Nathan Scarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 66, 63, and 65 credentials and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services, AFlac, and Lubbock National Bank. He operates Texas Hills Financial Group, an independent advisory business in Dripping Springs, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with options for discretionary and non-discretionary management.

Paul Coroneos is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Foresters Advisory Services and Foresters Financial Services. Coroneos is involved in several business entities related to real estate rental activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brandon Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2010. Outside of his advisory work, he serves as a board member of the Texas River School, a nonprofit organization based in Austin, TX, and operates a bookselling business called Rare Binds. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides a range of investment solutions through independent Financial Professionals, using various custody platforms and both discretionary and non-discretionary strategies, and features proprietary models alongside access to third-party managers.

Julie Simineo is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns Envico Fitness Solutions, a business offering online fitness coaching and nutrition guidance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Teri Mc Laughlin is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Vivek Khasat is a CFP®-designated financial advisor at Osaic with 15 years of industry experience. His prior roles include 13 years at SEI Investments Management Corp and ongoing work with IronBridge Wealth Counsel. Outside of his advisory practice, he is co-owner of two local business ventures focused on general strategy. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by advanced asset allocation and portfolio management tools.

Nicole Babin is a financial advisor with Edward Jones in Dripping Springs, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Rodan and Fields and was involved with Crush Fitness LLC. Outside of advisory work, she has participated in sales and marketing of hair products through a home-based role with Monat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond standard advisory services.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Spearhead Capital. Outside of his advisory work, he operates a separate business, Tribe Financial, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Colten Napier is a financial advisor with J.P. Morgan Securities in Dripping Springs, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Charles Schwab, and service with the U.S. Army. Outside of advisory work, he is the owner of Napier Real Estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michelle Florander is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Ritchy Scoggin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Legg Mason Wood Walker, Inc. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christopher Dregits is a financial advisor with Edward Jones in Lakeway, TX, holding a Series 66 designation and 15 years of industry experience. He 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 discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Gary Hassenfratz is a financial advisor at Cetera with 36 years of industry experience. He has been with Cetera Investment Services LLC since 2000 and with Cetera since 2014. His credentials include Series 63 and Series 66 licenses. Outside of his advisory work, he serves as executor of the Charles Hassenfratz estate and holds power of attorney for his parents' Morgan Stanley accounts. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors, employing a multi-manager platform with both discretionary and non-discretionary program options.

Adam Gafken is a CFP® professional with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and operates out of Lakeway, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

John Patrick Heaton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Okta, and Pinn Technologies. Heaton is also involved with Bridgewater Partners, Insurance and Financial Services, LLC in San Francisco. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and access to third-party asset management through advisory and brokerage channels.

Caroline Pezzano is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2012. Caroline also manages Pezzano Investment Management LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Zachary Hoyle is a financial advisor with Wells Fargo Advisors located in Dripping Springs, TX. He holds a Series 66 designation and has 16 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu, including cash-flow, retirement, education, and niche planning services, utilizing Wells Fargo research and tools to tailor recommendations for clients.

Mary Shearer is a Series 66 licensed advisor with Edward Jones in Austin, TX, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Squire is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Dripping Springs, TX, and has 28 years of industry experience. He has been with Wells Fargo entities since 2009 and owns two investment-related firms, Driftwood Wealth Partners LLC and DASquire DWP LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools across a broad range of planning areas.

Casey Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding the Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Additionally, he is involved as an independent insurance agent selling fixed insurance products and is a partner in a marketing group at RDM Advisor Network LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.