Cassady Frey is a financial advisor at Charles Schwab with one year of industry experience. Frey holds Series 63 and Series 65 licenses and has prior work experience at 49 Financial and the City of Arlington. Outside of advising, Frey is a fixed insurance agent. 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, offering a combination of non-discretionary and discretionary investment solutions supported by a centralized operational model.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Bryce Ordener is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and SHI International Corp. He is based in Liberty Hill, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, delivering model portfolios, and utilizing algorithmic methods and AI in its investment approach.

Eric Morgan is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at SAIC Corp. and Azimuth Corp., and served five years in the United States Army. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Elske Parker is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory role, she is involved in managing administrative tasks for a real estate business. 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 a comprehensive, integrated platform that includes brokerage, custody, and alternative investment services.

Daniel Sullivan Jr. is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 separate managed accounts, offering multi-asset model portfolios supported by centralized custody and operational infrastructure.

Christopher Cybulski is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Securities and Edward Jones. Cybulski is also involved in insurance-related activities, offering disability, health, life insurance, and annuity products through his other business ventures. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations by providing integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary account management.

Oliver Brierley is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Heb and ASB Bank, where he worked for 15 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. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Nicholas D'Alessandro is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2015 to 2020. His earlier experience includes positions as a Financial Advisor at Edward Jones from 2013 to 2015 and at Legacy Planning Partners from 2012 to 2013. In his role, Nicholas prioritizes establishing strong personal client relationships and follows a thorough process to partner with clients in developing financial plans tailored to their needs.

Randy Stewart is a financial advisor with Ameriprise based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Stewart serves on the Board of Directors for The Point at Rough Hollow, a community organization. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hannah Bowers is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation. She began her advisory career in 2024 and has prior work experience at Berman & Co and Lehigh University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bekkah Moore is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked at Tinker Federal Credit Union and Communication Federal Credit Union. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alberto Arredondo Jr. is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he held positions at Instacart, Stewart Title, and International Bank of Commerce - First Equity. Outside of advising, he works as a Dasher for DoorDash. 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 SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Kevin Yeiser is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Texas A&M University Corps, Ohio University, and the National Collegiate Athletic Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody and order-routing services.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Kraleigh Woodford is a Series 66-licensed financial advisor based in Austin, TX, with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously spent 18 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by an extensive network of investment adviser representatives.

Alexander Robb is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments and Deseret First Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Hernandez is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for six years. Outside of his advisory role, his family operates a commercial cleaning business, which he does not manage directly. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.