Rona Neuneker is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2014. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Andrew Bunce is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for 21 years. Before joining Edward Jones, he worked at Meta for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Mark Glasper is a financial advisor at Charles Schwab & Co., Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, his background includes work with Amazon Flex and involvement in community-focused activities such as Listen To The Kids. 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with centralized supervisory, custody, and order-routing services.

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2017, following prior roles at Keystaff INC and AT&T. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, although the business is currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.

Lisa Aschenbeck is a financial advisor with Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge Investment Research since 2010. Outside of her advisory role, she is a partner in Texan Tree Depot and has involvement as 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 a range of financial planning and investment management services delivered through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a CFP® and Series 66-credentialed financial advisor at Edward Jones in Round Rock, TX, with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is a Class B member of a car repair business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Matthew Meyers is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Voya Financial Partners and VOYA Financial Advisors, along with running Crossroads Financial Services since 2011. 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 range of advisory and brokerage services, including financial planning and third-party asset management, supported by a broad platform and extensive advisor network.

Craig Stuart is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013. 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, multi-asset model portfolios, and a structured alternative-investment program.

Manasa Motamarry is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior work includes roles at Saipadh Infotech and H&R Block Inc. 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 offers a range of integrated investment and custody services.

Daron Brockington is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Charles Schwab in 2019, he worked at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. 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 investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base 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 a formal alternative-investment onboarding process.

Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, Texas, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Darden Restaurants. 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 applying an ESG eligibility framework in its recommendations.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.