John Driscoll is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Advisors, and Citigroup Global Markets. He also operates Driscoll Wealth Management LLC as an outside business activity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers and LPL-sponsored solutions, focusing on tailored client strategies without sponsoring its own wrap fee program.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts and crafts, and growing flowers and spices for sale. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad platform of brokerage and advisory solutions.

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® certificant affiliated with LPL Financial in Austin, TX, with experience spanning various roles since 2016, including four years at First Western Trust Bank. He holds a Series 63 license and joined LPL Financial in 2026. Prior to his financial services career, he worked in healthcare talent management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and technology-supported portfolio management through a broad network of investment adviser representatives.

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 one year of industry experience. His prior work includes roles at B4 Time Inc and Michiana Neurologic Medicine. 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 investment guidance through multi-asset model portfolios and alternative investment due diligence.

John Mc Coy is a Series 66 licensed financial advisor with Equitable Advisors in Austin, TX. He has one year of industry experience and previously held roles including involvement with the Georgetown Chamber of Commerce and Southwestern University. Outside of his advisory work, he manages a rental property in Georgetown, TX. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions.

Johnathan Plappert is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior positions at Strategic Advisors and Fidelity Brokerage Services LLC. Charles Schwab 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, utilizing multi-asset model portfolios and a centralized operational structure.

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.

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 66 and Series 63 credentials with one year of industry experience. Prior to joining Charles Schwab, his work history includes positions outside the financial sector. Charles Schwab 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 provides comprehensive custody and brokerage services.

Robert Spradling is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials. He joined LPL Financial in 2026 and has prior experience at First United Bank and Trust, Charles Schwab, and various roles outside the financial industry, including service with the Texas Army National Guard. 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, offering a range of financial planning, advisory, and brokerage 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.

Cole Gaches is a financial advisor at Equitable Advisors in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including independent contracting and academic settings. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.