Alex Knoll is a financial advisor at Charles Schwab & Co., Inc. based in Austin, TX, holding Series 66 and Series 63 credentials with two years of industry experience. Prior to joining Charles Schwab, he worked at DoorDash, Carvana, and Starbucks Coffee Co. Charles Schwab 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investment due diligence, and integrated advisory, brokerage, and custody services.

Luke Ellis is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors, Axa Advisors, Elefos, and Snap-On Tools, as well as experience at the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to diversified and alternative investment strategies supported by LPL Research and third-party subadvisors.

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.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience, having worked previously at Salient Systems and Oracle. Martinez has diverse work experience including roles at Austin FC, Texas Athletics, and the University of Texas at Austin Recreational Sports Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various investment strategies and technologies.

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, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Intellegens INC, LMH Oil and Equipment, and positions at educational institutions such as the University of Houston and Houston Community College. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and technology-driven investment solutions.

Huong Vo is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, she operated her own advisory business for 10 years and held roles at Waddell & Reed, Inc. and various insurance carriers. Her other business activities include insurance sales and real estate ownership. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering comprehensive financial planning, advisory programs, and brokerage services supported by extensive research and technology.

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.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles in education, retail, and food service, including positions at Chic-Fil-A and Texas Tech University. 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, supported by centralized custody and research resources.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as involvement with Handwaxandwash, LLC and Beckway MGT, LLC. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMA options and a formal alternative-investment onboarding process.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base 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, supported by centralized custody and a distinctive operational structure.

John Elliott is a financial advisor at Charles Schwab with seven years of industry experience. He previously worked at JPMorgan Securities LLC and Axa Advisors, Llc. His credentials include Series 63 and Series 66 licenses. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Eric Sheppard is a financial advisor with Ameriprise in Pflugerville, TX, holding a Series 66 designation and 13 years of industry experience. Prior to Ameriprise, he worked at Cuna Brokerage Services, Inc. and Randolph Brooks FCU. He maintains an outside role as a financial advisor involved in financial planning at Randolph Brooks FCU. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and algorithmic tools to provide written recommendations and ongoing advice.

Michael Navarro is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has previously worked with The Center for Child Protection and the City and County of Broomfield. Outside of his advisory role, he serves as a notary, administering oaths and verifying signatures to support legal transactions. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, leveraging proprietary research and third-party data.

Daniel Garces is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, with a brief period at 57 West Capital Advisors, Inc. He receives residual commission income related to his former work at 57 West Capital Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm manages client assets using multi-asset portfolios and provides centralized operational support across its large client base.

Jeffrey Moore is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Moore is involved with Fairway Ventures, LLC outside of his advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Tuyet Mai Hoang is a CFP®-certified financial advisor with 13 years of industry experience, currently with J.P. Morgan Securities in Austin, TX. She has worked at JPMorgan Chase Bank, N.A. and NYLIFE Securities LLC, and previously held roles at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she is involved in real estate as an owner and partner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Samantha Nelson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs of individuals and families. Samantha has been with Fidelity Investments since 2017, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Service Representative at Charles Schwab from 2015 to 2017. Outside of her professional work, Samantha enjoys cooking and baking, participating in family activities, attending social events with friends, and traveling.

Victor Ruiz Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of finance, he has worked with Ritual Relax and Cr38tiv Cinematics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and offers services on a non-discretionary basis.