Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Edgar Gonzalez is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at JPMorgan Chase from 2019 to 2021 and has experience at California State University of Long Beach and the Auto Club of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Jennifer Rodriguez is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Cedar Park, TX. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is a practice manager in administration for Lakes Region Development. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes algorithm-driven analysis and tax-aware withdrawal strategies within a defined investment framework.

Wasana Pangan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial field. Before joining Merrill in 2006, she worked as an economist and analyst for the Central Bank of Thailand. She works primarily with individuals and families focused on preserving, growing, and transferring wealth to future generations. Her client services include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, and socially responsible investing, among others. Dr. Pangan holds a Bachelor's degree in Electrical and Systems Engineering from King Mongkut's Institute of Technology Ladkrabang in Thailand, a Master's degree in Industrial Engineering from Columbia University, and a Ph.D. in Economic Decision Analysis from Georgia Institute of Technology. She is a CERTIFIED FINANCIAL PLANNER (CFP) professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Thai. Based in Austin, Texas, Dr. Pangan lives with her husband Ed and has two adult children. She enjoys cooking, gardening, music, reading, swimming, traveling, watching movies, and spending time with her family. Her approach to financial advising emphasizes truthful advice, responsiveness, understanding the uniqueness of each client, continuous learning, and thorough analysis to help clients achieve their life goals.

Jonathan Sarf is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes roles at Wells Fargo, PNC, Citi, and PNC Investments. 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 and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

John Erickson is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Edward Jones in 2024, he worked for American Funds and American Funds Distributors Inc from 2004 to 2024. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brissa Mejia is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Dranoel Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role at Charles Schwab, he worked at Realtor.com and Capstone Management. 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 services with access to discretionary separately managed accounts and emphasizes strategic asset allocation with periodic reviews.

Jared Barnes is a financial advisor at Ameriprise with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and the San Diego Gulls Hockey Club. Barnes is also involved with Your My Boy Blue LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and 49 Financial. He also has a background that includes experience in education and hospitality. Merrill, together 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 various institutional investors.

Jacob Denton is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and has prior experience in various roles in retail and the food service industry. Denton is based in Austin, Texas. 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 integrated brokerage, custody, and advisory services.

James Williams is a financial advisor at Edward Jones with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Before entering the financial sector, he spent 21 years with Campus Crusade for Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Carlos Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with Charles Schwab and its affiliates since 2015, including a current role at Charles Schwab Bank, SSB. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and an integrated platform of advisory, brokerage, custody, and cash-sweep services.

Austin Locklear is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting entrepreneurs and families with comprehensive financial strategies aimed at protecting, growing, and transferring their wealth. His client focus areas include college education planning, family wealth management strategies, legacy planning, retirement planning, small business strategies, investment strategy, tax minimization, and retirement income. Austin holds a bachelor's degree from Texas A&M University and a master's degree from the Seattle School of Theology & Psychology. He is licensed as a Life Accident and Health Insurance Agent and holds FINRA Series 7 and 66 registrations. Fluent in English and Spanish, Austin is committed to building strong relationships with his clients to help them address critical financial decisions. Originally from Dallas, Texas, Austin attended Trinity Christian Academy. He currently resides in West Austin with his spouse and three children and enjoys golf in his personal time.

David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, INC. Outside of his advisory role, he owns and operates David Ackel Auctions, a business active since 1989. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management options and utilizes various investment strategies supported by in-house and third-party research.