Laura Parker is a financial advisor with Ameriprise in Leander, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Ameriprise since 2016 and previously spent seven years at Merrill. Outside of her advisory role, she manages an entity for expense management related to her financial practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a large client base with a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Gillespie is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Baxter Credit Union and Q Investments, each for one year. He also spent two years involved with Libertyville Youth Baseball Inc. and has a background in full-time education from 2015 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Cheryl Lee is a financial advisor with Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Austin Area Heritage Council and provides consultative services for Gerson Lehrman Group. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers customized, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis.

Ryan Kirk is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade and Zero Hash. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Samuel Fischer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. With 27 years of experience, he provides his clients with professional knowledge, advice, and customized solutions aimed at personal wealth management success. Samuel holds a Bachelor's Degree from Rocky Mountain College and has earned professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). His expertise areas include personal planning, liability management, and asset management. Outside of his professional work, Samuel has interests in football, traveling, and yoga.

Steven Pipkin is a financial advisor with Osaic Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Fortis Investors, Inc. since 1991 and served in the U.S. Air Force Reserve for 34 years. Additionally, he is the president of Pipkin & Pipkin, Inc., a company involved in the sales and service of life and health insurance plans. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Patricia Himelick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at VOYA Financial Advisors and operating Himelick Financial Group LLC since 2010. She is also an independent insurance agent, selling fixed insurance, annuities, long-term care, and life policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across discretionary and non-discretionary programs.

John Parks is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at JP Morgan Securities from 2014 to 2017 before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Sanchez is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Sanchez serves on the board of the Central Texas Food Bank, focusing on strategy and governance for the nonprofit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Joshua Meason is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Johnny Beans and the University of Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Anthony Gizzarelli is a CFP® professional with 11 years of experience in financial advising. He is currently with LPL Financial, having joined in 2023, and previously worked at firms including Securian Financial Services Inc and North Star Resource Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers multiple advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jacob Aromy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. He has also worked in sports and entertainment with Spurs Sports & Entertainment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. 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, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Amanda Hatfield is a Series 66 licensed financial advisor with four years of industry experience. She currently works at Merrill, having joined in 2023, and previously held positions at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Justin Hinojosa is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and TD Ameritrade. His current role at Charles Schwab and Charles Schwab Bank began in 2020 and 2025, respectively. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jonathan Greene is a financial advisor at Merrill with a Series 66 designation. He has military experience serving in the United States Army from 2021 to 2025 and attended the United States Military Academy at West Point. Greene joined Merrill in 2026 and is based in Austin, TX. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Villanueva is a ChFC® and Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Charles Schwab in Austin, TX, where he has worked since 2023. Prior to joining Schwab, he held roles at First Command Insurance Services and served in the U.S. Army from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment options, with an integrated structure that includes advisory, brokerage, custody, and cash-sweep services.

Miguel Barreda is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Index Insurance Solutions, LLC, where he was involved in insurance, benefits, and human resources. Outside of his advisory role, Barreda is a martial arts instructor at Paragon Jiu Jitsu Academy and volunteers as a financial education instructor with a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing customized strategies across multiple platform arrangements with access to both proprietary and third-party investment models.

J Bader is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2001. Outside of his advisory role, he serves as a Corporate Advisory Board Member for the University of Texas McCombs School of Business, contributing to initiatives that support students. 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, pension plans, corporations, and charitable organizations.