Marcus Geisler is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Charles Schwab since 2017 and previously worked at Pappadeaux from 2014 to 2017. Charles Schwab 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 operates a distinctive model combining primarily non-discretionary advice with access to affiliated discretionary separately managed accounts, supported by centralized custody and a broad alternative investments platform.

Colby Boyle is a CFP® with two years of industry experience, currently with Wells Fargo Clearing. He previously worked at Charles Schwab and has diverse background experience including roles at Academy Sports and Outdoors and Sky Ranch Christian Camps. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Gardner is a financial advisor with Ameriprise Financial Services LLC in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides annual written recommendations and tax-aware strategies for clients approaching or in retirement.

James Herrin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and Higginbotham, and has a background that includes multiple periods of full-time education and experience at The Orvis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Dustin Smith is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates for 15 years prior to joining Ameriprise. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

M Tyer Jr. is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Kingstone Condo Association. Ameriprise is an institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, emphasizing assets held in Ameriprise Managed Accounts.

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.

William Young is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns and operates William D. Young, LLC and serves on the board of the Beachwalk Homeowners Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm delivers these services through a centralized consulting team that partners with advisors like Young to produce tailored, non-discretionary recommendation reports.

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.

Paul Hargrove is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds a Series 66 designation and has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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 financial advisor with Equitable Advisors, holding a Series 66 credential and currently based in Austin, TX. She has 22 years of industry experience, including multiple tenures at Equitable Advisors and prior roles at Fidelity Investments. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching to appropriate investment models.

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 at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Group and Dimensional Fund Advisors. Outside of finance, Ross was a professional musician and continues to receive songwriting royalties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within a large, integrated platform.

Daniel Noce is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to joining the firm, he was employed at Big Y Foods and Central Connecticut State University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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 based in Austin, TX, holding Series 63 and Series 65 credentials and having 27 years of experience in the industry. She worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. 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 wide range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial products and support tools.