Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He is also involved with Office Hours Inc, where he has been active for over four decades. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior firms include Edward Jones and Hilltop Securities Inc. He is based in Leander, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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.

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.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a CFP® and Series 66-credentialed financial advisor at Edward Jones in Round Rock, TX, with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is a Class B member of a car repair business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. 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 investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.

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.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.

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.

Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

Michael Loerch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning over two decades. He is based in Georgetown, TX. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise Managed Accounts.

Noah Roberts is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Equitable Advisors, Cornerstone Advisory Group, and Ride Corporation, as well as time at Brigham Young University Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a wide range of topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm develops holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Andrew Cottrill is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves as secretary for the Cedar Crest Foundation and is an adjunct instructor for the Financial Planning Capstone class at Freed Hardeman University. 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 programs and investment options, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Prachi Singh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Fidelity Investments and Westford Tax & Financial Group, as well as periods as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Jonathan Sheets is a CFP® professional with 32 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked with LPL Financial, Hill Country Wealth Management, Kestra Investment Services, and CUSO Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers as well as customizable investment strategies.