Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Wilbur is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked with North Star Consultants, Minnesota Life Insurance, Securian Financial Services, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology tools.

Rachel Click is a financial advisor with LPL Financial based in Round Rock, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including a decade at UBS Financial Services before joining LPL Financial. 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 advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and technology-driven investment strategies.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with firms including Allstate Financial Advisors and Thrivent Financial. Stewart owns an independent insurance agency, The Stewart Agency, LLC, specializing in personal and commercial lines insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and institutional consulting services.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at New York Life for 22 years. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelly Dodd is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 66 designation and has worked with multiple Charles Schwab entities since 2015, currently based in Austin, TX. 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 multi-asset model portfolios supported by its Center for Financial Research.

Jessie Day is a financial advisor with Merrill in Georgetown, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jessie worked at J.P. Morgan Securities and JPMorgan Chase Bank for five years. Outside of advisory work, Jessie owns Grand Day LLC, a home-flipping business involved in purchasing, renovating, and reselling properties. 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 investment strategies for individual, high-net-worth, and institutional clients.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.

Sandra Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Outside of her advisory role, she has acted as an actor/extra and is a commissioned notary public in Texas. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kimberly Banesse is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with an emphasis on assets held in Ameriprise managed accounts.

Joseph French III is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supplemented by affiliated research and sub-advisers.

Jacob Khong is a financial advisor with Fidelity Investments based in Austin, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including logistics, retail, and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Marciel Camacho is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has held roles at Lexington Financial and Commonwealth Financial Network. She also operates Lexington Financial Group, providing tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and provides advisory programs that integrate technology and risk assessment, including specialized municipal and SIMPLE IRA employer consulting services.

Caimen Mc Donough is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Mc Donough held positions at several credit unions and worked in roles at Pristine Texas Rivers, U.S. Silica, and Texas Lutheran University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Felix is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2022, he worked in various roles including positions at Sitel/State Farm and FedEx Ground, as well as spending 14 years in full-time 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-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment onboarding process.