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.

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, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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 with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab in 2021, she worked in roles at Saipadh Infotech, H&R Block Inc, SMK Consulting LLC, and Rush Enterprises Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and financial planning services.

Kathleen Kinto is a financial advisor at LPL Financial with a Series 66 credential. She has recently transitioned into the financial services industry and has prior experience in healthcare-related roles at institutions including Baylor College of Medicine and Texas Children's Hospital. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

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.

Tanner Littleton is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at H-E-B Grocery Company for five years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Schwab, she worked at 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 program, offering a combination of non-discretionary and discretionary investment management and financial planning services across multiple wrap programs and affiliated platforms.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab since 2004. 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 offers a multi-asset model portfolio approach supported by extensive due diligence and centralized operational resources.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

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.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Michael Eisenmenger is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise and its predecessor firms since 1994 and holds a Series 63 designation. Outside of his advisory role, he consults with financial advisors on practice transitions through Succession Path, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning and written recommendation reports focused on tax-aware withdrawal strategies and dependable income sources.

Marcos Morales is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Austin, TX. He has been with J.P. Morgan Securities since 2012. 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.