David Petersen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab since 2013 and associated with Charles Schwab bank since 2015. Outside of his advisory role, he serves as CEO of One Day LLC, a company involved in hotel and lodging businesses. 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 range of multi-asset model portfolios and alternative investment options.

Kevin Douglas is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, following a period with Axa Advisors. Outside of his advisory work, he serves as a board member and treasurer for the Epilepsy Foundation Central & South Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across various asset classes, including mutual funds, ETFs, and select alternative investments.

Juan Carlos Cortez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has held multiple roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a three-year tenure at Bank of America N.A. Outside of finance, he has experience working with UMOW, an on-demand landscaping app. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dawn Ornelas is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Equitable Advisors in Austin, TX, where she has worked since 2020, and has prior experience at Fidelity Personal and Workplace Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers and third-party program sponsors.

Barry Doering is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Staton is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Prior to his financial career, he taught at Georgetown and Cedar Park High Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model-driven investment strategies across mutual funds, ETFs, and ETPs.

Patrick Dendy is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with IMG Financial Group since 2009 and transitioned to Cetera in 2023. Outside of advisory roles, he is also involved in fixed insurance sales as an agent and owns a holding company. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Stephen Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to his current role, he worked at Capital Group and Dimensional Fund Advisors. Outside of finance, he receives royalty income from songwriting, reflecting a past career as a professional musician. 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 discretionary separately managed accounts and alternative investment options.

Daniel Noce is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at Big Y Foods and Central Connecticut State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI methods and formal advisory roles to multiple registered investment companies.

Makenna Lang is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles at several educational institutions and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Robert Flores is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2007, including time at Axa Advisors, LLC. He has 19 years of industry experience. Flores serves as vice president of finance for the Ingleside Education Foundation and holds board memberships with the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses risk assessment to match clients with advisory program models or discretionary managers, leveraging both proprietary and third-party investment solutions.

Melinda Kaiser is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with JoeandMel, LLC, a real estate rental business. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jon Garcia is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2012. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. He previously worked with U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Usca Ria LLC. Howe is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Bergeron is a CFP® professional with five years of industry experience, currently serving as an advisor at Charles Schwab in Austin, TX. His prior work history includes roles at Charles Schwab Bank and various positions outside the financial sector. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab Bank. 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 utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Marcus Leyva is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and over 16 years of industry experience. His prior roles include positions at Jjmack Group, LLC and Waddell & Reed, Inc., where he worked for 12 years. Outside of his primary advisory work, he has been involved with Jjmack Group, LLC for investment-related purposes and holds a license in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Andrew Draeger is a financial advisor at Charles Schwab with a Series 66 credential and under two years of industry experience. His work history includes roles at Charles Schwab, Fidelity Investments, and client relations positions. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Logan Clipp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.