Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Maxwell Clark is a CFP® professional with 16 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2020, and previously spent seven years at Cetera Advisor Networks and eleven years at Aspect Wealth Management. Outside of his advisory work, he owns two businesses unrelated to investments: Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jennifer Brown is a financial advisor at Cetera with a PFS™ designation and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm serving a range of clients with federal and state tax returns and related tax planning. Additionally, she serves as an oversight council member for the Texas Society of CPAs Austin Chapter. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning options, including access to third-party managers and a multi-manager platform.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 centralized custody, order-routing, and a formal alternative-investment process.

Jennifer Schaefer is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2013, with prior experience at Capital Advisors dating back to 2006. Outside of her advisory role, she is also an independent insurance agent and serves as president of Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform options.

Laura Villota Stella is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Dimensional Fund Advisors and Crossroads Financial Services. In addition to her advisory role, she is the owner of a small crafts business. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios and research from LPL Research and third-party subadvisors.

Devin Loughlin is a CFP® and ChFC® with 17 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, he worked briefly at Cox Financial. Outside of his advisory role, he acts as trustee and executor for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jorge Cepeda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Robinhood Financial and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Delton Drum II is a financial advisor at Raymond James Financial with seven years of industry experience. Prior to joining Raymond James in 2025, he worked six years at Edward Jones and served 24 years in the U.S. Navy. He holds the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Andrew Bunce is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for 21 years. Before joining Edward Jones, he worked at Meta for one year. 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 and investment strategies through a large nationwide network of financial advisors and branch offices.

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2017, following prior roles at Keystaff INC and AT&T. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, although the business is currently on hiatus. 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 strategies and maintains a large network of financial advisors and branch offices across the country.

Kathleen Kinto is a financial advisor at LPL Financial with a Series 66 credential. She has recently transitioned into the financial services industry and has prior experience in healthcare-related roles at institutions including Baylor College of Medicine and Texas Children's Hospital. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

Douglas Tenny is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. He is a member of the Ethics Committee and Peer Review Hearing Panel for the Investment Management Consultants Association (IMCA). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Dana Powell is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Cetera since 2021 and has owned Powell Financial Partners since 2007. Outside of his advisory work, Powell is also a singer and songwriter. Cetera Investment Advisers LLC is an 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, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Daniel Azeredo is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes 14 years at Royal Alliance Associates, Inc. and 10 years at Anderson, Azeredo & Loice CPAs & Associates. Outside of his advisory role, he is president of Azeredo Financial Services, Inc. and operates a sole proprietorship providing business consulting, accounting services, and insurance. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios, while supporting various advisory platforms and third-party managed-account solutions.

Alexander Gunn IV is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments and BBVA-affiliated firms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in delivering tailored retirement strategies.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.