Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.

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.

Jorge Cepeda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Robinhood Financial and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Dalton Darrow is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI in research, and advisory roles to multiple registered investment companies.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Kacie Edmonds is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she has engaged in grocery delivery through Instacart in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Megan Mills is a CFP® professional with nine years of industry experience. She has worked at OSAIC since 2025 and previously spent eight years at Lincoln Financial Securities Corporation and six years with the City of Leander. Mills serves as a board member for the Georgetown Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services supported by multiple platforms and advanced portfolio management tools.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Deborah Lawyer is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Royal Alliance Associates, Signator Investors, and OSAIC Wealth, Inc. She is also president of Jerry Lawyer & Associates, Inc., a corporation wholesaling fixed insurance products. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding a ChFC® designation and a Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Urban Mattress and spent 18 years as a homeschool teacher. She also provides limited nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked with Texas All-Star Cheer and Dance and Pflugerville ISD, and served with the Pflugerville Police Department. Outside of advising, he is also an independent insurance agent and provides portfolio consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals who tailor strategies using both proprietary and third-party model solutions across multiple platform arrangements.

Hassan Ali is a financial advisor with LPL Financial based in Round Rock, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Ronald Hernandez is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for six years. Outside of his advisory role, his family operates a commercial cleaning business, which he does not manage directly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mark Thompson is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he manages Dos Double Eagle LLC, a farming business, and M&M Investments, an investment management LLC. 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.

Felipe Puente Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2018 and 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Denver Childs is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, BBVA Wealth Solutions, Ameriprise Financial Services, and Regions Bank. He also serves as a financial advisor for Comerica Financial Advisors powered by Ameriprise Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Christopher Davenport is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. In addition to his advisory role, he serves as a FINRA arbitrator in Chicago, acting as an industry-affiliated individual on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment programs under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional services such as trust and securities-based lending.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he is involved with Reel Analytics, where he manages databases and presents reports for college football programs, and he also works as a driver for Uber on weekends. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.