Scott Brueckner is a financial advisor with Charles Schwab in Westlake, Texas, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at optionsXpress from 2014 to 2017 before joining Charles Schwab in 2017. 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 solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Cheri Hartman is a Series 66-licensed financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is involved in several baking businesses and performs as Mrs. Claus at seasonal events in Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Dylan Campbell is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He previously worked at Morgan Stanley in two separate periods totaling six years and has experience outside finance, including a position at Hadleys Restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, LLC, and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and broker-dealer services alongside access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both discretionary and non-discretionary advisory solutions.

John Barrett is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has focused on providing disciplined, long-term investment strategies to high-net-worth corporate executives, entrepreneurs, and philanthropic organizations. He works closely with individual clients to help them actively pursue their financial objectives and those of future generations, while also guiding philanthropic organizations through wealth management strategies that support their missions. John holds several professional designations, including the Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from SUNY Cortland. In addition to his advisory role, John offers philanthropic consulting through Bank of America's Institutional Investment & Philanthropic Solutions Group and collaborates with Merrill Institutional Consulting specialists to serve institutional clients. Since 1996, John has been a featured speaker at the Securities Industry Association's conference at The Wharton School. He actively serves many charitable organizations in his community. Outside of work, John enjoys adventure sports, baseball, spending time with his family, and traveling.

Alberto Sandoval is a financial advisor with Charles Schwab based in Austin, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at TD Ameritrade and TravisMathew. Charles Schwab & Co., Inc. primarily serves 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 supported by multi-asset model portfolios and centralized operational systems.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Axa Advisors, Llc, and has roles as a trustee for multiple family trusts. Outside of his financial advisory work, Hansen is also a content provider on Twitch.TV. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Ross Dowling is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a trustee for a family investment entity. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Ford Thompson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Andrew Marcus serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Austin, Texas. In this role, he focuses on comprehensive wealth management, helping clients make confident, long-term financial decisions. His expertise encompasses managing new wealth, portfolio management services, and retirement income. Marcus employs a disciplined, client-first approach, combining strategic insight with personalized guidance to develop customized strategies and deliver trusted, relationship-driven advice. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Greenhill and attendance at the University of Texas System, with no degree conferred. Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Dilnawaz Gazdar is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. He also acts in a fiduciary capacity for the Estate of Bomi and Roshan Gazdar. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance sales and lending solutions.

Chantell Gonzales is a CFP®-designated financial advisor with Edward Jones in Austin, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016 and also works as a personal trainer at a fitness center, teaching early morning Boot Camp and Spin classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, known for its extensive advisor network and affiliated financial services.

Kevin Corrigan is a CFP®-designated financial advisor with 27 years of industry experience, currently associated with J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Lakeway, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Connolly is a Series 66 registered advisor at Merrill with 15 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Russell Zapalac is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a director on the Woodlawn Place Condos HOA board, where he participates in decisions regarding capital improvements and maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs while maintaining separate service arrangements.

Blake Kossl is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has been with LPL Financial since 2025 and has previous experience working in varied roles at Iowa State University, Sukup Manufacturing, and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Equitable Advisors, he was involved with Innovation of Peace and Development and held roles at the University of Texas at Austin and Americorps in Austin Public Health. He has also worked in educational and community settings including Camp Walden. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels.