Scott Kuharski is a financial advisor with GWN Securities Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with GWN Securities since 2005 and also has a longstanding role at Quantum Pension Services since 1995. Outside of his advisory work, Kuharski owns a business involved in selling life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Matthew Hollosy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has held positions at Charles Schwab & Co., Inc. and USAA Financial Planning Services, among others. Hollosy is based in Austin, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and research tools, offering at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Nathanial Fort is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Allegis Investment Advisors and Arbor Mutual Advisors. Fort is the owner of Arbor Mutual, LLC, where he provides educational and consulting services related to fixed insurance and annuities. Foundations Investment Advisors offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and works with multiple third-party custodians and sub-advisers.

Corey Burkhart is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and related entities since 2003, with prior experience at State Farm and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its SWA program, using proprietary asset-allocation models and internal research tools. The firm guides clients on asset allocation and investment selection, with trades executed only after client authorization.

Charles Dial is a financial advisor at AE Wealth Management, LLC in Round Rock, TX. He holds a Series 65 designation and has been working in the industry since 2023. His prior experience includes roles at Alto Financial Group, Smarter With Money LLC, and Concordia University Texas. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes a platform approach, managing approximately $49.8 billion through standardized model and direct asset management programs.

Jeffrey Reynolds is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Travelers Insurance Group. He is also the owner and president of Reynolds Financial Group and serves as Business Development Director at VIP Insurance. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both sub-advised accounts and a direct-to-consumer digital investment program.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, 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 offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

David Villanueva is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked with Charles Schwab since 2012 and is also involved in woodworking and videography through his wooden toy-making business and CCIPRO Studio LLC. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its integrated Schwab Wealth Advisory program. The firm provides both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options.

Matthew Barr is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including United Health Group and The Boon Group. Outside of his advisory role, he operates Barr Tax & Bookkeeping Services LLC and is involved with New England Animal Action. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

James Rye is a Series 66-credentialed financial advisor with Edward Jones in Georgetown, TX, holding two years of industry experience. Prior to joining Edward Jones in 2023, he served in the United States Army from 2009 to 2023. 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 operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Woodward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Chase and J.P. Morgan Securities since 2011 and 2012, respectively. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dayna Chettouh is a financial advisor with Edward Jones in Pflugerville, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of advising, she is a co-owner of a family business, Recro Inc. dba Fibrenew of Central Texas, which provides repair services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Arenivar is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with seven years of industry experience. She has worked at Charles Schwab since 2018 and previously held positions at Bird and LensCrafters. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custodial and operational structures.

Nicklaus Sabb is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he was involved with Triple N Management LLC and has experience working with Baylor University, 2020 Family Vision, Texas Movie Bistro, and local schools in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Mickel is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at Bank of America/Merrill Lynch, LPL/Oak Bridge Financial LLC, and Raymond James. Mickel has also been involved with Become a Better Trader / WealthCharts over multiple periods. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in recommending strategies. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Neil Walters is a financial advisor with Ameriprise in Cedar Park, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is president of an LLC that supports his practice’s administrative functions. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Mccolm is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors, Bank of America, Merrill, Jackson National Life Distributors LLC, and UBS. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Rachel Wirth is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thermo Fisher Scientific for eleven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management for institutional clients. The firm delivers holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Richard Fleming is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and with three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and Charles Schwab Bank, SSB since 2024. Prior to his current roles, he held various positions linked to the University of Waterloo. Charles Schwab & Co., Inc. serves a large client base of 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 and discretionary advisory models with multi-asset portfolios and due diligence on alternative investments, supported by a centralized operational structure.

Andrew Sheehy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2006 and joined J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to 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 advisory services alongside affiliated brokerage and investment management capabilities.