Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., Investment Professionals, Inc., Ameriprise Advisor Services, Inc., and Osaic FA, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence supported by both quantitative and qualitative research and incorporates a range of investment strategies, including ESG frameworks.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Brissa Mejia is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dranoel Ross is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at Realtor.com and several other companies. 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 management, with access to multi-asset model portfolios and alternative investments supported by centralized custody and operational infrastructure.

Jared Barnes is a financial advisor at Ameriprise with Series 66 and Series 63 credentials and one year of industry experience. Before joining Ameriprise, he worked at Charles Schwab & Co., Inc. He also has experience managing an advisory business through an outside employment role at Your My Boy Blue LLC. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Denton is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His professional background includes roles at Charles Schwab & Co., Inc., Under Armour, and several other companies across different sectors. He is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base of 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 guidance using multi-asset model portfolios and centralized operational structures.

James Williams is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Edward Jones in 2026, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA from 2023 to 2025 and has a long tenure with Campus Crusade for Christ from 2001 to 2022. 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 nationwide.

Carlos Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Charles Schwab and its affiliates since 2015, including a current role at Charles Schwab Bank, SSB. 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 managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and an integrated platform of advisory, brokerage, custody, and cash-sweep services.

Austin Locklear is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting entrepreneurs and families with comprehensive financial strategies aimed at protecting, growing, and transferring their wealth. His client focus areas include college education planning, family wealth management strategies, legacy planning, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Austin holds a bachelor's degree from Texas A&M University and a master's degree from the Seattle School of Theology & Psychology. He is licensed as a Life Accident and Health Insurance Agent and holds FINRA Series 7 and 66 registrations. Fluent in English and Spanish, Austin is committed to building strong relationships with his clients to help them address critical financial decisions. Originally from Dallas, Texas, Austin attended Trinity Christian Academy. He currently resides in West Austin with his spouse and three children and enjoys golf in his personal time.

David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, Inc. He also owns and operates David Ackel Auctions, a business he has been involved with since 1989. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance Associates, INC., Sii, MML Investors Services, LLC, MassMutual Life Insurance Co, and Edward Jones. He also owns a sole proprietorship offering life insurance quotes and strategies. OSAIC serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides comprehensive financial planning and investment services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Otto Gindler is a Series 66 credentialed financial advisor with three years of industry experience. He is currently associated with Cetera and concurrently works as a Senior Tax Accountant at Gindler, Chappell, Morrison & Company. He also serves as Treasurer and Executive Committee Member for the nonprofit Austin Sunshine Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and diverse investment solutions.

William Fox is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at Merrill and First Allied Securities. Outside of his advisory work, he is managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and he is involved in mortgage brokerage through Fox Mortgage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Mark Thannisch is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Prudential Equity Group prior to joining Raymond James & Associates in 2022. Outside of advising, he serves as CEO of HCT Cattle Company, an agricultural business based in Austin, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aaron Adams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Stephen Barry is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he held various roles including time in education and positions at several companies such as Misho's Oyster Company and Leif Johnson Truck City Ford. 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 a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Laura Mitchell is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of her advisory role, she manages Your My Boy Blue LLC, where she coordinates client events and handles various operational and administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor retirement income plans, with a focus on assets held in Ameriprise Managed Accounts.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.