Tuyet Mai Hoang is a CFP®-certified financial advisor with J.P. Morgan Securities in Austin, TX, bringing 13 years of industry experience. Her career includes roles at JPMorgan Chase Bank, NYLIFE Securities LLC, Eagle Strategies, and New York Life Insurance Company. Outside of her advisory work, she is involved in managing a personal real estate leasing activity. J.P. Morgan Securities offers institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research with ESG considerations and leverages broader derivatives and commodities capabilities.

Samantha Nelson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs of individuals and families. Samantha has been with Fidelity Investments since 2017, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Service Representative at Charles Schwab from 2015 to 2017. Outside of her professional work, Samantha enjoys cooking and baking, participating in family activities, attending social events with friends, and traveling.

Victor Ruiz Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and New York Life Insurance Company. Outside of financial services, he has been involved with entrepreneurial ventures including Ritual Relax and Cr38tiv Cinematics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by a manager solutions team.

Kathryn Stull is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Her professional experience at Fidelity began in 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. In her capacity as a financial consultant, Kathryn focuses on building strong client relationships by understanding their financial needs and collaborating on tailored financial plans. Her approach emphasizes client confidence and long-term engagement in managing their financial futures.

Dharam Gunnia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at PayPal Inc., Amrut Farms LLC, and various consulting and management firms. He also receives compensation for referrals related to home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jaryd Hartzell is a financial advisor at Raymond James & Associates with three years of industry experience and holds Series 63 and Series 66 credentials. His previous experience includes roles at Equitable Advisors, LLC and various positions outside the financial industry, including working as a lacrosse referee since 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through a range of portfolio management styles and is noted for its municipal advisory services and extensive affiliated ecosystem.

Logan Kerr is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab intermittently since 2018, with prior roles at Kestra Investment Services and Zacks Investment Management. His background also includes experience with SocialMatters.ai and Tender Hearts Homecare Services. 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 a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios, strategic asset allocation, and a formal alternative investment program.

Austin Hendricks is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Equitable Advisors. He is based in Austin, Texas. 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, offering integrated advisory, brokerage, custody, and financial planning services. The firm provides a primarily non-discretionary client relationship model combined with access to discretionary separately managed accounts and multi-asset investment strategies.

Scott Schiller is a CFP®-certified financial advisor at Osaic with 18 years of industry experience. He previously worked for Jackson National Life Distributors for 15 years before joining Osaic in 2023. Schiller is also involved with Platinum Wealth Solutions of Texas, LLC, where he performs wealth management fiduciary duties. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform supported by various managed account programs and third-party managers.

Gage Dahmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments over a ten-year period. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business in Austin, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Joanna Payne is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where she has worked since 2007. She has 21 years of industry experience. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary strategies and utilizes multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Dustin Mc Cain is a CFP® and holds a Series 66 license, with 10 years of industry experience, all at Edward Jones since 2016. He is based in Cedar Park, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Baird is a CFP® and ChFC® with 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Edward Aoshima is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at University Federal Credit Union, CUSO Financial Services, LP, and Wells Fargo in various roles. He is also a Premier Banking Relationship Manager at University Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms supported by advanced operational tools and a broad network of advisors.

David Dormady is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently with Osaic Wealth, where he has worked since 2023, and previously held roles at Sagepoint Financial, Inc. and Osaic Services, Inc. Dormady is also a member of Dormady Financial LLC, an investment-related business. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Nancy Hanson is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Toussaint Carryl is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2013 and previously worked at Adverse Ventures LLC from 2010 to 2016. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and operational support.

Felix Gutierrez is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining LPL Financial, Felix worked at Bank of America, Merrill, BBVA Wealth Solutions, and Edward Jones. 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, model portfolios, third-party asset management, and institutional platforms.

Robert Frazier Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Olivia Golden is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Her prior work includes roles at Slalom, Bank of America, Merrill, Alma, and entrepreneurial experience with Italian Eatery LLC and 526 Salon. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and alternative investment options.