Andrew Nida is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He also has a background in recreational services and university employment. Outside of his advisory role, he sells insurance through fixed and variable annuities when suitable for clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services along with access to multiple investment platforms and model portfolios.

Jessi Underbrink is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, she worked at Wells Fargo Bank, nA, Willow Bend Mortgage, and operated self-employed ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both non-discretionary and discretionary plan management.

Natalie Anderson is a financial advisor with Fidelity in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is the sole proprietor of a spiritual coaching business, meeting with individuals on a minimal basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Ablutz is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF. Outside of his advisory role, he is involved as an independent contractor with Arbonne International, supporting administrative and promotional efforts in health, wellness, and beauty products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs.

Christy Berglund is a financial advisor at Wells Fargo Clearing with four years of industry experience. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Prudential Insurance Company of America. She holds Series 63 and Series 66 designations and is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Jacob Thomas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings a range of experience within Fidelity, having served in multiple roles including Investment Consultant, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Throughout his career at Fidelity Investments, Jacob has developed a comprehensive understanding of investment and financial planning strategies. His progression through various positions at Fidelity reflects a broad expertise in financial consulting and investment solutions. Jacob's work is centered on providing guidance, clarity, and support to help clients navigate their financial lives with confidence.

David Porter is a Series 66 licensed advisor with Merrill in Austin, TX, with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Rabinovich is a Series 63 licensed financial advisor with UBS Financial Services in McAllen, Texas, where he has worked since 1994, accumulating 32 years of industry experience. He is a managing partner of H&R Partners, overseeing legal and accounting compliance for the business. He also serves as manager of Venture BAAMM LLC, which invests in a local bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Etsell is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America, National Credit Center, and Spectrum Business. 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, and institutional investors.

Stefani Price is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services since 2017, as well as MassMutual Life Insurance Company since 2016. Prior to that, she spent 19 years at Metlife Securities Inc. She is also the managing member of a family real estate holding company representing inherited land interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Michael Costa is a financial advisor at UBS Financial Services in Austin, TX, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocations.

Robert Schmelzer is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 designations and 13 years of industry experience. He has worked with First Allied Securities and First Allied Advisory Services before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with various program options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Taylor Boice is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Stifel Nicolaus, and Frontier Bank of Texas, where he also manages the Frontier Wealth Advisors Program. Boice is based in Austin, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning supported by a centralized service team using proprietary research and algorithmic tools.

Elizabeth Stevens is a financial advisor at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Hines Securities Inc., NexTrend Securities, and Sandlapper Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Lin Edwards is a financial advisor with Wells Fargo Advisors in Austin, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Edwards worked at Bank of America and Merrill. He is also the owner and trustee of Monarch Wealth Management Inc., an investment-related business based in Bee Cave, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Sebastian Yates is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Procter & Gamble and several companies in the food service industry. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by structured discovery processes and advanced planning tools.

Charles De Voe is a financial advisor with LPL Financial and holds a Series 66 credential. He has 10 years of industry experience, having previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Steward Partners Global Advisory, Raymond James Financial Services, Bank of America, and Merrill Lynch. He also manages a financial consulting business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven approaches.

George Caviedes is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Outside of his advisory role, he owns Mozzafiato Homes LLC, a residential interior design and remodeling business based in Austin, Texas, where he is involved in bookkeeping and sales consulting. 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 a team of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

John Deng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015 and is currently an owner and partner at Jstar Capital Investments IV, LLC, an investment entity focused on purchasing promissory notes related to a medical device company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Eric Stromfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to the priorities and goals of his clients. He focuses on helping clients manage various aspects of their financial lives, including college education planning, legacy planning, liquidity management, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income. Eric applies a client-centered approach to wealth management, emphasizing a thorough understanding of what is most important to each client. Eric holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute in conjunction with The Yale School of Management, as well as the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the University of Maryland's Robert H. Smith School of Business. Eric has lived and worked in several regions, including Washington, DC, the San Francisco Bay Area, New Jersey, and currently resides in Liberty Hill, Texas, with his wife and two sons. In addition to his professional work, Eric is involved in the Morris County Chamber of Commerce and Sustainable Morristown, and he supports community organizations such as the Special Olympics of New Jersey and ARC Morris. Outside of work, he enjoys basketball, chess, and spending time with his family.