Jon Garcia is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2012. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

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.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James & Associates and U.S. Capital Wealth Advisors, among others. He is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. 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 services and investment strategies supported by proprietary research and technology, with a notable scale of operations including over 22,800 advisors and more than $819 billion in discretionary assets.

Johnathan Parohinog is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Cedar Park, TX. He has two years of industry experience, including prior roles at automotive and service companies such as Toyota and TQL. Outside of advising, he is a co-owner of FILO Residencies LLC, a business involved in arranging corporate leases. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans without portfolio management or institutional advisory functions.

Michael Bergeron is a CFP®-certified financial advisor with five years of industry experience, currently associated with Charles Schwab in Austin, TX. His work history includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. 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, offering multi-asset model portfolios and alternative investment options through a centrally integrated platform.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab Bank. 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 utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Marcus Leyva is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at Jjmack Group, LLC and Waddell & Reed, Inc., spanning over a decade. Leyva has a background in insurance through various carriers associated with W&R Insurance Agencies. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Draeger is a financial advisor at Charles Schwab with a Series 66 credential and under two years of industry experience. His work history includes roles at Charles Schwab, Fidelity Investments, and client relations positions. 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 research from Schwab’s Center for Financial Research.

Logan Clipp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 tailored retirement income planning and tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Tina Matthews is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2023, she spent 14 years at Sagepoint Financial, Inc. Matthews is also a Certified Divorce Financial Analyst (CDFA) and works with clients undergoing divorce, primarily assisting women in understanding and managing asset division. Additionally, she serves on the Mercy Committee of Austin Ridge Bible Church, which evaluates funding requests for individuals and families in need. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Justin Masci is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Charles Schwab since 2017 and previously had a one-year break in employment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

John Rowe is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at COSTAR Group and Blue Ridge Bank, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Akshay Gupta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of financial advising, he is involved in an electrical engineering business based in Jackson, MS. 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 advisory services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

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 with LPL Enterprise holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked in logistics and storage sectors for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Nathaniel Sorenson is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neal Cohen is a Series 66-credentialed financial advisor at Charles Schwab with six years of industry experience. He has been with Charles Schwab & Co. Inc. since 2016 and previously worked at Schwab Retirement Plan Services, Inc. from 2016 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational framework.

Sara Wittbold Araoz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for three years. Her background includes roles outside finance such as work with Women & Their Work and involvement in film production with Indie House Films. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technological tools.

Janell Soto is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at multiple Charles Schwab entities since 2012. 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 related managed-account and financial planning services. The firm combines non-discretionary client guidance with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Julio Naveda Rivas is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Media Star Promotions, United Parcel Services, and various other companies before joining Charles Schwab. 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and supervisory arrangements.