Frank Netherton is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and executor for family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kenny Cox is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he manages his personal family trust. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Joshua Knuffke is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Barton Associates and Pruco Securities LLC. Outside of his advisory role, he is involved in a non-variable insurance agency related to his business at LPL. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Binh Nguyen is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Austin, TX. He has 25 years of industry experience and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2002. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Ruff is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at Charles Schwab & Co., Inc. from 2025 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Michelle Marshall is a CFP® professional with 12 years of industry experience, currently serving clients at Edward Jones since 2013. She holds the Series 66 designation and is based in Georgetown, TX. Outside of her advisory role, she is involved in managing short-term rental properties in Georgetown and Kingsland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

Alex Tang is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property in Georgetown, Texas. 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. The firm offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zahra Baldwin is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and the Fashion Institute of Design and Merchandising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Goscha is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. for seven years. His background also includes a brief tenure at the University of Nebraska at Omaha and five years at Jimmy Johns. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jonathan Holmes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Spc and Sigma Financial Corporation, each for 13 years. Holmes is also president of Terra Lumen Energy Partners, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Scott Green is a CFP® and holds a Series 66 designation with 16 years of experience in financial advising. He has been with Edward Jones since 2010, based in Round Rock, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Saachi Goel is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. Prior to focusing on advisory roles, Saachi worked at Schwab Retirement Plan Services, Inc. and Charles Schwab Bank, SSB. Outside of finance, Saachi has operated local businesses including Austin Dog Butler and Babysitting Austin, LLC. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Daniel Hillery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at United Parcel Service, Natural Grocers by Vitamin Cottages, and other companies in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including specialized fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative and algorithmic portfolio construction, and it conducts oversight over sub-advisers while addressing conflicts of interest.

Adria Basco is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 16 years at 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 separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Mariah Horn is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Kestra Financial Services in various roles since 2003. Outside of her advisory work, she serves as Treasurer for the Vista Ridge High School Track Booster Club. 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 and discretionary investment management with integrated custody and brokerage services.

Collin Clark is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Clark serves on the board of the Elgin Municipal Utility District in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research with third-party strategies and technology-driven portfolio management.