Dale Vannoy is a financial advisor with Edward Jones in Cedar Park, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked for Farmers Financial Solutions/Insurance Group for 12 years. Outside of his advisory role, he is an owner of a rental property in Stephenville, TX, which is occupied by his son. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Carrie Kline is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. In addition to her advisory work, she serves as a co-trustee for a friend’s investment-related trust in Georgetown, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Seth Herbeck is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Schlumberger Technology Corp from 2007 to 2018. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Goldberg is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at GWN Securities Inc. from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Sharmistha Bhattacharyya is a financial advisor with Merrill, holding a Series 66 designation and with two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Bank of America and Huntington National Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Donna Parker is a CFP® professional with 39 years of industry experience, currently serving at OSAIC Wealth, Inc. She has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Andres Banuelos Medina is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include working at View Capital VC and a period focused on 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Dickens is a financial advisor with Charles Schwab in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 10 years of industry experience with prior roles at SWBC Investment Advisory Services and Kestra Advisory Services. In addition to his advisory work, he is a 25% owner of an LLC involved in non-agent real estate ownership. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining brokerage, custody, and advisory services within a large integrated platform.

Charles Cox III is a ChFC®-designated financial advisor with Edward Jones in Lago Vista, TX, with 21 years of industry experience, all with Edward Jones since 2005. He is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated mutual funds, operating under a fiduciary standard and maintaining a nationwide network of financial advisors and branch offices.

Anthony Franzago is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its related entities since 2004. Outside of advisory work, he is involved in real estate ownership, holding several residential investment properties in the Austin and San Antonio areas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware retirement income planning advice.

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various program options.

David Boren is a financial advisor with OSAIC in Round Rock, TX, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and New England Securities. Outside of his advisory work, he serves as a deacon for the Diocese of Austin and is a board secretary for the Round Rock Police Foundation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he is involved in various insurance-related business activities. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to tailor investment solutions, often utilizing third-party asset managers and advisory platforms.

Ryan Manalili is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation. Prior to his current role, Manalili had periods of full-time education and worked briefly at Strawberry Farms Golf Club and DoorDash. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts managed by an affiliate and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Sugden is a Series 66 licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Morgan Stanley and Merrill, with recent experience at University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

David Wirt 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 been with J.P. Morgan in various capacities since 2017. Prior to joining J.P. Morgan, he worked at VALIC Financial Advisors, Inc. from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes expertise in derivatives and commodities through its broader regulatory registrations.

Carolina Ospina is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.