Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. 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 and investment solutions through a nationwide network of more than 23,000 financial advisors.

Gregory Rollo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Maxwell Clark is a CFP® with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Cetera Advisor Networks and Aspect Wealth Management. Outside of advisory, he is a business owner of Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional solutions.

Jennifer Brown is a financial advisor at Cetera with the PFS™ and Series 66 designations and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm offering federal and state tax return services. Brown serves as an oversight council member for the Texas Society of CPAs Austin chapter and holds a part-time controller position at Hunter Concrete Pumping LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Sarah Puckett is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, following tenures at Wells Fargo Clearing and Prudential Equity Group. 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 portfolios, and institutional platforms, with advice delivered primarily through investment adviser representatives using both proprietary and third-party strategies.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Joseph Brown is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of B Squared Investments, an LLC established to hold his new office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large national network of advisors and branch offices.

Devin Thompson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Caleb Medley is a Series 66 licensed advisor with nine years of industry experience. He is currently affiliated with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. Prior to this, he worked at Securities America Advisors, Securities America, Inc., Bank of Bolivar, LPL Financial LLC, and Edward Jones. Outside of his financial advisory role, Medley works part-time in exterior cleaning services through Hill Country Hot Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, 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.

Sean Mathis is a financial advisor at Edward Jones in Leander, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to Edward Jones, he worked at Southwest Systems, OneAmerica Securities, and American United Life. Outside of his advisory role, he is a franchise owner of Camp Gladiator, an outdoor fitness business focused on health improvement and weight loss. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicole Walters is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of her advisory work, she is involved in a side business selling nail polish strips. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at a large scale with more than 14,000 financial advisors.

Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses. She has been in the industry since 2026, with prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Laura Villota Stella is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Dimensional Fund Advisors and Crossroads Financial Services. Outside of her advisory work, she operates a small craft business through Stella Group LLC. 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 financial planning and investment management solutions delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Alexander Ball is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Ball, Jones, Gowan Inc. He also serves as an independent contractor financial advisor with Ball Jones Gowen, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Devin Loughlin is a CFP® and ChFC® with 17 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, he worked briefly at Cox Financial. Outside of his advisory role, he acts as trustee and executor for a family trust. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jorge Cepeda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Robinhood Financial, LLC, Charles Schwab, and Dish Network. 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 searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, using model asset allocations with consideration of ESG factors.

Delton Drum II is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after six years with Edward Jones. Prior to his financial services career, he served 24 years in the US Navy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual investors, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals while offering a range of advisory programs and specialized services.

Chandler Dixon is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His career includes roles at Charles Schwab since 2021 and multiple periods associated with Southwestern University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated non-discretionary and discretionary investment management services supported by centralized custody and order-routing infrastructure.

Spencer Corzine is a CFP® with 28 years of industry experience, currently serving at OSAIC since 2024. He has previously worked at Anderson Van Horne Associates and Securities America Advisors, Inc. Outside of his advisory work, Corzine is the owner and CEO of a land development LLC involved in recreational property development and operates a related YouTube channel. Osaic Wealth serves a diverse client base including retail and institutional investors, offering comprehensive financial planning, advisory services, and retirement plan consulting through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers discretionary and third-party managed strategies.