Robert Spradling is an advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has less than one year of industry experience, having joined LPL Financial in 2026. His prior work history includes roles at First United Bank and Trust, Charles Schwab, and service in the Texas Army National Guard from 2018 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Darrik Fisk is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. He previously worked at First Command Financial Planning from 2011 to 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 offers a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

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.

Jordan Dewitt is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Assurance IQ, and Morgan Stanley. 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 uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Cameron Gregory is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies for five years and has also been involved with Winkthreads LLC. 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 plan advisory through a network of independent Financial Professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. 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 advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, LLC. 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 variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Brandon Bullock is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior work experience at Kompan and Around Campus Group. 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 network of financial advisors and branch offices across the country.

Laura Parker is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked at Ameriprise since 2016 and previously held positions at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Outside of her advisory work, she manages an entity for her practice’s expense management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning. The firm’s approach integrates in-depth investment research and collaborative planning to deliver tailored retirement recommendations within a defined investment framework.

John Gillespie is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Baxter Credit Union and Q Investments. He also served with Libertyville Youth Baseball Inc. from 2021 to 2023. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Ryan Kirk is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade and Zero Hash. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Kinsey Parker is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab, and Aggieland Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware advice for clients approaching or in retirement.

Steven Pipkin is a financial advisor with Osaic Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Fortis Investors, Inc. since 1991 and served in the U.S. Air Force Reserve for 34 years. Additionally, he is the president of Pipkin & Pipkin, Inc., a company involved in the sales and service of life and health insurance plans. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.

Joshua Meason is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Johnny Beans and the University of Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

William Hart Jr. is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is a limited partner in a family ranch business, Blue Mountain Investments LTD, located in Kerrville, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large network of advisors and branch offices nationwide.