Marjorie Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Cetera since 2020 and previously spent 14 years at First Allied Securities, Inc. Johnson serves as an executor of a trust and volunteers with the International Waterlily Collection nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 designation. Outside of her advisory role, she has worked in the restaurant and food truck industry and has been involved with local educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models and uses third-party asset managers and LPL-sponsored programs to implement client solutions.

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Edward Cruz Medrano is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Charles Schwab since 2019, including time at Charles Schwab Bank, SSB since 2025. Prior to joining Schwab, he worked at Manpower, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management, combining broad multi-asset model portfolios with a formalized alternative investment selection process and integrated custody and brokerage services.

Brent Hagen is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. Prior to joining OSAIC in 2025, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business focused on waterproofing and a property and casualty insurance agency. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment products.

Michael Bell is a CFP® and Series 66 registered financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2022, respectively. 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 related managed-account and financial planning services. The firm combines a primarily non-discretionary advisory model with access to affiliated discretionary strategies and offers centralized custody, brokerage, and cash-sweep services.

Blake Kossl is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Blake held various roles including positions at Iowa State University and Sukup Manufacturing Co. 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, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.

Benjamin Westerterp is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience with Avantax Investment Services and Avantax Advisory Services, and has been involved in tax preparation and health insurance sales through his own business activities. Westerterp is based in Austin, TX. Cetera Investment Advisers LLC is an SEC-registered firm providing advisory services through a nationwide network of independent advisors. The firm serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning solutions with access to both affiliated and third-party investment managers.

Derek Norsworthy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab Bank, Mindlance, and the Small Business Development Center. 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 separately managed accounts.

Jennifer Curry is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2018, and at Powell Financial Partners since 2014. Outside of her advisory work, she serves as a commissioner on the City of Georgetown Historic and Architectural Review Commission. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of investment strategies, including model portfolios, third-party managers, and customized approaches, supported by discretionary and non-discretionary program options.

Cameron Grose is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019. Outside of finance, he has experience working in the food service industry, including positions at Blue Dahlia Bistro and Mozies. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and brokerage services.

Arthur Shearer is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo entities since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Seybold is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency, covering a range of financial services over two decades. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Scott Hartgraves is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 credentials and 13 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Regions Bank before joining Charles Schwab in 2019. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Christopher Kowal is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2014. Based in Austin, TX, he has worked primarily within the firm’s bank and brokerage divisions. 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, using multi-asset model portfolios and due diligence on alternative investments within an integrated, large-scale operational structure.

Jaclyn Taylor is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she worked with Rover and spent three years with the Austin Independent School District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.