Calvin Ross is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, his background includes roles at JH Sports Center and a period focused on full-time education. He is based in Austin, TX. 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 centralized operational infrastructure.

Bryan Spencer is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and the Texas Public Finance Authority, as well as work outside finance at Uber Eats and Perini Ranch and Steakhouse. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Gina Bustos is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. She previously worked at Avantax Advisory Services and serves as a wealth management assistant at Eagle Harbor Financial. Outside of her advisory work, she is a board member of the Texas Music Museum, a nonprofit organization dedicated to preserving Texas music. Cetera is an SEC-registered adviser offering a multi-manager platform through a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

Steven Bright is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he is a partner in Prominent Team 360 LLC, a business formed by advisors to lease office space and manage related expenses. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to produce personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Baker is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. His prior roles include positions at First Allied Advisory Services and New England Securities. He serves as a board member of a municipal utility district and is involved in professional executive coaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

Jack Grimm is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he partners with clients to develop customized financial plans and strategies aimed at helping them achieve their goals, accumulate and preserve wealth, and protect their loved ones' financial security. Prior to joining Fidelity Investments, Jack worked as a Financial Advisor at North Star Consultants of Texas from 2020 to 2022. Jack's approach emphasizes building long-lasting relationships with clients based on trust, availability, and exclusivity. Outside of his professional responsibilities, he engages in activities such as boating, fishing, skiing, tennis, traveling, and volunteering.

Natalia Naylor is a CFP®-certified financial advisor with over 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and FSC Securities Corporation. Outside of her advisory work, she serves as treasurer for the Cedar Park Baseball Booster Club and is involved in managing a family-owned batting cage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party model portfolios along with advisory tools to support its large network of investment adviser representatives.

Robert Bagby is a financial advisor with Osaic Wealth, Inc. based in Cedar Park, Texas. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial. He also manages a sole proprietorship focused on implementing insurance strategies as part of clients' estate or financial plans and is involved with a fee-based financial planning platform. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with investment solutions that include automated portfolio construction and access to third-party managers.

Juanita Stephens is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for nine years. In addition to her advisory role, Stephens serves as president of a homeowners' association, acts as a community liaison for a women’s development enterprise, and co-owns a business that produces organic healing balm. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad range of investment options.

Alexia Masci is a Series 66 licensed advisor at Charles Schwab with eight years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Addison Group and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2011 and worked at CUNA Brokerage Services, Inc. from 2003 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad range of financial products.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Stewart Taber is a financial advisor at Charles Schwab in Austin, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses. His career background includes roles at Charles Schwab Bank, Nylife Securities LLC, New York Life Insurance Co., and Orangetheory Fitness, among others. 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, using multi-asset model portfolios and a centralized operational structure.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2018, following a period at AXA Advisors, LLC, and has experience at the University of Texas and University Presbyterian Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Alberto Sandoval 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 work includes roles at Charles Schwab Bank, TD Ameritrade, TravisMathew, and experience in the food service industry. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s investment approach combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Larry Allison is a financial advisor at Cetera with 35 years of industry experience. He has been with Cetera and its affiliated entities since 1991. Allison holds Series 63 and Series 65 designations and serves as treasurer of the Sun City Kiwanis Club of Georgetown, Texas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

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.