Jens Busch Jr. is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is the owner of SXSW6 Financial Planning, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring its advisory engagements as annual collaborative relationships with a focus on goal-based analysis and recommendation of investment categories.

Gabriel Bussemey is a Series 66-registered financial advisor with Cetera in Austin, TX. He has less than one year of experience in the industry and previously held multiple roles at A+ Federal Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

Alex Tang is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property in Georgetown, Texas. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ridge Dutkin is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Outside of his advisory role, Dutkin is the lead singer of the band HeartBound. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary investment management.

Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Zahra Baldwin is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise and Ameriprise Financial Services Inc, as well as work with the Fashion Institute of Design and Merchandising and Catalia Development Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Olivia Broussard is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Olivia is committed to creating personalized financial strategies that align with her clients' goals, values, and long-term visions. She obtained her Bachelor's Degree from Texas Christian University, where she double majored in Finance and Entrepreneurial Innovations. Prior to joining Merrill, Olivia worked at Equitable Advisors, assisting educators with their retirement benefits, an experience that sparked her commitment to financial planning. She holds the Personal Investment Advisor (PIA) designation. Olivia actively participates in community organizations, including the Kappa Alpha Theta Alumnae Chapter Austin and the Young Women's Alliance. Her personal interests include cooking, dancing, golfing, music, singing, spending time with her family, and practicing yoga.

Sean Evans is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Securities, Bank of America, and Merrill. Outside of finance, he is involved in the arts, occasionally selling his own visual artwork, and serves as a self-defense coach at a local Jiu Jitsu club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, focusing on investment policy statement development, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Adam Salazar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab in 2026, he worked at Fidelity Investments in various roles from 2022 to 2026. Before transitioning to finance, Salazar worked in the restaurant industry. Charles Schwab & Co., Inc. serves a large client base, 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, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Grace Mabie is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at PaymentWorks, Aeropay, and CommonFont. She served with the Ravina Festival Association from 2014 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research and includes broader derivatives and commodities capabilities.

Cody Ross is a financial advisor at UBS Financial Services with Series 66 credentials and recent industry experience beginning in 2026. Prior to joining UBS, he worked at Extraco Banks and Community Bank & Trust, and held roles at Altus Analytics Group and Baylor University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary research, model-based asset allocations, and capital market assumptions to tailor financial plans and portfolio management.

Andrew Kennedy is a Series 66 licensed financial advisor with J.P. Morgan Securities in Austin, TX, with four years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory work, he serves as Vice-Chair of the International Stewardship Board for the International Federation of L'Arche Communities, a nonprofit focused on communities for people with and without intellectual disabilities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Ramiro Herrera Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Equitable Advisors. 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 employs research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Lynn Beal is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a broad client base ranging from individual investors and charitable organizations to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jonathan Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise Advisor Services, Inc. and SPC, among other firms, and serves as president of Terra Lumen Energy Partners, Inc., a business entity focused on tax and investment purposes. His career also includes involvement with tax preparation and accounting services through Akamai 5280 Tax Professionals LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services supported by various investment strategies and operational tools, with a distinctive scale that includes affiliated financial activities alongside its advisory platform.

Sarah Stackpole is a financial advisor with MassMutual Investors Services in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at MML Investors Services, LLC since 2021 and has been with MassMutual Life Insurance Co since 2020. Prior to her current roles, she was involved with Sydell Hotels LLC and Kriya RevGEN LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Noralee Meeks is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and previously at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment committee insights.