Dawn Ornelas is a financial advisor with Equitable Advisors, holding a Series 66 credential and currently based in Austin, TX. She has 22 years of industry experience, including multiple tenures at Equitable Advisors and prior roles at Fidelity Investments. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching to appropriate investment models.

Christopher Staton is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Prior to his financial career, he taught at Georgetown and Cedar Park High Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model-driven investment strategies across mutual funds, ETFs, and ETPs.

Patrick Dendy is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with IMG Financial Group since 2009 and transitioned to Cetera in 2023. Outside of advisory roles, he is also involved in fixed insurance sales as an agent and owns a holding company. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Stephen Ross is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to joining Charles Schwab, he worked at Capital Group and Dimensional Fund Advisors. He also has a background as a professional musician and continues to receive royalty payments from songwriting. 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 integrates multi-asset model portfolios and alternative investments in its client offering.

Daniel Noce is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes roles at Fidelity Investments since 2021, as well as prior experience at Big Y Foods and Central Connecticut State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios comprising mutual funds, ETFs, and ETPs.

Makenna Lang is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles at several educational institutions and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Yifan O’Connor is a financial advisor with J.P. Morgan Securities in Leander, TX, holding a Series 66 designation and seven years of industry experience. His career includes roles at J.P. Morgan Chase N.A. and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Robert Flores is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2007, including time at Axa Advisors, LLC. He has 19 years of industry experience. Flores serves as vice president of finance for the Ingleside Education Foundation and holds board memberships with the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses risk assessment to match clients with advisory program models or discretionary managers, leveraging both proprietary and third-party investment solutions.

Ashley Caples is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, she worked at Charles Schwab & Co., Inc. and has experience in mortgage services and health care. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and advisor-facing technology tools.

Miguel Davila Penaloza is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His background includes roles at Edward Jones, Meta Inc, and Apple Inc. He is based in Leander, TX. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melinda Kaiser is a financial advisor with LPL Financial based in Austin, TX, holding Series 63 and Series 65 credentials and having 27 years of experience in the industry. She worked for NEXT Financial Group, Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial products and support tools.

Jon Garcia is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where he has worked since 2012. He has 14 years of industry experience. 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational platform.

John Kaspar is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Farmers Insurance Group for five years. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sarah Coombes is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. Prior to her financial services career, she worked for the Palatine Police Department for five years and has held various roles in hospitality and retail. She is also associated with Oak Crest Financial, a non-investment related support company based in Liberty Hill, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and comprehensive service programs. The firm is known for its municipal advisory affiliation and specialized employer advisory services.

George Howe is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James & Associates and U.S. Capital Wealth Advisors, among others. He is co-owner of SB Wealth Advisors LLC, a business entity for tax and investment purposes. 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 services and investment strategies supported by proprietary research and technology, with a notable scale of operations including over 22,800 advisors and more than $819 billion in discretionary assets.

Johnathan Parohinog is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Cedar Park, TX. He has two years of industry experience, including prior roles at automotive and service companies such as Toyota and TQL. Outside of advising, he is a co-owner of FILO Residencies LLC, a business involved in arranging corporate leases. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans without portfolio management or institutional advisory functions.

Caitlin Koester is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Third Base Sports Bar as a server and bartender. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Michael Bergeron is a CFP® professional at Charles Schwab with five years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. Prior to his financial career, his experience includes roles in legal services and several other industries. 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 relationships and access to discretionary SMA portfolios, supported by a comprehensive operational structure and investment research.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab Bank. 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 discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Marcus Leyva is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at Jjmack Group, LLC and Waddell & Reed, Inc., spanning over a decade. Leyva has a background in insurance through various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.