Alan Shaw is a financial advisor at Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses with 13 years of industry experience. Before joining Morgan Stanley in 2026, he spent 13 years at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of financial advisory, he is a passive minority investor in a healthcare IT startup, Manta Health. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Chantell Gonzales is a CFP®-designated financial advisor with Edward Jones in Austin, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016 and also works as a personal trainer at a fitness center, teaching early morning Boot Camp and Spin classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, known for its extensive advisor network and affiliated financial services.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

David Schoen is a CFP® and Series 66 designee with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Austin, TX. He has been with UBS since 2015. Outside of his advisory role, he is the treasurer of an agricultural LLC involved in leasing rural land to farmers, hunters, and oil and gas companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored portfolio management and financial planning services. The firm operates across multiple capacities, including brokerage, investment advisory, and futures commission merchant activities.

Elisabeth Bailey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. She previously worked for 16 years at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities supported by proprietary research and model-based asset allocations.

Brittanie Bailor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Dimensional Fund Advisors and JP Morgan Chase & Co., as well as an academic appointment at The University of Chicago Booth School of Business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bryan Mitchell is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America and Wells Fargo, among others. Outside of his advisory duties, he serves as President of the Meadowland Homeowners Association in Alvin, TX. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ashley Brueckner is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, NA since 2020. Outside of advising, she is the managing member of Locker Mobility LLC, a company providing temporary storage solutions, and serves on the Grant Advisory Board of the Fertility Foundation of Texas, which supports uninsured infertility patients through fundraising and grant awards. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering advisory services on a non-discretionary basis.

Nephi Bushman III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at JC Shields Real Estate and the Department of Veterans Affairs. Outside his advisory role, he is a partner at Bushcraft Arms LLC, a local shooting range and firearms business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services and serves multiple registered investment companies, leveraging systematic methodologies and long-term asset allocation benchmarks.

Ryan Hoehn is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Equitable Advisors and various companies outside finance, such as DoorDash, Lyft, and Viacom. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages funds with oversight controls and systematic methodologies.

Cody Brown is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds the Series 66 designation. He has worked at Wells Fargo entities since 2016, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Kallie Nichols is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop, implement, and maintain financial plans tailored to their unique goals. She focuses on building long-term relationships based on trust to guide clients through various stages of their financial lives. Kallie has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. Her experience spans multiple aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kallie has interests in food, parenthood, pets, traveling, and yoga.

Josue Bermudez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and Banc of America Merchant Services. 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.

Steven Hoag is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. He holds the Series 66 designation and is based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. 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 approach supported by centralized custody and operational infrastructure.

Stephen Hultgren is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, with prior roles at Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Stephanie Emory is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Michael Arriaga is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options, distinguishing it among large institutional advisers.

Randy Laboy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Charles Schwab for eight years and Kestra Investment Services for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Soly Kor is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Kor is also the owner of Kor Financial Wellness, a financial advisory business based in Austin. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals using a variety of portfolio management and advisory platforms.