Logan Lepe is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and 21 years of industry experience. His career includes roles at University Federal Credit Union, Cuso Financial Services, and several brokerage firms. He is also involved with UFCU Investment Services as an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. 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 municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Andrew Ely is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Company and Florida Financial Advisors/Trinity Wealth Securities, LLC. He has worked in both financial advisory and banking capacities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Matthew Raggio is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations. He has less than one year of industry experience, with prior roles at Charles Schwab & Co., Inc., The Micheals Organization, and Reynolds and Reynolds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement income planning advice.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Jordan Allen Coles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked in education and the service industry, including roles at TopGolf Austin and Priority Roofing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advice and access to affiliated discretionary separate managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing operations.

Erika Greathouse is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015 and also assists Dr. Barbara Shaw Alford with bookkeeping and credentialing tasks. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investment options.

Angus Wynne is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at TD Ameritrade and Charles Schwab, among other firms. His outside interests include a nominal ownership stake in a family-owned restaurant group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, offering clients a range of advisory and brokerage capabilities.

Gregory Rollo is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Dirk Ballast is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab in 2023, his work history includes roles in healthcare, retail, and education. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset model portfolio approach supported by Schwab Center for Financial Research due diligence.

Avery Sriyaranya is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as positions outside the financial sector. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advice with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Colleen Berryman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Her prior roles include positions at 49 Financial and AXA Advisors, LLC. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach blends primarily non-discretionary guidance with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ignacio Martinez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008 and currently works with Schwab Retirement Plan Services, Inc. since 2016. Based in Austin, TX, his career has centered on retirement plan services within the Schwab organization. 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Michael Menconi is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2008, including time 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Chris Moreland is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to design and execute financial blueprints for their retirement, focusing on developing, implementing, and maintaining comprehensive plans aimed at achieving long-term financial goals. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, Sales Supervisor at Kestra Financial from 2011 to 2022, and Financial Planner at Raymond James from 2007 to 2010.

Maxwell Clark is a CFP® with 16 years of industry experience, currently with LPL Financial since 2020. His prior experience includes roles at Cetera Advisor Networks and Aspect Wealth Management. Outside of advisory, he is a business owner of Mining Ventures, LLC and Technology Distribution International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad platform including financial planning, model portfolios, third-party asset management, and institutional solutions.

David Duly is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as Fidelity Brokerage Services LLC. Based in Austin, TX, he has been with Schwab since 2017. Charles Schwab & Co., Inc. serves a large client base 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 primarily non-discretionary investment guidance alongside access to discretionary separately managed accounts, combining multi-asset model portfolios and alternative investment offerings with a centralized operational structure.

Aaron Myers is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he held various positions in hospitality and retail, including at Mia Italian Tapas & Bar and L'auberge Casino Resort. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Matthew Orgass is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His career includes roles at TD Ameritrade, Guardian Life Insurance Company, Park Avenue Securities, and Merrill Lynch. He has been with Charles Schwab since 2021. 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.