John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.

Mason Richard is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, Mason was involved in an arbitrage and small leather goods ecommerce business through 138M 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Ian Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked in the food service industry and at educational institutions. He is also an associate and junior advisor at Oak Crest Financial and Oakcrest Advisors, where he assists with client relations and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliation with a municipal advisor.

Michele Stahl is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Hunter Cowley is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, with prior experience at Equitable Advisors and in academic roles at Brigham Young University. Outside of financial services, he has been involved in managing non-agent real estate holdings. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering a mix of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory program, which combines non-discretionary guidance with access to discretionary managed accounts and alternative investments.

Justin French is a financial advisor with Raymond James & Associates in Georgetown, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he spent nine years at Dell Technologies. 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 range of clients, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with a range of customizable investment solutions across multiple custody platforms.

John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is involved as a limited partner and registered agent in family business ventures including Dodie Farms Ltd and Jonelken Ventures Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm utilizes a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment implementations.

Brandon Krone is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other financial firms. Outside of financial advising, he coaches wrestling at Fight Factory in Austin, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach.

Matthew Capper is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience working at Westpac and in roles related to music and church activities. Outside of advising, he occasionally plays drums for The Grove Church in Liberty Hill, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large network of financial advisors and offers services under a fiduciary standard.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Taylor Smith is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Smith has been with Edward Jones since 2017, including a recent role starting in 2025. Outside of advising, Smith is an independent consultant for a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.