Melissa Butler is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with eight years at the firm and a total of two years in the industry. Prior to joining Edward Jones, she was a military spouse for two years. Outside of her advisory role, she is involved as a designer and sales representative for Keep Collective jewelry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Jay Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2015, previously working at optionsXpress, Inc. in 2017. Outside of his advisory role, he is an owner and member of Mashasaya LLC, an entity created with his wife for managing real estate. 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 and offers multi-asset model portfolios supported by centralized custody and advanced operational infrastructure.

Rachel Lothman is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has real estate ownership interests unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Leonard Fischman is a financial advisor with Edward Jones in Georgetown, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. 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 and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Sarah Chavarria is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Aaron's Inc for nine years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Grant Shatzer is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Advisor at North Star Resource Group from 2020 to 2024. Grant takes a goal-based approach in assisting clients with their financial needs, emphasizing a thorough process centered on open communication and collaborative planning. His professional experience spans several years in financial advisory and investment consulting, where he has developed expertise in helping clients achieve their financial objectives through personalized strategies. Grant's approach ensures that clients are actively involved in the planning process, fostering transparency and collaboration. Outside of his professional life, Grant has interests in food, football, and reading.

Jennifer Elliott is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership through Team Elliott LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets and offers a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Justin Bertelson is a financial advisor at Charles Schwab in Austin, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he provides daily assistance for a wheelchair-bound individual. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Matthew Taheri is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, BBVA-affiliated companies, and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and centralized custody and brokerage services.

Austin Bult is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022, following prior roles at Equitable Advisors and in digital marketing. Outside of advising, he is CEO of CuratePro, a business developing AI tools to generate and schedule article summaries for LinkedIn. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated custody and brokerage platform.

Mandy Savage is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Ameriprise for 25 years before joining OSAIC and then LPL Financial. Outside of her advisory role, she operates as a notary public and is involved in the sales and servicing of fixed insurance and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from internal and third-party sources.

Logan Lepe is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2025. Prior to this, he was with Cuso Financial Services, LP for 12 years and has been involved with University Federal Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Arney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Life Insurance Company and MML Investors Services LLC. Outside of finance, Arney owns and oversees operations at Mint Moving Company and works as a part-time soccer coach providing one-on-one training sessions for children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services that are generally non-discretionary, supported by comprehensive research and a range of portfolio management strategies.

Ruchir Elhence is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Equitable Advisors since 2017, including time at its predecessor AXA Advisors, LLC. Prior to his advisory career, he was employed at Gerson Lehrman Group and attended the University of Texas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Andrew Ely is a financial advisor with J.P. Morgan Securities in Austin, Texas. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Company, Florida Financial Advisors/Trinity Wealth Securities, and the Ohio University Bursar Office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. Charles Schwab & Co., Inc. serves a large client base of 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 uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Matthew Raggio is a financial advisor at Ameriprise Financial Services, LLC, holding Series 63 and Series 66 securities licenses. He has less than one year of industry experience, with prior roles at Charles Schwab & Co., Inc. and The Michaels Organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Robert Irwin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various educational roles within Texas school districts, including Leander ISD, Midlothian ISD, and Duncanville ISD. 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 range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Jordan Allen Coles is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked in education and the service industry, including roles at TopGolf Austin and Priority Roofing. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, offering a combination of non-discretionary advice and access to affiliated discretionary separate managed accounts. The firm’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing operations.

Erika Greathouse 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 and also assists Dr. Barbara Shaw Alford with bookkeeping and credentialing tasks. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a range of alternative investment options.