John Gamblin is a CFP® with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A., where he has been employed since 1996. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Edward Moreland Jr. is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2016 and concurrently with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Amy Wester is a Series 66 licensed financial advisor with Merrill in Austin, TX, where she has worked since 2009. She has 19 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Nancy Mcdonald is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at UBS Financial Services, Merrill, and Bank of America, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customizable investment programs and portfolio management services utilizing both in-house and third-party managers, with options for tax management and responsible investing.

Morgane Rodiek is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles within the education sector for eight years. She also owns a residential rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

John Attard is a Private Wealth Manager at Merrill Private Wealth Management, specializing in family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among other areas. He collaborates with families, entrepreneurs, and financial professionals to address the creation, management, and stewardship of wealth through personalized financial strategies geared toward clients’ long-term goals. With over 30 years of experience in private banking, wealth management, and business consulting, John brings a broad perspective to his client relationships. He has held financial advisory roles at UBS and Citigroup and served more than 14 years as an active duty reservist in the U.S. Navy, retiring as a Lieutenant Commander in 2006. John holds a Bachelor of Science degree in finance and accounting from Southern Illinois University and an MBA with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. He has also earned the CERTIFIED FINANCIAL PLANNER® designation along with certifications in Sports & Entertainment Accredited Wealth Management. John is a member of the Bank of America Military Support & Assistance Group (MSAG) and has been involved with the College of DuPage Foundation as a former board member. He is also a member of MenLiving. His personal interests include adventure sports, biking, camping, cooking, golfing, hiking, music, reading, writing, and yoga.

Peggy Godwin is a Series 63-licensed financial advisor with UBS Financial Services in Austin, TX, where she has worked since 2000. She has 43 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Timothy Ma is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and 11 years of industry experience. In addition to his advisory role, he is involved in several entrepreneurial ventures, including ownership of Allure Designs, a personal branded product business, and Wampum House, a short-term vacation rental operation. He also works as a contractor in car rentals through Turo Rentals. 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 broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and due diligence framework.

Ronald Pinckard is a financial advisor at Cambridge Investment Research Advisors with 53 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016 and has been self-employed since 1980. Outside of advisory work, he serves as CEO of Innet Financial Group Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Donald Carpenter is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2012. Based in Austin, TX, he supports clients through Schwab’s wealth advisory programs. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services. Their investment approach includes multi-asset model portfolios, both non-discretionary and discretionary account options, and a formal process for alternative investments.

Frank Stogner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 license and 24 years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he operates a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Adam Villalpando is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2015. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Schoppmann is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing wealth planning and investment advice since 2013. He analyzes, constructs, and adjusts client portfolios to help pursue specific goals, risk profiles, and objectives. Brian collaborates with his business partners to offer banking, lending, insurance, and estate planning services to his clients, conducting ongoing research across multiple asset classes including equities, fixed income, passive strategies, and third-party investment managers. Brian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and a bachelor's degree from Dickinson College. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Brian serves on the Board of Managers for the TownLake YMCA and is affiliated with The SAFE Alliance. He resides in southwest Austin with his wife, Alexandra.

Lisa Deterding is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at KIPP Austin Public Schools-Vista from 2015 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Bailey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory role, Bailey serves on the boards of Goodwill San Antonio and the Texas A&M Association of Former Yell Leaders, where he is involved in governance and scholarship oversight. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are non-discretionary, with clients retaining final decision-making authority.

Reid Shafran is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Stream Realty Partners and educational engagements at the University of Texas at Austin and the University of Colorado Boulder. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates with both broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Elizabeth Jensen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding the CFP® designation along with Series 66 and Series 63 licenses. She has five years of industry experience, including prior roles at Northern Trust Bank and Northern Trust Securities, and over a decade at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with a large team of financial advisors and offers both brokerage and advisory solutions.

Bruce Stewart is a financial advisor with Fisher Investments in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Arete Wealth Management LLC and KBS Capital Markets Group. Outside of his advisory work, he manages personal investments through an ownership interest in B&T Acquisitions, LLC. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios.

Jennifer Tuttle is a Series 66-licensed financial advisor with J.P. Morgan Securities in Austin, TX, where she has worked since 2014. She has 11 years of industry experience. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.