Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.

Michael Hosford is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation before joining LPL Financial in 2021. Outside of his advisory role, he owns Lone Ranger Leasing, Inc., a company that leases equipment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and BBVA-affiliated entities. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Leah Oliver is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and operates out of Bastrop, TX. Outside of her advisory role, she is involved in aircraft ownership through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cailin Mc Elrath is a financial advisor at Charles Schwab with 14 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2014, previously working at Stitch Fix for one year. Outside of her advisory role, Mc Elrath operates two clothing and textile businesses focusing on vintage and women's apparel, and maintains a personal blog covering fashion, lifestyle, mental health, addiction recovery, motherhood, and social justice topics. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services, offering a combination of non-discretionary and discretionary investment options supported by strategic asset allocation and alternative investment due diligence.

Matthew Hance is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Edward Jones since 2016 and briefly at Texas A&M University in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard.

Reece Cernoch is a financial advisor with LPL Financial in Round Top, TX, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management.

Walt Green is a Series 66-licensed financial advisor with Edward Jones in Giddings, TX. He has one year of industry experience and previously worked at Caldwell Intermediate ISD and Aflac/VIP. Green also served in the United States Marine Corps Reserves from 2016 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Dustin Gersch is a CFP® professional with 18 years of experience in financial advising, currently affiliated with Cetera. He has held positions at several firms, including Ameriprise Financial Services and Avantax, and manages his own seasoning company, Paleo Powder Seasonings LLC. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering a range of portfolio management, financial planning, and retirement solutions that combine discretionary and non-discretionary services alongside access to third-party managers and model portfolios.

Lindsey Boriack is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with multiple firms including Avantax Investment Services and Alliance Wealth Strategies. Outside of her advisory role, she is involved with Boriack Custom Designs, a retail products and design consulting business managed by her husband, where she assists with bookkeeping. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with multiple program structures and third-party managed options.

Mason Marozas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Royal Alliance Associates, INC., KU Student Money Management, Bixy, and ASA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Adam Straznicky is a financial advisor at Edward Jones in Bastrop, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously served at St. John's United Methodist Church for five years. Outside of his advisory role, he works as a ceremonial officiant and is developing a mobile application product. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,700 financial advisors.

Bradley Van Houten is a PFS™ credentialed financial advisor with three years of industry experience, currently with Cetera in Round Rock, TX. His career includes roles at Dauntless Wealth Management LLC and Avantax Advisory Services. Outside of advisory work, he serves as Treasurer for the Round Rock Police Foundation, a nonprofit supporting the local police department, and is involved in managing a CPA firm as well as operating a business offering tactical shooting and handgun classes. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement plan capabilities with trust and institutional resources uncommon for a firm of its size.

Robert Schobel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior experience includes roles at Royal Alliance and National Planning Corporation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various product offerings such as insurance and annuities.

Micah Oliver is a CFP®-designated financial advisor with Edward Jones, based in Smithville, TX, and has 10 years of industry experience. He has been with Edward Jones in various roles since 2014, with a one-year interval at TrueCar from 2016 to 2017. Outside of his advisory work, he is involved in vacation rental management through C & D Oliver Investments LLC and is a managing member of C & D Oliver Aviation LLC, an aircraft ownership entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.