David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Merrill, Arthur J Gallagher, Rocket Dollar Inc., and Pensionmark Financial Group. Outside of advising, he is the owner and founder of Quiq Bean Drop, LLC, a company focused on kitchen products and coffee capsule refill systems. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment approaches.

Stephen Rodriguez is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Bee Cave, Texas, and has nine years of industry experience. He previously worked at Dimensional Fund Advisors and DFA Securities LLC for seven years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Marcus Stone is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securian Financial Services, Inc and Minnesota Life Insurance Company for 14 years. Outside of his advisory role, he serves as a board member for the nonprofit Stop Alzheimer's Now and is the owner of Chiseled, LLC, a business focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program options and third-party managers.

Julie Leggett is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Kestra Financial Services, Kestra Investment Services, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

David Reisen is a Series 66-licensed financial advisor with Edward Jones, based in Bee Cave, TX. He has two years of industry experience, including seven years as a self-employed professional prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 and JPMorgan Chase Bank since 2018. Prior to her financial career, she spent eight years with the Leander Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Courtney Walker is a CFP® with 15 years of industry experience. She is currently with LPL Financial and previously worked at JP Morgan Securities, LLC for nine years. She is based in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on integrating both discretionary and non-discretionary investment strategies.

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 and holds a Series 66 designation. He has 10 years of industry experience and has been with LPL Financial since 2016. Fraser also operates Martin Wealth Management, an affiliated entity for his LPL business, and is a commissioned notary public in Austin, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

David Andrus is a CFA® charterholder and holds a Series 63 license, with 22 years of industry experience. He has been with Barton Creek Investment Advisors since 2012 and previously operated Andrus Investment Management, Inc. from 1998 to 2016. 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, Texas, consisting of a single advisor.