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 with LPL Financial in Cedar Park, TX, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP for nine years and University Federal Credit Union for three years. Outside of advisory work, he is involved in a direct sales business through ACLAND Apparel, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Mitchell Doren is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Doren is also involved in an insurance brokerage business, Securitas Financial Group, LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

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, 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.

Robert Pender is a financial advisor with Osaic Wealth, Inc. based in Leander, Texas. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he is president and CEO of Estate Preservation Network, LLC, a company providing discounted legal services through a network of attorneys. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios on both discretionary and non-discretionary bases.

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.

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.