Cory Massey is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Wells Fargo, Massey worked at Stephens Inc for 18 years and held roles at Cadence Bank and the Texas Department of Savings and Mortgage Lending. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Paul Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds, tax-efficient services, and securities-based lending options.

David Van Winkle is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heather Dempsey is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes multiple tenures at UBS Financial Services, as well as a brief period at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including fee-based planning, portfolio management, and capital markets services.

Austin Blaue is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group / American Funds Service Co. for eight years. Outside of finance, he has experience in the retail and service sectors, including time at Prairie Highlands Golf Course and Peachwave Frozen Yogurt. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Matthew Voss is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by proprietary tools and analysis.

Timothy Shirley is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008. Outside of his advisory role, he is involved with The S Life, a family-focused social media account managed by his wife. 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 institutional accounts.

Megan Lundberg is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and eight years of industry experience. She has been associated with Bank of America and Merrill since 2010. Outside of her advisory role, she is a general partner and managing member of Belmont Homestead LLC, where she is involved in selling chickens and farm produce in Virginia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Block is a financial advisor with Thrivent Investment Management in Austin, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Schwab Retirement Plan Services from 2016 to 2024. Outside of his advisory role, he serves as an elder at Redeemer Lutheran Church, assisting its pastors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on a broad range of topics without portfolio management or institutional advisory services.

Tanisha Walter is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she models sports equipment and clothing for Shop LC and serves as a mentor for youth involved with The Colours Program, a nonprofit organization. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Cross is a financial advisor with Edward Jones in Austin, TX, holding CFP®, ChFC®, and Series 66 credentials with five years of industry experience. He previously worked at JPMorgan Chase Bank for 13 years before joining Edward Jones in 2020. Outside of his advisory role, he is listed as a managing member of Goldilocks Cookie Co., LLC, a business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Margaret Bryant is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including seven years at Merrill and several years at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kerrington Bigsbee is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. His background also includes involvement with Indiana University’s business programs and Ernst & Young LLP. 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, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Ronald Medaris Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an executor for his father-in-law's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Jordan Nolden is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Charles Schwab and Kasasa. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Jack Cramer is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he spent two years at Austin Subaru and operated an apparel design business, Patchwork Soul LLC, from 2020 to 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Cruise is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, incorporating a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jonathan Dayton is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Luke Ellis is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, and Elefos, along with work experience at the University of Florida and Snap-On Tools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Anna Fransen is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with OSAIC, where she has worked since 2023. Her prior roles include positions at JP Morgan Securities, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a broad range of investment products and third-party solutions.