Dina Slaibi is a financial advisor at Edward Jones in Lakeway, TX, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020, excluding a one-year period of unemployment. 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 investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reagan Rentschler is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Buda, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kip Harris is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Harris is also the owner of Capital Wealth Advisors, LLC, a financial advisory firm based in Bee Cave, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services that cover various specialized needs and optional implementation through its brokerage or advisory programs.

Graham Heck is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Steward Partners Investment Solutions, Praetorian Wealth Management, Raymond James Financial Services, and Wells Fargo Advisors. He is based in Bee Cave, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

Casey Moss is a financial advisor at LPL Financial based in Austin, TX, holding a Series 66 designation with one year of industry experience. He has been involved with AVEC Enterprises LLC since 2012. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Colin Tracy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held various positions across different sectors, including roles at RideCentric, Nektar, and Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Patrick Lantzy is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Northwestern Mutual Wealth Management Company and related entities. Based in Austin, TX, he holds the Series 63 license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in managing several business entities related to real estate rental and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

London Chamberlain is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. He has held roles at LPL Financial and The Fox Alliance Wealth Advisors since 2021. In addition to his advisory work, Chamberlain is involved in mentoring and seminar instruction for new transfer students in Austin, TX. 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 advisory programs and financial planning services, combining model portfolios and research with discretionary and non-discretionary management options.

Alexander Caubet is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and US 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Joshua Fuchs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Mitchell Moore is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with OSAIC in Bee Cave, TX. Prior to joining OSAIC, he held roles in campus recreation and worked in the food service industry. He also serves as a paraplanner with IronBridge Wealth Counsel, assisting advisors with financial planning and account servicing. OSAIC Wealth, Inc. provides services to a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and investment options, offering both discretionary and non-discretionary portfolio management supported by multiple advisory platforms and third-party services.

Nathan Bitner is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Charles Schwab, and Turner Wealth Management. Outside of his primary advisory work, he is involved in branding and long-term growth strategies for Stream Wealth Partners LLC, an entity associated with his client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Susan Santamaria is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. Santamaria has been with Raymond James since 2015. Outside of advising, she owns a support company that handles administrative business functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal advisory and employer SIMPLE IRA consulting.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining LPL Financial, she worked at Teeple Partners and has been involved with Noble Task Management, LLC since 2019. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ethan Montalvo is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He began his advisory career in 2025 and has also been involved with Martin Wealth Management, LLC during the same period. Prior to entering the financial industry, he attended Texas State University and worked at Sharyland Pioneer High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. 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 supported by a large nationwide network of financial advisors and branch offices.

Steven Wendler is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Charles Schwab, Strategic Advisers INC, and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.