Brian Sockow is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab since 2021. Prior to joining Schwab, he worked at Hantz Financial Services and held roles outside the financial industry at Skyzone and Kohl's. Charles Schwab 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supporting investments with multi-asset model portfolios and research from Schwab Center for Financial Research.

Ivan Herrera is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Bank of America, and Merrill. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment research.

Klinton Mc Coy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Charles Schwab since 2009, following three years at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with a multi-asset and model portfolio approach supported by centralized custody and operational resources.

Andrew Flores is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior work includes roles in homebuilding and electrical services industries. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sarah Puckett is a financial advisor with LPL Financial in Leander, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior work includes roles at Prudential Equity Group, Wells Fargo Clearing, and Independent Financial Partners. 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, utilizing both proprietary research and third-party strategies, and supports a large network of advisors managing over $819 billion in discretionary assets.

Mason Morgan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with dedicated Financial Consultants to ensure clients' needs are met and financial plans remain aligned with their goals. He focuses on understanding each client's unique situation and developing customized strategies to support their financial objectives. Prior to his current role, Mason gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative there from 2022 to 2023. This progression reflects his commitment to fostering strong client relationships through trust and personalized service. Outside of his professional work, Mason has interests in baseball, football, golf, movies, and pets.

Anthony Trantham is a Financial Consultant currently working at Fidelity Investments since 2010. Prior to this role, he was a Registered Representative at Asset Strategies Group, LLC from 2006 to 2010. He specializes in helping clients make sound financial decisions by creating customized plans that align with their financial goals and risk tolerance. Anthony's approach focuses on empowering clients through personalized financial strategies. Outside of his professional work, he has interests in art, hiking, playing musical instruments, music, outdoor adventures, and traveling.

Matthew Petrosky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of finance, he is the owner of a small food and beverage business that produces and cans vegetable goods. 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, supported by centralized operational and custodial infrastructure.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.

Joseph Brown is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of B Squared Investments, an LLC established to hold his new office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large national network of advisors and branch offices.

Devin Thompson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

German Betancourt is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Charles Schwab, he worked at American Campus Communities and has a background that includes several years in 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation and centralized operational infrastructure.

Walter Reep is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on a board of directors and is involved in multiple business ventures unrelated to investment management. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sirisha Rayavarapu is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. She has been with Charles Schwab 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 affiliated discretionary separately managed accounts and offers a comprehensive array of investment guidance and due diligence.

Marshall Wiley is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2009 in various roles. His current position involves working closely with clients to develop, execute, and maintain comprehensive financial plans tailored to their long-term goals. Over his tenure at Fidelity Investments, Marshall has held positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial consulting and client relationship management. Marshall's professional approach centers on building life-long relationships with clients and their families to achieve their financial objectives through personalized planning and execution.

Zachary Sinsabaugh is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation. He joined LPL Financial in 2026 and has diverse prior work experience in various industries, including automotive, retail, and education. 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, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Rosalyn Respecia is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked with Ameriprise and its affiliate since 2016. In addition to her advisory role, she is associated with Pathsage LLC and Hearthstone Wealth Management, a private wealth advisory practice within Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Ansur Mazhar is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade, Inc. during his career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.