Maria Politti is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63, 65, and 66 licenses and 20 years of industry experience. She has been with Equitable Advisors since 2011 and previously worked at Ameriprise Advisor Services, Inc. Outside of her advisory role, she is involved with MEQUETREFE, LLC, a business connected to rental properties and short-term lodging platforms. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various programs and third-party managers, focusing on personalized risk assessment and matching clients to appropriate investment solutions.

German Betancourt is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Charles Schwab, he worked at American Campus Communities and has a background that includes several years in full-time education. Charles Schwab 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 solutions supported by strategic asset allocation and centralized operational infrastructure.

Walter Reep is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on a board of directors and is involved in multiple business ventures unrelated to investment management. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sirisha Rayavarapu is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. She has been with Charles Schwab since 2021. 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 affiliated discretionary separately managed accounts and offers a comprehensive array of investment guidance and due diligence.

Marshall Wiley is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2009 in various roles. His current position involves working closely with clients to develop, execute, and maintain comprehensive financial plans tailored to their long-term goals. Over his tenure at Fidelity Investments, Marshall has held positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial consulting and client relationship management. Marshall's professional approach centers on building life-long relationships with clients and their families to achieve their financial objectives through personalized planning and execution.

Zachary Sinsabaugh is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation. He joined LPL Financial in 2026 and has diverse prior work experience in various industries, including automotive, retail, and education. 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, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Rosalyn Respecia is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked with Ameriprise and its affiliate since 2016. In addition to her advisory role, she is associated with Pathsage LLC and Hearthstone Wealth Management, a private wealth advisory practice within Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Elisabeth Uhl is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has reported ownership of a single-family property unrelated to her investment activities. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholson O'reilly is an advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes positions at Balentine and College Hunks, as well as attending Tulane University. 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 utilizes a range of advisory models, including third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and alternative investments.

Ansur Mazhar is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade, Inc. during his career. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.

Dima Aboshady is a financial advisor at LPL Financial with three years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, Dima worked at Charles Schwab and the Meradia Group. Outside of finance, Dima operated an Etsy shop called Dima's Designs for three years and has experience working in the service industry. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technological tools and a large network of investment adviser representatives.

Jennifer Schaefer is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2013, with prior experience at Capital Advisors dating back to 2006. Outside of her advisory role, she is also an independent insurance agent and serves as president of Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform options.

Caleb Medley is a financial advisor with J.P. Morgan Securities in Georgetown, TX, holding a Series 66 designation and nine years of industry experience. He has worked with firms including Edward Jones, LPL Financial, and Securities America Advisors before joining J.P. Morgan in 2022. Outside of his advisory role, he is involved in a residential exterior cleaning service. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Lance Fricke is a Financial Consultant at Fidelity Investments, where he has been employed since 2018. In his current role, he assists clients in developing, executing, and maintaining comprehensive financial plans tailored to their long-term financial goals. Lance has held multiple positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, Licensed Financial Representative, Client Experience Advocate, and Financial Services Representative. This progression reflects his broad experience within the financial services industry. Outside of his professional work, Lance has interests that include camping, comedy, fishing, football, music, and soccer.

Hunter Mendiola is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at the Law Office of Allen and Weaver and the Law Office of Antoinette Bone. He also has experience as a chef and spent several years in full-time education. 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 services and access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Michelle Garcia is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2012, including Schwab Retirement Plan Services and multiple Schwab Trust and Bank affiliates. 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 operates a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Guevara is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he owned a collectibles resale business and worked as a store associate at a bakery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Kirby Marik is a Series 66-licensed financial advisor with Ameriprise in Austin, TX. Marik has recently transitioned into financial advisory work, joining Ameriprise in 2026 after a diverse background including roles in fitness, education, and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mathis is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2022. Prior to his current role, he was involved with Southwest Systems, OneAmerica Securities, American United Life, and the Leander Independent School District. Outside of finance, he owns a Camp Gladiator franchise, focusing on outdoor fitness and client health improvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across net worth levels, pension plans, corporate clients, and charities. The firm offers a range of advisory and investment solutions and operates a nationwide network of financial advisors and branch offices.