William Fox is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at First Allied Advisory Services and First Allied Securities, Inc. Outside of his advisory work, he is the managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and also offers mortgage brokerage services through Fox Mortgage Services. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Aaron Adams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Laura Mitchell is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of her advisory role, she manages Your My Boy Blue LLC, where she coordinates client events and handles various operational and administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor retirement income plans, with a focus on assets held in Ameriprise Managed Accounts.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ryan O’Hare is a financial advisor with Equitable Advisors in Austin, TX. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at SThree and as an independent contractor, along with various positions at educational institutions and in retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, TX. 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 a large network of advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Janae Sowards is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Prior to her current role, she worked at Lexington Financial and Commonwealth Financial Network. In addition to her advisory work, she is an owner and president of Lexington Financial and assists with accounting for her husband's insurance business. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Horton is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TD Ameritrade and BNY Mellon. 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 combination of non-discretionary advice and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Kyle Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Borderlands Brewing Company and Mission Steel. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jordan Nolden is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Kasasa and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Taylor is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Leander, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor serves as Treasurer on the Sterling Athletic Booster Board. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Srinath Desilva is a financial advisor with LPL Financial in Cedar Park, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP for nine years and University Federal Credit Union for three years. Outside of advisory work, he is involved in a direct sales business through ACLAND Apparel, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.