Matthew O'Bryant is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Fellers is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2021, following prior roles at TCG Advisory Services LLC, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated advisory, brokerage, and custody platform. The firm’s model emphasizes client decision-making supported by periodic recommendations and discretionary managed account options.

Douglas Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2012 and also owns Fletch Realty, a real estate brokerage business he has operated since 2001. In addition to his advisory role, he serves as treasurer for the Polar Place Office Condominium Association and is involved in consulting and technical services through Money Edge, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals who utilize a range of portfolio management and model-based solutions tailored to client objectives.

Italo Zarate is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes multiple roles at Charles Schwab and its affiliated entities, as well as positions at J.P. Morgan Securities and Brikl. 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 and discretionary investment options, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

Joseph Brown is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years at Mars Wrigley Confectionery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of more than 23,700 financial advisors.

Audra Mueller is a Series 66-licensed financial advisor with Ameriprise in Austin, TX, and has 11 years of industry experience. She previously worked at Morgan Stanley Private Bank and has served on the Boards of Directors for the Dripping Springs Community Foundation and the National Charity League, Dripping Springs Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Rebecca Robinson is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, she is involved with 421 Group LLC in an associate financial advisor capacity. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, 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 delivered through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Bradley Lawson is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2021, respectively. Outside of his advisory work, he participates in recreational dachshund racing and builds wooden furniture for sale in his local community. 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, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment platform.

Richard Sieling is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Outside of advising, he serves as Treasurer and board member of the nonprofit Loop 360 water company and is involved in managing the agricultural and financial affairs of Moseley Ranch Cattle LLC. 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 using risk profiling and modeling tools and supports its advisors with programs that include municipal advisory and SIMPLE IRA consulting services.

Ankita Agarwal is a financial advisor at Charles Schwab with 3 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2023. Prior to her current role, she has experience in healthcare and optometry sectors. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kristen Druley is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Jjmack Group, LLC, Waddell & Reed, Inc., and various insurance carriers. She is also involved in non-variable insurance activities through Medico Insurance Company and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

John Williams is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Williams serves on the Board of Directors and acts as Treasurer for the LASA Girls Soccer Booster Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Alison Reznikov is a financial advisor at Equitable Advisors with securities licenses Series 63 and Series 65 and four years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at Primerica and Convert Wire. Outside of financial services, she was involved with Texas Hillel and Beth Tfiloh Camps. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Gregory Hernandez is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes over two decades with USAA-affiliated financial planning and investment management firms. He holds Series 63 and Series 65 registrations. 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 related services. The firm offers a combination of non-discretionary and discretionary investment advisory models, utilizing multi-asset portfolios, strategic asset allocation, and a formal process for alternative investment offerings.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

John Uechi is a financial advisor at Primerica Advisors in Georgetown, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Outside of financial advising, he owns Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.