Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Gregory Hernandez is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes over two decades with USAA-affiliated financial planning and investment management firms. He holds Series 63 and Series 65 registrations. 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 services. The firm offers a combination of non-discretionary and discretionary investment advisory models, utilizing multi-asset portfolios, strategic asset allocation, and a formal process for alternative investment offerings.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

John Uechi is a financial advisor at Primerica Advisors in Georgetown, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Outside of financial advising, he owns Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ankith Tenneti is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at Life Time Fitness and was engaged in full-time education for over a decade. 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 affiliated discretionary separately managed accounts and offers a range of investment solutions supported by centralized operational systems.

Drew Schneider currently serves as an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has held various positions within the company, including Financial Representative, Trading Execution Representative III, Interim Active Trader VIP Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure at Fidelity Investments, Drew has developed expertise in investment consulting, trading execution, and servicing high net worth clients. His experience spans multiple facets of financial services, allowing him to assist clients in creating and improving their financial plans. Outside of his professional responsibilities, Drew's interests include music, snowboarding, softball, swimming, and tennis.

Shannon Kendrick is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, Kendrick served in the U.S. Army for several years and worked briefly at Amazon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Shelly Baumgartner is a CFP® with 23 years of industry experience, currently serving at Charles Schwab in Austin, TX. She has been with Schwab since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Bank Ssb. Baumgartner is a governor for Zonta International District 10, a nonprofit organization focused on leadership and community service. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Katie Caplinger is a Financial Consultant currently working at Charles Schwab since 2022. She has experience as a Financial Advisor, having worked at Ameriprise Financial Services from 2019 to 2022. Katie focuses on assisting clients in managing their finances effectively and works collaboratively to create tailored financial plans that align with clients' short-term and long-term goals. She aims to identify these goals to build and improve financial plans suited to individual client needs. Katie's professional experience spans over several years in financial consulting and advising roles, where she develops customized financial strategies. Outside of her professional role, Katie enjoys cooking and baking, fitness activities including hiking and Pilates, and values social time with friends.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Garrett Smeraldi is a financial advisor with Charles Schwab & Co., Inc. based in Austin, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Charles Schwab, his work history includes roles outside the financial industry, including with the Houston Astros and Fan Jam Inc. Charles Schwab & Co., Inc. 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 guidance and access to discretionary separately managed accounts, employing multi-asset model portfolios with strategic asset allocation and a formal alternative-investment evaluation process.

Jason Dickerson is a financial advisor at Edward Jones in Austin, TX, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Arteaga is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked within various Charles Schwab entities since 2010 and currently serves as President of the Anderson High School Choir Booster Club and Vice President of the Zonta Club of Austin. 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 affiliated discretionary separately managed accounts and an integrated operational structure.

Susan Palombo is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 13 years of industry experience. She previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Palombo serves on the fundraising committee for the Jeremiah Program in Austin and holds leadership roles with Impact Austin, a women’s collective giving organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

David Paladino is a financial advisor at LPL Financial with 28 years of industry experience. He previously spent 10 years at NEXT Financial Group before joining LPL Financial in 2025. Outside of his advisory work, Paladino is a freelance bass player. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools to support client account management.

Andrew Sweet is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked in several capacities within Fidelity, including as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. He began his career as a Licensed Financial Assistant at MacLean Financial Group from 2021 to 2022. Andrew focuses on enhancing the financial planning experience by streamlining processes and providing clients with the necessary resources to pursue their financial goals. He is committed to contributing to collaborative financial plans aimed at making a meaningful impact on clients' financial futures and retirement. Outside of his professional work, Andrew enjoys board games, comedy, concerts, fitness activities, football, and outdoor adventures.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Allied Advisory Services and MSI Financial Services. Outside of advisory work, he owns a tax preparation business and provides mortgage brokerage services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tyler Freeman is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, Wells Fargo, Millington Securities, WBI Investments, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team at the New Jersey Lacrosse Club. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.