Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Troy Bangs is a financial advisor with LPL Financial who holds the Series 66 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership stake. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Patrick Thorp is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kershner Trading Group and Murph T Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and a formal alternative investment process.

Sean Yoder is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at College Tutors and Texas Bank, as well as support activities through Pathsage LLC, where he assists with client service and trade execution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sam Quach is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to build, implement, and maintain tailored financial plans that address both current and future needs, including those of their families. Sam has been with Fidelity Investments since 2019, progressing through several positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Brokerage Services Associate at Charles Schwab from 2017 to 2019. Outside of his professional work, Sam has interests in food, football, movies, pets, and traveling.

Delton Drum II is a financial advisor at Raymond James Financial with seven years of industry experience. Prior to joining Raymond James in 2025, he worked six years at Edward Jones and served 24 years in the U.S. Navy. He holds the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Cody Conrado is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. for ten years and has also worked at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Scott Kassing is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at The Motley Fool for four years and Fidelity Investments for four years. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Center for Financial Research.

Chandler Dixon is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His career includes roles at Charles Schwab since 2021 and multiple periods associated with Southwestern University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated non-discretionary and discretionary investment management services supported by centralized custody and order-routing infrastructure.

Sydney Moore is a financial advisor with LPL Financial based in Austin, TX. She holds a Series 66 credential and joined LPL Financial in 2026. Prior to her current role, Moore has held various positions across multiple industries including performance nutrition, banking, and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolio options.

Raegan Holland is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2018. Prior to that, she held various roles in hospitality and service industries. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 blends non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a structured alternative investment program.

Spencer Corzine is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Anderson Van Horne Associates and Securities America Advisors. Outside of financial advising, he is the owner and CEO of Renee Martin Land Development, LLC, which focuses on land development for recreational use and potential Airbnb projects. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated brokerage and advisory services with a range of investment solutions and third-party platforms.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He is also involved with Office Hours Inc, where he has been active for over four decades. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Ethun is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios.

Deanna Beatrice is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. She has been with Charles Schwab since 2020 and previously worked at Marriott International for 17 years. Outside of her advisory role, she works as a personal shopper for Instacart and as a delivery driver for Amazon Flex. 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 affiliated discretionary SMAs and offers a multi-asset model portfolio approach.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.