Brian Surovik is a financial advisor at Ameriprise Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2018, previously working at Investment Professionals, Inc. from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicholas Philbeck is a CFP® with nine years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he owns Philbeck's Boating Company, a boat detailing business in Lago Vista, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

Paul Fredrickson is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 66 designation. 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 solutions supported by a large national network of financial advisors and branch offices.

Ashley Potts is a Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2008 and holds the Personal Investment Advisor (PIA) designation. Ashley earned her High School Diploma from McCallum High School. Ashley focuses on helping clients align their financial plans with what matters most to them and their families. She works with clients at various stages of market experience, providing guidance to build strategies that support their goals over time. Outside of work, Ashley enjoys reading, gardening, spending time with family and friends, as well as activities such as boating, bowling, cooking, painting, and yoga.

Kevin Garcia is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously held a position at Best Buy from 2010 to 2017. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Pezzano is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Pezzano also manages Pezzano Investment Management LLC as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Bowen is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Summit Financial Group, and other firms. Outside of advising, Bowen is involved in ranching operations and serves as a committee member for an educational trust that awards scholarships to high school students. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Jordan Kopelman is a Series 66-credentialed financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Lakeway, TX. His prior work includes roles at Wells Fargo & Co., Edward Jones, and previous tenures at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves on the board of directors for a janitorial supply business owned by his family, although he does not participate in its operations. 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. The firm combines institutional advisory capabilities with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Mitchell Rivers is a CFP® with 18 years of experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Marble Falls, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kaitlin Lewis is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals and families to help navigate important financial decisions and create personalized strategies designed to support their long-term goals. Kaitlin focuses on clarity in financial planning, assisting clients in understanding complex financial topics and gaining confidence in their decisions. Before joining Merrill, Kaitlin gained experience in banking and lending, which provided her with a broad perspective on how investments, cash flow, and credit decisions integrate within a comprehensive financial strategy. She also served in Military Intelligence as a linguist and analyst in the United States Army, where she developed analytical discipline and attention to detail that inform her approach today. Kaitlin's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and women and wealth. Kaitlin earned a Bachelor of Business Administration from The University of Texas at San Antonio and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Outside of her professional work, Kaitlin enjoys cooking, reading, skiing, spending time with her family, traveling, and practicing yoga.

Aileen Grant is a CFP® credentialed financial advisor with 35 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. Her prior roles include positions at Pence Wealth Management, LPL Financial, Wells Fargo Clearing, and other firms. She serves as president of Highpointe Advisors and is a board member of Church of the Springs in Dripping Springs, TX. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charities, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Tai Nguyen is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2023 and 2024, respectively. His prior experience includes roles in education and community recreation. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Christine Buckley is a financial advisor with Edward Jones in Marble Falls, TX, holding a Series 66 designation. She began her career at PwC in 2018, followed by five years at Faske Lay & Co., before joining Edward Jones in 2025. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jimmie Stark Jr. is a CFP®-certified financial advisor with Edward Jones, based in Marble Falls, TX, with 12 years of industry experience at the firm. Prior to his financial advisory career, he has been a basketball official since 1990. Outside of his advisory role, Stark is involved in managing short-term rental properties as Airbnb and condo owner in multiple locations. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of account types. The firm offers a variety of managed solutions and investment products, supported by a large nationwide network of financial advisors and branch offices.

Thomas Lloyd is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2006. Outside of his advisory work, he creates and distributes original music through CD Baby. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Merrill, Arthur J Gallagher, Rocket Dollar Inc., and Pensionmark Financial Group. Outside of advising, he is the owner and founder of Quiq Bean Drop, LLC, a company focused on kitchen products and coffee capsule refill systems. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment approaches.

Corey Skahill is a financial advisor with Edward Jones in Marble Falls, TX, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience and has been with Edward Jones since 2010. 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 nationwide network of more than 23,700 financial advisors.

Ronald Jernigan is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 18 years at National Planning Corporation and six years with both Spc and Sigma Financial Corporation. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent seven years with DFA Securities LLC and Dimensional Fund Advisors. J.P. Morgan Securities 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 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 while managing conflicts through established policies and disclosures.

Julie Leggett is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Kestra Financial Services, Kestra Investment Services, and Charles Schwab. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.