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 at LPL Financial with three years of industry experience. She holds Series 66 and Series 63 registrations and previously worked at Charles Schwab & Co., Inc. from 2023 to 2026. Outside of finance, she has experience in education and filmmaking, including a role at Indie House Films. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Janell Soto is a financial advisor at Charles Schwab with 14 years of industry experience and holds a Series 66 designation. She has been associated with multiple Charles Schwab entities since 2012, including Charles Schwab Bank, SSB, Charles Schwab Premiere Bank, SSB, and Charles Schwab Trust 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized custody and order-routing services.

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.

Corinne Yelle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial from 2014 to 2019. Outside of her advisory role, she works as a fitness instructor at Orangetheory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Sebastian Mencia is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and previously held roles at Eikona Technologies, Uber/Doordash, Barton Associates, and Trinity University. Outside of his advisory work, he receives interest from staked cryptocurrency holdings. 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 both non-discretionary and discretionary investment solutions supported by strategic asset allocation models and due diligence on alternative investments.

William Harless is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at US Tech Solutions Inc, Wells Fargo Clearing Services LLC, and Virginia Tech. He also has experience outside finance, having worked at Sharkey's Rib and Wing Joint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by model portfolios and research from multiple sources.

Evan Yeakel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at various Charles Schwab entities for nearly two decades. Outside of advising, he is registered as a notary in Cedar Park, Texas. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by an integrated platform that combines adviser programs with access to insurance products and third-party asset management.

Andrew Norwine is a financial advisor at Charles Schwab with 11 years of industry experience. He has held his current role at Charles Schwab since 2014. Norwine holds the Series 66 designation and is based in Austin, TX. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Zachary Champine is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX. He began his career with the firm in 2025 and has prior experience in various roles including administration of his father's estate. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, offering a range of advisory programs and third-party manager referrals.

Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated structure that includes custody, brokerage, and cash-sweep services.

Cameron Edenfield is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Schwab in 2024, Cameron's background includes various roles outside finance, such as positions in the hospitality and service industries as well as a period focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated advisory model combining non-discretionary advice with access to discretionary separately managed accounts and alternative investment options.

Ross Hufstedler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to his current role, he worked at HEB Grocery Company for several years. 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 mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investments, supported by its large scale and integrated service structure.

Ryan Sanker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2022. His background also includes roles outside of finance, such as staffing and service positions with Hill Country Event Staffing and DoorDash. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Daniel Mendoza is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Charles Schwab since 2009. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Dane Crick is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and having less than one year of industry experience. His prior experience includes roles at MWA Financial Services, Modern Woodmen of America, as well as positions outside of finance in the hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research from both internal and third-party sources.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 65 and Series 63 licenses and has three years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options for combined planning and managed-account services under a consolidated billing structure called WealthPlan.

Joe Harris is a financial advisor at Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2025. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by algorithmic tools and research to deliver tailored, tax-efficient retirement recommendations.