Joshua Levinson is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab in 2023, he worked in various roles including positions at ClassUp and Power Home Remodeling. Charles Schwab 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Adam Kurak is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Alexandria Rosa is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. She has previously worked at Charles Schwab and operated a business called Space Cables LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

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 financial advisor with LPL Financial in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. She has nine years of industry experience, including prior roles at University Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory work, she volunteers as an assistant swimming coach at Southwestern University and owns Russell's Customs Airsoft 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary 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 having seven years of industry experience. Prior to joining Schwab in 2019, he worked at Apple for three years and briefly assisted in a plumbing business. Outside of his advisory role, he assists his father with installing water heaters during his personal time. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

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 at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions across a broad range of financial products and services.

Austin Turner is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Texas Capital Securities and JPMorgan Chase Bank, N.A. Outside of finance, Turner has worked in various non-advisory roles including service industry positions and a brief tenure with the U.S. House of Representatives. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

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® certificant with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including OSAIC, FSC Securities Corporation, and Aspiriant LLC. Gilbert is also involved as a paraplanner at ANFS, Inc., where he assists in gathering client information and preparing financial plans. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.