David Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has previously worked at FSC Securities Corp and H. Beck, Inc. Outside of advising, he coaches Brazilian Jiu Jitsu classes. 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 advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody platforms tailored to client objectives.

Patrick Parker is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designations of Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and Personal Investment Advisor (PIA). Patrick earned his Bachelor's Degree from the Texas State University System. With over a decade of experience in the financial services industry, Patrick assists clients in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, investment strategy, and tax minimization. His approach emphasizes understanding clients' unique goals and circumstances to provide tailored strategies that help them pursue their financial objectives. Outside of his professional work, Patrick enjoys spending time with his family and two huskies, playing golf, traveling to experience different parts of the world, camping, cooking, football, hiking, ice hockey, music, and reading.

Joel Yun is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at RJ Ventures, Bank of America, and Merrill. 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 affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Glen Carter is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 credential and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a director overseeing investment management for WESTPATH, a pension asset management organization with $21 billion in assets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management and financial planning services through various advisory programs and leveraging both in-house and third-party investment resources.

Ava Wampler is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at SENERGY and has a background that includes positions at JPMorgan Chase Bank and University of Mississippi. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice and manager searches. The firm’s process integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Derek Nelson is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at UBS since 2021 and previously was with J.P. Morgan Securities for 14 years. Outside of advising, he owns a vacation property in Costa Rica that he rents via VRBO when not in use. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based strategies to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and lending services.

David Kincannon is a financial advisor with LPL Financial in Austin, TX, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. Before joining LPL Financial in 2024, he spent 11 years with MML Investors Services and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning and a variety of advisory programs, including model portfolios and retirement plan consulting.

Kobi Owen is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Capital Creek Partners and Ameriprise Financial Services. Outside of his advisory role, he assists part-time with financial consulting and marketing for a family-owned interior design firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and access to both in-house and third-party investment managers.

Payton Lovell is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and previously owned a student summer storage company in Houston, managing projects and advertising. Lovell has worked with North Star Resource Group in securities and planning prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across multiple program structures.

Andres Alvarez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Edward Jones for two years and spent 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Thelen is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Vi Phung is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at The RealReal and Yelp, Inc. Outside of her advisory role, she provides dog walking services through the Rover app. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Celeste Lay is a financial advisor with LPL Enterprise, holding a Series 66 credential and based in Austin, TX. She joined LPL Enterprise in 2025 and has prior work experience spanning roles at Leadsimple, Mindbody, Udacity, Civitas Learning, and Xerox Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Nevin Arimilli is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley in 2026, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2023 to 2026. He also has experience connected to the University of Texas at Austin and a role at A Better Exchange Global. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joseph Inskeep is a CFP®-designated financial advisor with LPL Financial, based in Austin, TX, and has 15 years of industry experience. He has worked at several firms including MWA Financial Services, Modern Woodmen of America, and various financial advisory firms. Outside of his advisory role, he is the owner of 512 Seasoning Company, a home-based seasoning business he started in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, model portfolios, retirement consulting, and incorporates both discretionary and non-discretionary management approaches.

Jay Alexis is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Gabriel Tranel is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has held roles at Cetera and its affiliated entities since 2023, as well as at Northstar Resource Group. Outside of his advisory work, he assists physicians with disability insurance through his role as a disability insurance specialist. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Tanner Hout is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Earlier in his career, he was affiliated with Indiana University Kelley School of Business, First National Bank in Olney, and Olney Central College. 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 combines a non-discretionary advisory model with access to affiliated discretionary SMAs, offering a multi-asset, model-based investment approach supported by research from Schwab Center for Financial Research.

John Puailoa is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at UBS Financial Services and Wells Fargo Advisors. Puailoa serves as board member and treasurer for Texas Accountants and Lawyers for the Arts, a nonprofit organization based in Austin focused on art and culture. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Kyle Douglas is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. Outside of his advisory role, he plays bass in a band called Walkabouts that occasionally performs for pay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services tailored to clients’ goals and risk tolerances.