Neha Sukumar is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at AXA Advisors, LLC and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing both advisory and brokerage solutions.

Wende Easter is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts and crafts, and growing flowers and spices for sale. 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 combines research and analytics with a broad platform of brokerage and advisory solutions.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, TEP Barnett USA, and Chesapeake Energy. Dustin is based in Austin, TX. Charles Schwab serves primarily 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervision and a distinctive operational structure.

Maximilian Jung is a CFP® certificant affiliated with LPL Financial in Austin, TX, with experience spanning various roles since 2016, including four years at First Western Trust Bank. He holds a Series 63 license and joined LPL Financial in 2026. Prior to his financial services career, he worked in healthcare talent management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and technology-supported portfolio management through a broad network of investment adviser representatives.

Christopher Vasquez is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2011 and joined The Netherton Group at Merrill Lynch Wealth Management in 2014. His advisory practice focuses on areas such as college education planning, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and managing new wealth. Born and raised in Texas, Christopher earned a Bachelor of Business Administration in Marketing from the University of Texas at San Antonio. He holds professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Christopher emphasizes building long-lasting client relationships and employs a holistic, goals-based approach to financial planning. Outside of his professional responsibilities, Christopher is a father of four and enjoys spending time with his family. His personal interests include bowling, fishing, golfing, music, running, and enjoying the outdoors.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Amy Birnbaum is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of her advisory role, she owns and operates a divorce and life navigation consulting business in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Robertson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at B4 Time Inc and Michiana Neurologic Medicine. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investment due diligence.

Alyse Cok is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, The Huntington National Bank, and Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

John Mc Coy is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior work includes roles with the Georgetown Chamber of Commerce, Southwestern University, and entrepreneurial activities through his self-employed business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance services.

Tracy Balboa is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2012. Outside of her advisory work, she is the managing member of Plumeria Ranch, LLC, where she helps sell plants grown on her family ranch and manages business operations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation supported by internal and third-party managers.

Mark Wiktor is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquid market strategies and manages all transactional business for his team. Mark oversees equity and fixed income portfolios exclusively for his clientele. He began his career in Private Wealth Management with Lehman Brothers in 1992, developing expertise in equities and liquid markets. Later, he and his current business partners expanded their practice at UBS Private Wealth Management, building it into a leading private wealth practice in the Midwest before joining Merrill in June 2017. Mark earned a bachelor's degree in finance from North Central College and an MBA with a concentration in finance from DePaul University. He holds the Personal Investment Advisor (PIA) designation. Mark has been recognized nationally with multiple accolades, including listings on Forbes' "Best-in-State Wealth Management Teams" and "America's Top Wealth Management Teams Private Wealth," as well as Barron's "Top 250 Private Wealth Management Teams" and "Top 1200 Financial Advisors in the U.S." He is also a member of the Western Golf Association. Outside of his professional career, Mark has personal interests in golfing, music, and traveling. He is also involved in various charitable organizations.

Johnathan Plappert is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior positions at Strategic Advisors and Fidelity Brokerage Services LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Dustin Whiting is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 65 and Series 63 designations and is based in Austin, TX. Dustin has been affiliated with Wells Fargo Bank, NA since 2006. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions.

Matthew Schaefer is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a board member and co-treasurer for the Jail to Jobs charity in Austin. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Homero Reza Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Primerica Advisors for five years before joining Charles Schwab in 2018. 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 advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Rachel Choate is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. She began her advisory career in 2023 with Edward Jones and has worked at Luminary Life Digital BGA before joining Equitable Advisors in 2025. Prior to entering the financial industry, her background includes roles at Betenbough Homes and Betenbough Business Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Lupalovsky is a Series 65 licensed financial advisor with Fisher Investments, based in Austin, TX, and has 10 years of industry experience. He has worked with Fisher Investments continuously since 2014. Outside of his advisory role, he is an owner of rental property in Dallas, TX. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and manages a broad range of accounts including sub-advisory and retirement plans.

Melissa Jameson is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 66 licenses with 31 years of industry experience. She has been with UBS since 1992. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services guided by proprietary research and model-based asset allocations.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.