James Smith Sr. is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Sii, and MassMutual. He owns a sole proprietorship that provides life insurance quotes and strategies to clients. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services supported by various asset-allocation tools, third-party money managers, and unified managed accounts.

Otto Gindler is a Series 66 credentialed financial advisor with three years of industry experience. He is currently associated with Cetera and concurrently works as a Senior Tax Accountant at Gindler, Chappell, Morrison & Company. He also serves as Treasurer and Executive Committee Member for the nonprofit Austin Sunshine Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and diverse investment solutions.

William Fox is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and having 12 years of industry experience. His prior roles include positions at Merrill and First Allied Securities. Outside of his advisory work, he is managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and he is involved in mortgage brokerage through Fox Mortgage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Mark Thannisch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and totaling 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as CEO of HCT Cattle Company, an agricultural 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research.

Aaron Adams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of investment strategies, managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Stephen Barry is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he held various roles outside financial services, including work at Misho's Oyster Company and several positions in education. 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, offering a combination of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Laura Mitchell is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of her advisory role, she manages Your My Boy Blue LLC, where she coordinates client events and handles various operational and administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, 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 tailor retirement income plans, with a focus on assets held in Ameriprise Managed Accounts.

Michael Truss is a Series 66 licensed financial advisor with Edward Jones, based in Cedar Park, TX, and has one year of industry experience. Before joining Edward Jones, he worked at Laurie's Cafe and was involved with Milwood Baptist Church and Christ Chapel Bible Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branches.

Rachel Jensen is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, Jensen serves as a director of Spearfish Investments, Inc., a corporation associated with the Office Evolution franchise in which her spouse is president. Merrill, together 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 supported by internal and third-party managers for a range of individual and institutional investors.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ryan O’Hare is a financial advisor with Equitable Advisors in Austin, TX. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at SThree and as an independent contractor, along with various positions at educational institutions and in retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other 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 match clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Fernanda Quinete Vezina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Wells Fargo in 2022. Outside of her advisory role, she owns UVAIA CO, a social media and lifestyle shipping service based in Austin, 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 employs a large network of advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Janae Sowards is a financial advisor with Raymond James Financial Services Advisors, Inc. in Georgetown, TX, holding a Series 66 credential and nine years of industry experience. She previously worked at Lexington Financial and Commonwealth Financial Network. Outside of her advisory role, she is president and owner of Lexington Financial and assists with accounting for her husband’s insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized municipal and public finance services and various advisory program options.

Marjorie Graff is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kimberly Griffin is a financial advisor at Ameriprise with seven years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2016. Outside of advisory work, she manages the operations of Pathsage LLC as Practice Manager. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Horton is a CFP® professional with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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, distribution, and investment management capabilities.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Howard Brandell is a CFP® professional affiliated with Primerica Advisors in Austin, TX, with 26 years of industry experience. He has worked at Primerica Advisors since 2013 and has prior experience at First Care Health Plans and Randall's. In addition to financial advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes prior roles at TD Ameritrade and BNY Mellon. Outside of his advisory work, he is involved as a member of Parc Ferme, a non-agent real estate venture. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory services through both non-discretionary guidance and access to discretionary separately managed accounts. The firm’s integrated model combines brokerage, custody, and advisory services with a focus on multi-asset portfolio strategies and alternative investments.