James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. 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.

Zachary Feehan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as experience in other sectors including the Jet Propulsion Laboratory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary advice with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation and alternative investment options.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Clare Grabarkewitz is a financial advisor with Edward Jones in Lago Vista, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Tarleton State University and Insurance Planners & Advisors Group Inc. Outside of advising, she owns a short-term rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

George Henry is a CFP® with 38 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he is involved in real estate management through a business ownership in Austin, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jacob Dorsey is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has experience working at several financial institutions, including Comerica Bank and Plains State Bank. His industry experience began in 2019, with prior roles at Third Coast Bank and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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 guidance, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.

Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. 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 solutions supported by multi-asset model portfolios and centralized operational structures.

Leslie Die is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she worked at St. Thomas More Catholic School for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse household and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett USA. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Maximilian Jung is a CFP®-certified financial advisor with LPL Financial in Austin, TX. He has experience at First Western Trust Bank and HealthCare Talent prior to joining LPL Financial in 2026. 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 and third-party asset management, supported by extensive operational tools and a large network of advisors.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Jacob Robertson is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at B4 Time Inc and Michiana Neurologic Medicine. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Johnathan Plappert is a financial advisor at Charles Schwab in Austin, TX, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, including roles at Charles Schwab Bank and Charles Schwab Bank, SSB since 2025. Prior to Schwab, he was with Strategic Advisors and Fidelity Brokerage Services LLC from 2015 to 2017. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and alternative investment options.

Homero Reza Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Primerica Advisors for five years before joining Charles Schwab in 2018. 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 relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Emily Smyth is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015. 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 multi-asset model portfolios and due diligence on alternative investments.

Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Taylor Hunter is a Series 66-registered financial advisor at Merrill with six years of industry experience. Prior to joining Merrill, Hunter worked at Wells Fargo, N.A. from 2016 to 2020 and has been with Bank of America N.A. since 2023. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs and discretionary portfolio management supported by a broad platform integrated with Bank of America affiliates.

Cade Bortle is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Greystar, Camp BowWow, Go Wash, Table620, and Smoothie King. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.