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.

Brent Hagen is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. Prior to joining OSAIC in 2025, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business focused on waterproofing and a property and casualty insurance agency. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment products.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Peter Bryan is a financial advisor with Osaic Wealth, Inc. in Taylor, Texas, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining Osaic in 2025. In addition to his advisory role, he acts as an insurance agent offering accident and health insurance, disability, fixed annuities, and traditional life insurance. Osaic Wealth serves a broad client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset allocation tools and supports discretionary and non-discretionary portfolio management, offering access to third-party money managers and wrap programs.

Carolina Ospina is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Carissa Mc Clintock is a financial advisor with Charles Schwab, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and currently works at Charles Schwab Bank, SSB. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

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.

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.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Eric Blakely is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked in logistics and storage roles at AIT Worldwide Logistics and Berger Transfer & Storage. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party asset management arrangements.

Melanie Dohrman is a CFP® professional with 18 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2023, following 11 years at Spc and Sigma Financial Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from internal and third-party sources.

Joel Bravo is a financial advisor at Edward Jones in Taylor, Texas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for the City of Bryan for 17 years. 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 advisors and branch offices. The firm manages over $1 trillion in assets and provides services under a fiduciary standard.

Jeffrey Stefek is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of advisors and branch offices.

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with a range of customizable investment solutions across multiple custody platforms.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Jessica Humphreys is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at firms including Yondr, Manhattan Beach Post, TOCA Football, Live Nation, and IMG College. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Robinson is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she is involved with 421 Group LLC in an associate financial advisor capacity. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Elvira Lozoya is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Merrill in Pflugerville, Texas. She has worked at both Merrill and Bank of America, N.A. since 2005. Outside of her advisory role, she is a general partner and managing member of A & T Trucking LLC, a trucking company serving retail businesses. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sarah Chavarria is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Aaron's Inc for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jennifer Brown is a financial advisor at Cetera with a PFS™ designation and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm serving a range of clients with federal and state tax returns and related tax planning. Additionally, she serves as an oversight council member for the Texas Society of CPAs Austin Chapter. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning options, including access to third-party managers and a multi-manager platform.