Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2018, following a period at AXA Advisors, LLC, and has experience at the University of Texas and University Presbyterian Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

John Barrett is a financial advisor at Merrill in Austin, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Bank of America, Guardian Life, and Santander Consumer USA. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alberto Sandoval is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior work includes roles at TD Ameritrade, TravisMathew, and Lyft. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to affiliated discretionary separately managed accounts using multi-asset model portfolios and a centralized operational structure.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Larry Allison is a financial advisor at Cetera with 35 years of industry experience. He has been with Cetera and its affiliated entities since 1991. Allison holds Series 63 and Series 65 designations and serves as treasurer of the Sun City Kiwanis Club of Georgetown, Texas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Ross Dowling is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee for family investment activities. 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, and municipal entities, offering customized financial planning and consulting through a variety of portfolio management styles and affiliated research resources.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Marjorie Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Cetera since 2020 and previously spent 14 years at First Allied Securities, Inc. Johnson serves as an executor of a trust and volunteers with the International Waterlily Collection nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Andrew Marcus serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Austin, Texas. In this role, he focuses on comprehensive wealth management, helping clients make confident, long-term financial decisions. His expertise encompasses managing new wealth, portfolio management services, and retirement income. Marcus employs a disciplined, client-first approach, combining strategic insight with personalized guidance to develop customized strategies and deliver trusted, relationship-driven advice. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Greenhill and attendance at the University of Texas System, with no degree conferred. Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Dilnawaz Gazdar is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. Gazdar also acts in a fiduciary capacity for a family estate. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 credential and has a background that includes roles at Austin Bodybuilding and various food service businesses, as well as teaching positions at the University of Texas at Austin and the Austin Waldorf School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options.

Tomasa Martinez is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, she worked at BNI Global, Woodstock School District 200, and BNI Marketing, LLC. Martinez is involved in volunteer work as a secretary for a religious organization and as a chaplain conducting Bible study for incarcerated women. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Edward Cruz Medrano is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Charles Schwab since 2019, including a role at Charles Schwab Bank, SSB since 2025. Prior to that, he worked at Manpower, Inc. from 2015 to 2017. 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 and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence on alternative investments.

Brent Hagen is a financial advisor with Osaic Wealth, holding a Series 66 designation and 21 years of industry experience. He has previously worked at MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business and a property/casualty insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Russell Zapalac is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as a director on the HOA board for Woodlawn Place Condos. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across a broad range of financial topics. The firm combines planning with managed-account services through its WealthPlan program while maintaining separate delivery of advice and portfolio management.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 solutions supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Blake Kossl is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Iowa State University and Sukup Manufacturing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.