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.

Jack Sutton Jr. is a financial advisor with Edward Jones in Elgin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones and associated with Motorola through Manpower since 1999. 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 large network of financial advisors and branch offices across the nation.

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.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, Kari worked with Sleep on It, dba Urban Mattress, and spent 18 years as a homeschool teacher. Outside of advising, Kari provides nutrition and fitness coaching and has experience editing college essays for high school students. 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 advisors and branch offices.

Hassan Ali is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002 and previously at UBS Financial Services from 1999 to 2002. 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 advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Ronald Hernandez is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for six years. Outside of his advisory role, his family operates a commercial cleaning business, which he does not manage directly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brandi Wilburn is a Series 66-licensed financial advisor with Edward Jones in Elgin, TX, having three years of industry experience. Prior to joining Edward Jones, she was affiliated with Texas State University for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm provides 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.

Felipe Puente Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Christopher Davenport is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. In addition to his advisory role, he serves as a FINRA arbitrator in Chicago, acting as an industry-affiliated individual on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment programs under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional services such as trust and securities-based lending.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he is involved with Reel Analytics, where he manages databases and presents reports for college football programs, and he also works as a driver for Uber on weekends. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Laurence Egle is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cetera. He has a long tenure in the financial services field, including 27 years with Avantax Insurance Agency and Avantax Investment Services, and 19 years with Avantax Advisory Services. He serves on the board of the Texas Music Museum. Cetera Investment Advisers LLC is an SEC-registered firm that provides comprehensive investment and retirement services through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

Clinton Potts is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 credential and 19 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years and Edward Jones for 5 years. 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 portfolios, third-party asset management, and institutional platforms, supporting investment strategies through a network of over 22,800 advisors.