John Stansel is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab in Austin, TX since 2013. 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 separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

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.

Dale Vannoy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions/Insurance Group for 12 years before joining Edward Jones in 2024. Outside of advising, he owns a rental property in Stephenville, TX, where his son resides. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is known for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive portfolio management options.

Carrie Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a co-trustee for a friend's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Miranda Winholt is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with noted expertise in commodity pool operations and AI-driven research methods.

Thomas Goldberg is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously at GWN Securities Inc. from 2015 to 2017. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Sharmistha Bhattacharyya is a Series 66-registered financial advisor with Merrill, based in Cedar Park, TX. She has nine years of experience at Merrill and seven years at Bank of America, N.A. Her prior experience also includes a year at Huntington National Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Donna Parker is a CFP® with 39 years of industry experience and is currently affiliated with OSAIC Wealth, Inc. She has held positions at Royal Alliance Associates, INC., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Andres Banuelos Medina is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include working at View Capital VC and a period focused on full-time education. Charles Schwab 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 separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Dickens is a CFP® professional with nine years of industry experience, currently with Charles Schwab in Austin, TX. His work history includes roles at Charles Schwab Bank, Kestra Investment Services LLC, and SWBC Investment Advisory Services. Outside of his advisory role, he is a 25% owner of Blackbird Agency LLC, an entity holding real estate rental property. Charles Schwab & Co., Inc. serves 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, supported by centralized custody and operational infrastructure.

Anthony Franzago is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its related entities since 2004. Outside of advisory work, he is involved in real estate ownership, holding several residential investment properties in the Austin and San Antonio areas. 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 clients approaching or in retirement with written recommendation reports and ongoing, tax-aware retirement income planning advice.

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. 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 client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various program options.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. His other business activities include involvement in various insurance businesses. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models and tools tailored to client risk profiles and investment needs.

Ryan Manalili is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation. Prior to his current role, Manalili had periods of full-time education and worked briefly at Strawberry Farms Golf Club and DoorDash. Charles Schwab 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 separately managed accounts managed by an affiliate and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Sugden is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and CUSO Financial Services, L.P., among other firms. Sugden is also involved with the University Federal Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Wirt is a financial advisor with J.P. Morgan Securities in Round Rock, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at VALIC Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized, non-discretionary advice.