John Jefferson Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. He advises a range of clients including high-net-worth families, business owners, corporate clients, endowments, foundations, and non-profits. John began his financial career in commercial banking, specializing in financial solutions for companies and business owners, before joining Merrill Lynch Wealth Management in 1997. His experience includes constructing personalized portfolios, managing complex lending strategies, and overseeing asset allocation and wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree in finance from Texas A&M University. Outside of his professional work, he enjoys biking, fishing, football, hiking, hunting, and spending time with his family.

Sakshi Dhavalikar is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked with J.P. Morgan Private Bank and held various roles at the University of Texas at Dallas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research to develop model asset allocations and incorporates a range of eligible investment strategies.

George Covert Jr. is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Bank 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts, 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Christopher Vasquez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2011 and began his tenure with The Netherton Group at Merrill Lynch in 2014. Christopher's professional focus includes college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Born and raised in Texas, Christopher earned a Bachelor of Business Administration in Marketing from the University of Texas at San Antonio. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). His approach centers on building long-term client relationships and employing a holistic, goals-based methodology to assist clients in achieving their financial objectives. Outside of his professional role, Christopher is a father of four and enjoys spending time outdoors with his family. His personal interests include bowling, fishing, golfing, music, and running.

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 with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. She is also the owner of TXDC3, LLC, offering divorce and life navigation counseling services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jacob Robertson is a financial advisor at Charles Schwab & Co., Inc. in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Previously, he worked 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 program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Alyse Cok is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has held roles at JPMorgan Chase Bank, The Huntington National Bank, and worked at The Ohio State University across multiple years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process is supported by centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

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 at Charles Schwab in Austin, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Strategic Advisors and Fidelity Brokerage Services LLC. He has been with Charles Schwab since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 blend of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and supervisory systems.

Dustin Whiting is a financial advisor with Wells Fargo Clearing based in Austin, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he has been associated with Wells Fargo Bank, NA since 2006. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Schaefer is a financial advisor at UBS Financial Services with 21 years of industry experience. He has worked at UBS since 2008 and was previously with Merrill from 2005 to 2008. He holds the Series 66 designation. Outside of his advisory role, Schaefer serves as a board member and co-treasurer of the Jail to Jobs charity in Austin, Texas. 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 utilizes proprietary research and model-based asset allocations to tailor client 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.

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 with 32 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

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.