John Horton is a CFP® with 20 years of experience in the financial services industry. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2007 to 2011. He is also associated with JPMorgan Chase Bank, N.A. since 2011. 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 through a non-discretionary program. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions to support client recommendations.

Diana Shields is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 credential with five years of industry experience. She has worked at Edward Jones since 2020 and previously served on the Travis Appraisal Review Board. Outside of advising, she is a co-owner of an investment LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Howard Brandell is a CFP® with 26 years of industry experience currently affiliated with Primerica Advisors in Austin, TX. He has been with Primerica Advisors since 2013 and previously worked at First Care Health Plans for six years. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a broad network of financial advisors.

Peter Lynch is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including BBVA Wealth Solutions, CUSO Financial Services, and University Federal Credit Union. His other business activities include involvement with UFCU Investment Services. 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, supported by extensive technology and a broad network of advisors.

Shawn Parsons is a CFP® professional with 15 years of experience in the financial industry, all of which have been with Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Parsons is involved in managing a real estate business through S&K Main Street LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Olsen is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade and BNY Mellon. Outside of advisory work, he is a member of Parc Ferme, a non-agent real estate group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Sang Lee is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Sang works closely with clients to understand their financial goals and develop personalized strategies to address short-, mid-, and long-term objectives. His areas of focus include general investing, retirement planning, and contingency savings, providing comprehensive financial guidance tailored to individual needs. Sang holds a Bachelor's and a Master's degree from the University of Houston System. He also holds the Professional Investment Advisor (PIA) designation, reflecting his expertise in investment advising. Sang serves as a resource by offering ongoing advice and coordinating access to Bank of America specialists for banking, credit, home financing, and small business solutions as appropriate. His professional approach centers on uncovering what matters most to clients and their families, enabling the creation of strategies that align with their financial goals. Sang emphasizes building a collaborative relationship to address clients' concerns and questions throughout changing circumstances.

Kyle Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Borderlands Brewing Company and Mission Steel. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Rhonda Maywald is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current role at Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds, tax-efficient services, and securities-based lending options.

Denava Horn is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2014, Horn worked at Kestra Investment Services for seven years. Outside of advising, Horn is involved with Just Between Friends, a consignment sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Miller is a Series 66-licensed financial advisor with Thrivent Investment Management in Cedar Park, TX. He joined Thrivent in 2026 and has previous work experience at Robert Half and involvement in organizations such as Life Abundant Leadership and Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options under a consolidated billing structure called “WealthPlan.”

Andrew Fenske is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Charles Schwab and prior work in the food service industry with Lamorinda Pizza, as well as involvement in full-time education. 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 and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody services.

Austin Blaue is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group / American Funds Service Co. for eight years. Outside of finance, he has experience in the retail and service sectors, including time at Prairie Highlands Golf Course and Peachwave Frozen Yogurt. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Timothy Shirley is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008. Outside of his advisory role, he is involved with The S Life, a family-focused social media account managed by his wife. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Amy Norris is a CFP® and holds a Series 66 designation with Edward Jones, where she has worked for 10 years. Based in Round Rock, TX, she is involved as secretary for the Professional Women of Williamson County. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Margaret Bryant is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including seven years at Merrill and several years at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jordan Nolden is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Kasasa and Charles Schwab. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Taylor is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Leander, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor serves as Treasurer on the Sterling Athletic Booster Board. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Srinath Desilva is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, Cetera, and CUSO Financial Services. Outside of his advisory role, he is involved with ACLAND APPAREL, LLC, a direct sales business. 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 financial planning and investment management services, employing both proprietary and third-party strategies across various account types.