Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Raymond James & Associates for 10 years and has been involved with Office Hours Inc since 1982. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm operates at large scale, managing roughly $671 billion in assets with more than 14,000 advisors and provides a range of brokerage and advisory solutions.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Edward Jones for eight years and Hilltop Securities Inc for ten years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Andrew Bunce is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for 21 years. Before joining Edward Jones, he worked at Meta for one year. 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 offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with eight years of experience. She has been with Edward Jones since 2017. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, a business currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, affiliated mutual funds, and additional services including tax-efficient solutions and securities-based lending. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a CFP® and Series 66-credentialed financial advisor at Edward Jones in Round Rock, TX, with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is a Class B member of a car repair business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.

Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. 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 combines quantitative and qualitative research with forward-looking capital market assumptions, offering a non-discretionary program where clients retain final decision-making authority.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.

Douglas Tenny is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. He is a member of the Ethics Committee and Peer Review Hearing Panel for the Investment Management Consultants Association (IMCA). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Hailey Whitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Hailey worked for McLANE COMPANY, INC. from 2016 to 2021. Outside of her advisory role, she is involved as a Beachbody Coach, supporting health and fitness efforts among friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Naser Alzer is a CFP® professional with 23 years of industry experience, currently associated with LPL Financial. His work history includes multiple tenures at LPL Financial, as well as roles at Capital One Investing, Valic Financial Advisors, Citigroup Global Markets, and PRUCO Securities. Outside of his advisory work, he owns Alzer's Barbeque in Cedar Park, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a broad network of investment adviser representatives.

Dana Powell is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Cetera since 2021 and has owned Powell Financial Partners since 2007. Outside of his advisory work, Powell is also a singer and songwriter. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Daniel Azeredo is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Anderson, Azeredo & Loice CPAs & Associates. He is also involved in business consulting and accounting services through a sole proprietorship. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of advisory and brokerage solutions supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and multi-advisor platform that encompasses various managed account and retirement plan consulting services.

Alexander Gunn IV is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments and BBVA-affiliated firms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in delivering tailored retirement strategies.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.