with plumbing work outside of his advisory duties. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services.

Francois Du Pasquier is a financial advisor at UBS Financial Services with a Series 66 designation and over 19 years of industry experience. He previously worked at Citi Global Wealth from 2005 to 2024 and was affiliated with Messorio Management LLC for one year prior to joining UBS. Outside of his advisory role, he is involved in managing personal real estate assets through LLCs jointly held with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services. The firm offers financial planning, portfolio management, and access to capital markets, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Locke III is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, employing research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Austin Turner is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Texas Capital Securities for multiple periods totaling four years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Laura Moellering is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

Moses Mendez is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, N.A. from 2004 to 2021. 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 advice. The firm’s process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Virginia Nassour is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Jacquelyne Ontiveros is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she held positions at Whole Foods Market, Starbucks, Lush Cosmetics, and Top Golf. Outside of her advisory work, she is involved in art and culture through her ownership of a photography business and participation in other local ventures. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive resources.

Stephen Truett is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Associates Insurance Group and Total Quality Logistics. Outside of finance, he has been involved in several entrepreneurial and service positions, including operating a fitness business and working in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ethan Gilbert is a CFP® with six years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, FSC Securities Corporation, and Aspiriant LLC. Gilbert also has experience as a paraplanner at ANFS, Inc., where he gathered client information and prepared financial plans. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Jonathan Alfred is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, concurrently working at Bank of America N.A. since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Strealy is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.