Wade Heidmann is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing a comprehensive approach to wealth management across a broad range of client needs. Since joining the team in 2002, Wade has focused on advising the next generation of families served by Heidmann, Jefferson, Wood & Associates. His experience as a small business owner, community leader, and member of a family business enhances his ability to connect with multi-generational clients. He also supports individual investors and provides retirement education to employees of 401(k) clients, collaborating on educational content for institutions such as Merrill and Bank of America. Wade holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He completed a non-accredited certificate program at Austin Community College and earned his high school diploma from Westlake High School. Outside of his professional commitments, Wade spends time with his family and pursues interests in gardening, cooking, chess, drawing/sketching, hiking, and woodworking.

Peter Conforti is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Entirety Financial, and Edward Jones. Prior to his financial services career, he spent 15 years with the Texas Education Agency and State Board for Educator Certification. J.P. Morgan Securities LLC 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 an ESG eligibility framework.

Caroline Marmitt is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic planning and service aimed at bringing transparency and confidence to their financial picture. She has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative from 2022 to 2023, and as a Relationship Manager from 2023 to 2025 before assuming her current position in 2025. Prior to joining Fidelity, Caroline worked as an Electronic Communication Specialist 2 at TD Ameritrade from 2021 to 2022. She brings experience in client relationship management and financial services to her current role. Outside of her professional career, Caroline enjoys spending time with friends and attending social events. Her personal interests include pilates, reading, traveling, and yoga.

Lana Macrum is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of the financial industry, she is involved as an owner and partner of a restaurant concept in Dallas and works as a contractor for Austin Woman Magazine, a local publication that highlights female leaders and networking opportunities in the Austin community. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services including asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Josef Barr is a Financial Advisor at Merrill Lynch Wealth Management who serves individuals, families, private foundations, endowments, and 501(c)(3) nonprofit organizations. He provides professional investment management and financial planning with a focus on helping investors steward wealth, allocate capital, and give strategically. His expertise includes personalized financial planning, ongoing advice and guidance, estate and retirement planning strategies, investment management, and endowment and foundation management. He works with clients to design financial plans that align with their values, goals, and long-term vision, incorporating areas such as philanthropic planning and socially responsible investing. Josef holds a Personal Investment Advisor (PIA) designation and has earned a Bachelor's Degree from West Coast Bible College and a Master's Degree from Grace College of Divinity. In his personal time, he enjoys adventure sports, boating, fishing, hiking, hunting, music, and spending time with his family.

Robert Heiser III is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012. Outside of his advisory work, he is the founder of the Austin Motor Club, a website focused on Formula One content. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering clients tailored financial plans without individual security recommendations as part of standalone services.

Zachary Fors is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Kovitz and iAngels, as well as academic and tutoring positions at Tulane University. Outside of finance, he occasionally works as an illustrator, painting book covers on a contract basis. 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 multiple market-facing registrations and delivers advisory services alongside brokerage and investment management capabilities.

Patrick Woodman is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has 13 years of industry experience, including 14 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Levi Sikkema is a Series 65-licensed financial advisor with Fisher Investments, based in Austin, TX. He has 14 years of industry experience and has been with Fisher Investments since 2011. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management with a centralized investment approach that incorporates both quantitative and qualitative research. The firm manages diverse portfolios using tax-aware strategies and risk management techniques across multiple asset classes.

Tiva Lewis is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2005. 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 incorporates modern portfolio theory, serving plan objectives with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Ted Gray Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team focus on the complex investment and banking requirements of ultra-affluent clients. Since joining Merrill Private Wealth Management in 2017, Ted has emphasized customized wealth planning strategies, risk management, alternative asset investment, private equity, estate planning, and philanthropic planning to address clients' diverse financial needs. With a career in financial services beginning in 1973, Ted brings decades of experience advising individuals, families, banks, and foundations. His approach centers on Goals Based Wealth Management, which prioritizes clients' unique concerns, financial goals, and risk tolerance to develop personalized strategies. He and his team also pay close attention to market psychology and investor behavior history to complement quantitative analysis. Ted earned a Bachelor of Arts degree with emphasis in history from Yale University in 1972. He has served on bank, corporate, and philanthropic boards. Outside of his professional endeavors, Ted enjoys cooking, fishing, football, hiking, horseback riding, hunting, reading, spending time with his family, traveling, and watching movies.

Dennis Hobbs is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes seven years at City National Bank and over 17 years with RBC Capital Markets. Outside of his advisory work, he assists with a Financial Peace University class at The Lakeway Church and serves on the board of the Austin Executives Association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a broad range of clients, including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies implemented through various in-house and third-party managers and supports diverse account structures with options for tax management and responsible investing.

Randy Rousseau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007, including JP Morgan Chase Bank and Chase. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Kory Johanning is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and discretionary management options, with a broader range of financial products than typical large institutional advisers.

Joshua Holwerda is a Financial Advisor at Merrill Lynch Wealth Management, serving clients across Texas and beyond. He specializes in connecting various aspects of clients' financial lives to help prioritize and pursue their most important goals. Holding designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA), Joshua works with individuals, families, and business owners to develop tailored financial strategies. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Joshua’s approach emphasizes building strong relationships and maintaining connection throughout all stages of a client's financial life. Joshua earned his High School Diploma from Gull Lake Community High School. He contributes to the community as a member of the Anti-Defamation League's Glass Leadership Institute and serves on the Congregation Beth Israel Brotherhood Committee. Outside of his professional role, Joshua enjoys cooking, gardening, music, reading, rock climbing, skiing, and yoga.

Dorothy Jones is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company and Verizon. In addition to her advisory role, she owns Wisdom Wealth, LLC, where she provides consulting, public speaking, and life coaching services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Jon Albright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Noah Alderson is a financial advisor with Wells Fargo Clearing in Austin, TX. He holds Series 65 and Series 63 credentials and has been with Wells Fargo in various roles since 2023. His prior work includes positions with the Orange County Registrar of Voters and a federal congressional campaign. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

David Lorio is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Kevin Crabb is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including his current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to entering the financial industry, he attended the University of Texas at Austin. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.