Grant Jarman is an investment adviser representative with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024. Prior to joining LPL Financial, he worked at Aviator Nation and has experience in sports retail and collegiate environments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Garrett Smeraldi is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles outside the finance industry, such as with the Houston Astros and Fan Jam Inc. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Jason Dickerson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Arteaga is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked within various Charles Schwab entities since 2010 and currently serves as President of the Anderson High School Choir Booster Club and Vice President of the Zonta Club of Austin. 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 affiliated discretionary separately managed accounts and an integrated operational structure.

Susan Palombo is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 13 years of industry experience. She previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Palombo serves on the fundraising committee for the Jeremiah Program in Austin and holds leadership roles with Impact Austin, a women’s collective giving organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

David Paladino is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for NEXT Financial Group for 10 years. Outside of his advisory role, he is a freelance bass player. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

William Zeitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Sweet is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked in several capacities within Fidelity, including as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. He began his career as a Licensed Financial Assistant at MacLean Financial Group from 2021 to 2022. Andrew focuses on enhancing the financial planning experience by streamlining processes and providing clients with the necessary resources to pursue their financial goals. He is committed to contributing to collaborative financial plans aimed at making a meaningful impact on clients' financial futures and retirement. Outside of his professional work, Andrew enjoys board games, comedy, concerts, fitness activities, football, and outdoor adventures.

Joshua Renfro is a financial advisor with LPL Financial in Round Rock, Texas, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He previously worked at First Allied Advisory Services and MSI Financial Services. Outside of advisory work, he owns a tax preparation business and provides mortgage brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies across various asset classes.

Tyler Freeman is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Santander Bank, Santander Securities, Wells Fargo, Millington Securities, WBI Investments, Bank of America, and Merrill Lynch. Outside of his advisory work, he serves as a coach and director of operations for a youth lacrosse team at the New Jersey Lacrosse Club. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Elvira Lozoya is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Merrill in Pflugerville, Texas. She has worked at both Merrill and Bank of America, N.A. since 2005. Outside of her advisory role, she is a general partner and managing member of A & T Trucking LLC, a trucking company serving retail businesses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ross Kelly 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 worked within the Charles Schwab organization since 2016, including positions 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 affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Roxanne Larsen is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation. Outside of her advisory work, she is involved in custom design and woodworking businesses, focusing on embroidery, quilting, applique, and creating custom wood cutting boards and serving trays. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services tailored to net-worth qualified clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sophia Mendoza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Gerards, cocos bakery, Arrowhead Regional Medical Center, and Shiki Sushi, as well as six years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory relationships with access to affiliated discretionary SMA options and comprehensive brokerage and custody services.

Jackson Arredondo is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans, address ongoing and new needs, and build long-term relationships by understanding their goals and aspirations. He has been with Fidelity Investments since 2022, progressing through roles including High Net Worth Service Associate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Jackson has gained experience in client service and financial planning, focusing on developing strategies that align with clients' objectives. His professional journey demonstrates a commitment to supporting clients' financial futures through comprehensive planning and relationship management. Outside of his professional responsibilities, Jackson has personal interests that include fitness, football, golf, movies, and snowboarding.

Mark Hogue is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is involved in developing patents through a business called 5 Stone Products. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team collaboration and a research-driven recommendation process.

Matthew Taylor is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. His background includes roles at Giordanos and multiple positions in the food service industry. 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, offering both non-discretionary advisory relationships and access to discretionary separately managed accounts.

Joe Morris Jr. is a Certified Financial Planner® and Chartered Financial Consultant® with 22 years of experience, currently serving at Equitable Advisors since 2004. He previously worked at Axa Advisors, LLC and is also the owner of Anthem Wealth, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Derek Guzman is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and at Charles Schwab Bank, SSB since 2025. 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 separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.