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 at LPL Financial with 24 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at Kestra Financial Services from 2016 to 2018. She holds Series 63 and Series 66 registrations. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

David Reisen is a financial advisor at Edward Jones in Bee Cave, TX, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed for seven years and held positions at TrendKite and Indeed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Courtney Walker is a financial advisor with LPL Financial in Austin, TX, holding CFP® and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Walker spent over a decade at JP Morgan Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Andrew Fraser is a financial advisor with LPL Financial who holds a Series 66 designation and has 10 years of industry experience. He has been associated with LPL Financial since 2016 and also operates Martin Wealth Management. In addition to his advisory work, Fraser is a commissioned Notary Public in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by LPL Research and third-party resources.

David Andrus is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Barton Creek Investment Advisors since 2012 and has operated Andrus Investment Management, Inc. since 1998. Outside of financial advising, he manages two mineral royalty interest businesses, DWA Minerals, LLC and ELE Energy, LLC. Barton Creek Investment Advisors is an independent firm based in Austin, TX.