Robert F. Escudero is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He provides clients with access to the investment resources of Merrill and the banking services of Bank of America to address various aspects of their financial lives. He designs and implements customized wealth management strategies aimed at helping clients and their families pursue personal financial goals while managing investment risk. Robert has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2020. His areas of expertise include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor designation. He earned a bachelor's degree in Economics and completed an Accredited Certificate Program from Pepperdine University. Robert is involved in the community through Habitat for Humanity in Williamson County and maintains connections with Pepperdine University organizations such as the Pepperdine Rugby Club and Sigma Phi Epsilon - Cal Psi Chapter. His personal interests include cooking, gardening, hiking, spending time with family, and traveling.

Mark Drinnan is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously was with Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm‑approved tools and models.

Gregg Abernathy is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at UBS since 2008 and has been affiliated with the Walter A. Haas School of Business since 1993. Outside of his advisory role, he is a sole proprietor of Angier Vineyards, a limited wine sales business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven advice tailored to clients’ goals and risk tolerances.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James & Associates and U.S. Capital Wealth Advisors, among others. He is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and investment strategies supported by proprietary research and technology, with a notable scale of operations including over 22,800 advisors and more than $819 billion in discretionary assets.

Johnathan Parohinog is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Cedar Park, TX. He has two years of industry experience, including prior roles at automotive and service companies such as Toyota and TQL. Outside of advising, he is a co-owner of FILO Residencies LLC, a business involved in arranging corporate leases. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans without portfolio management or institutional advisory functions.

Daniel Lacey is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023. He is a partner at Kramer Financial LLC and provides tax preparation services through his sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing tools such as asset-allocation models and automated rebalancing to construct portfolios across multiple asset classes.

Marissa Willis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in investment strategy and financial planning, providing personalized guidance to clients navigating complex financial decisions. Marissa's approach combines disciplined planning, efficient portfolio construction, and behavioral guidance to help clients maintain confidence and achieve their financial goals. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, and Certified Divorce Financial Analyst®. Marissa earned her Bachelor's degree from Colorado State University and has focused her expertise on areas such as college education planning, executive compensation, retirement planning, and tax minimization. Outside of her professional work, Marissa is involved with the NICU community through her board work with Hand to Hold. She balances her career with family life as a mother of two and enjoys activities such as golfing, traveling, and spending time with her family.

Michael Bergeron is a CFP®-certified financial advisor with five years of industry experience, currently associated with Charles Schwab in Austin, TX. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centrally integrated platform.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Marcus Leyva is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at Jjmack Group, LLC and Waddell & Reed, Inc., spanning over a decade. Leyva has a background in insurance through various carriers associated with W&R Insurance Agencies. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Draeger is a financial advisor at Charles Schwab with a Series 66 credential and under two years of industry experience. His work history includes roles at Charles Schwab, Fidelity Investments, and client relations positions. 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 and discretionary investment options supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Saina Yadlapalli is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2019 and previously worked at New York University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, 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 financial plans.

Cameron Buckelew is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Tricentis, Glg, Spencer Ogden, and the Houston Texans. Outside of his advisory role, he owns and manages C&A Capital, a holding company based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Marni Widen is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns Marntoons, a digital art business creating and selling digital artwork. J.P. Morgan Securities LLC 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.

Cecilio Urquiza Marquez is a financial advisor with Wells Fargo Clearing based in Austin, TX. He holds the Series 63 and Series 65 designations and has eight years of industry experience. Prior to his current role, he worked at EZCORP Texas EZPAWN LP dba EZMONEY Loan Services for twelve years. 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 grounded in research and modern portfolio theory.

Logan Clipp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Christopher Wieland is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2012. In 2023, he had a brief role at Tecovas. 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 in its recommendations.

Melissa Strilka is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process that employs firm-approved tools and modeling techniques.

Landon Marino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate ventures, including land acquisition and subdivision through his privately owned company Fortress Builders. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, offering a broad range of investment and financial services.

Tina Matthews is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2023, she spent 14 years at Sagepoint Financial, Inc. Matthews is also a Certified Divorce Financial Analyst (CDFA) and works with clients undergoing divorce, primarily assisting women in understanding and managing asset division. Additionally, she serves on the Mercy Committee of Austin Ridge Bible Church, which evaluates funding requests for individuals and families in need. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.