Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated structure that includes custody, brokerage, and cash-sweep services.

Cameron Edenfield is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Schwab in 2024, Cameron's background includes various roles outside finance, such as positions in the hospitality and service industries as well as a period focused on full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated advisory model combining non-discretionary advice with access to discretionary separately managed accounts and alternative investment options.

Ross Hufstedler is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to his current role, he worked at HEB Grocery Company for several 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 offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investments, supported by its large scale and integrated service structure.

Ryan Sanker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2022. His background also includes roles outside of finance, such as staffing and service positions with Hill Country Event Staffing and DoorDash. Charles Schwab 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 employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Daniel Mendoza is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Charles Schwab since 2009. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Dane Crick is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and having less than one year of industry experience. His prior experience includes roles at MWA Financial Services, Modern Woodmen of America, as well as positions outside of finance in the hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research from both internal and third-party sources.

Joel Bravo is a financial advisor at Edward Jones in Taylor, Texas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for the City of Bryan for 17 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices. The firm manages over $1 trillion in assets and provides services under a fiduciary standard.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Sarah Mc Entee is a financial advisor with Thrivent Investment Management in Georgetown, TX. She holds Series 65 and Series 63 licenses and has three years of industry experience, all with Thrivent and its affiliates. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering a broad range of topics, with options for combined planning and managed-account services under a consolidated billing structure called WealthPlan.

Joe Harris is a financial advisor at Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2014 to 2025. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by algorithmic tools and research to deliver tailored, tax-efficient retirement recommendations.

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.