Nicklaus Sabb is a financial advisor with LPL Financial in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Triple N Management LLC and has a background that includes roles associated with Baylor University, 2020 Family Vision, Texas Movie Bistro, and education at Canyon Ridge Middle School and Vandegrift High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and diverse investment options.

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.

Cameron Johnson is a financial advisor at LPL Financial in Austin, TX. He holds a Series 66 designation and has five years of experience with LPL Financial. Prior to his current role, he worked at Pizza Hut for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management and model portfolios supported by internal and third-party research.

Richard Fleming is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as multiple positions at the University of Waterloo. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and centralized custody and order-routing services.

Justin Green is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at LPL Enterprise and The Prudential Insurance Company of America. He has also been involved with Chess In The Schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Jeffrey Brecht is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at SagePoint Financial, Inc. and OSAIC Services, Inc. for over a decade each. Outside of his advisory role, he serves as a regional director for the Lincoln and Continental Owners Club, overseeing social activities and board meetings. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs firm-provided asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Jonathan Sarf is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes roles at Wells Fargo, PNC, Citi, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and joined JPMorgan Chase Bank, N.A. in 2024. 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 brokerage, distribution, and investment management capabilities.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Brissa Mejia is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dranoel Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role at Charles Schwab, he worked at Realtor.com and Capstone Management. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and emphasizes strategic asset allocation with periodic reviews.

Jared Barnes is a financial advisor at Ameriprise with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and the San Diego Gulls Hockey Club. Barnes is also involved with Your My Boy Blue LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jacob Denton is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and has prior experience in various roles in retail and the food service industry. Denton is based in Austin, Texas. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Carlos Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Charles Schwab and its affiliates since 2015, including a current role at Charles Schwab Bank, SSB. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and an integrated platform of advisory, brokerage, custody, and cash-sweep services.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Sii, and MassMutual. He owns a sole proprietorship that provides life insurance quotes and strategies to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by various asset-allocation tools, third-party money managers, and unified managed accounts.