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.

Howard Brandell is a CFP® professional affiliated with Primerica Advisors in Austin, TX, with 26 years of industry experience. He has worked at Primerica Advisors since 2013 and has prior experience at First Care Health Plans and Randall's. In addition to financial advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.

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 with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes prior roles at TD Ameritrade and BNY Mellon. Outside of his advisory work, he is involved as a member of Parc Ferme, a non-agent real estate venture. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through both non-discretionary guidance and access to discretionary separately managed accounts. The firm’s integrated model combines brokerage, custody, and advisory services with a focus on multi-asset portfolio strategies and alternative investments.

Denava Horn is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2014, Horn worked at Kestra Investment Services for seven years. Outside of advising, Horn is involved with Just Between Friends, a consignment sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and based in Cedar Park, TX. He has one year of industry experience and previously worked at Robert Half for 13 years. Miller has also been involved with Life Abundant Leadership and Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax without implementing recommendations. The firm combines holistic, goal-based analyses with its managed-account program while maintaining separate planning and management services.

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.

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 at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, Cetera, and CUSO Financial Services. Outside of his advisory role, he is involved with ACLAND APPAREL, LLC, a direct sales business. 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 services, employing both proprietary and third-party strategies across various account types.

Alex Knoll is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at DoorDash, Carvana, and Starbucks Coffee Co. before joining Charles Schwab. Charles Schwab serves a large client base primarily composed 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 advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Luke Ellis is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors LLC, Elefos, and Snap-On Tools. 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, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Nathan Malone is a CFP® and holds a Series 66 license with Charles Schwab, where he has worked since 2009. He has 20 years of industry experience, including self-employment since 2001. Outside of his advisory role, he works as a disc jockey for swing dances in the Austin and San Antonio areas. 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 a multi-asset investment approach supported by centralized operational and custodial services.

Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. 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 applying an ESG eligibility framework in its recommendations.

Meaghan Medley is a Series 66-licensed financial advisor with Edward Jones, based in Liberty Hill, TX, and has seven years of industry experience. She has held various roles within Edward Jones since 2017 and previously worked in healthcare and fund distribution. Outside of her advisory work, she has been employed part-time as a bartender. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Salient Systems, Oracle, and Austin FC. His background also includes work in collegiate and recreational sports settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, utilizing diverse investment strategies and technology tools to support its network of more than 22,800 advisors.

Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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, third-party asset management, and institutional platforms.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 management with centralized custody and operational support.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He also operates Wayt Financial, which he has been associated with since 1998. Outside of his advisory work, he serves as a committee member for the TED Council, a biotech organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial services through independent Financial Professionals, employing various investment strategies and platform arrangements tailored to client needs.