Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cameron Gregory is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies and was involved with Winkthreads LLC. His outside activities include acting as an insurance and benefits agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and a network of thousands of financial professionals.

Deborah Lawyer is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her work history includes positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and she has served as president of Jerry Lawyer & Associates, Inc. for over three decades. Outside of her advisory role, she is involved in several business ventures related to marketing and wholesaling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private-equity ownership.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, 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 variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Kinsey Parker is a financial advisor at Ameriprise with eight years of industry experience. Parker holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and Aggieland Credit Union. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

William Hart Jr. is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is a limited partner in a family ranch business, Blue Mountain Investments LTD, located in Kerrville, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large network of advisors and branch offices nationwide.

Shane Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked with Cambridge Investment Research and related firms since 2017. Outside of his advisory role, he is also a licensed realtor and serves as a pastor at Crossroads Assembly of God. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, Kari worked with Sleep on It, dba Urban Mattress, and spent 18 years as a homeschool teacher. Outside of advising, Kari provides nutrition and fitness coaching and has experience editing college essays for high school students. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Steven Reedy is a financial advisor with Edward Jones in Georgetown, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at First Heartland Capital Inc, American Benefits Exchange, Ally Financial, and IAS. Outside of advising, he serves as Education Coordinator for Business Network International, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and offices. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

John Murphy is a CFP® with 26 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Georgetown, TX. 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 various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Waqar Meyer is a financial advisor with LPL Financial in Round Rock, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at several firms including First Allied Securities, Austin Wealth Management, Bayshore Mortgage Funding, and Alterra Group. In addition to his advisory role, Meyer is involved in mortgage services and acts as a nutritional coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Hassan Ali is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002 and previously at UBS Financial Services from 1999 to 2002. 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 that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Eric Morgan is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at SAIC Corp. and Azimuth Corp., and served five years in the United States Army. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Christopher Cybulski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic since 2025. His prior roles include positions at Lincoln Financial Securities, Edward Jones, and UBS Financial Services. In addition to his advisory work, he is involved in insurance-related activities, offering various insurance products and annuities through his agency in Round Rock, TX. Osaic Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Nicholas D'Alessandro is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2015 to 2020. His earlier experience includes positions as a Financial Advisor at Edward Jones from 2013 to 2015 and at Legacy Planning Partners from 2012 to 2013. In his role, Nicholas prioritizes establishing strong personal client relationships and follows a thorough process to partner with clients in developing financial plans tailored to their needs.

Bekkah Moore is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked at Tinker Federal Credit Union and Communication Federal Credit Union. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Kevin Yeiser is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. His prior work includes positions at the National Collegiate Athletic Association and roles connected to Texas A&M University Corps and Ohio University. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”