Cyler Clifton is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Lion Street Advisors, Heaton Bennett Insurance, and MML Investors Services among others. 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 applying an ESG eligibility framework in its recommendations.

Jeffrey Durkee is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 credentials. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Rogelio Martinez is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation. He has one year of industry experience, having worked previously at Salient Systems and Oracle. Martinez has diverse work experience including roles at Austin FC, Texas Athletics, and the University of Texas at Austin Recreational Sports Center. 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 advisory programs, financial planning, and retirement plan consulting, utilizing various investment strategies and technologies.

Bryce Bastien is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KPMG LLP from 2016 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Byron Logan is a financial advisor with Primerica Advisors in Austin, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously worked at Regal Beloit of America for over four decades. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Chad Martin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he held positions at several country clubs and worked at Robo Austin LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and emphasizes fiduciary standards and tax-efficient services.

Anita Hawks is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. for nine years and has held a role at MassMutual Life Insurance since 2016. In addition to her advisory work, she teaches CFP certification classes in Austin, TX. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-assisted planning methods and provides a range of investment and event-driven planning solutions.

David Rust is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in publishing and promotion through SWC Publishing. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary investment management supported by research and model portfolios.

Alejandro Herrera is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Intellegens INC, LMH Oil and Equipment, and positions at educational institutions such as the University of Houston and Houston Community College. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and technology-driven investment solutions.

Huong Vo is a Series 66-credentialed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, she operated her own advisory business for 10 years and held roles at Waddell & Reed, Inc. and various insurance carriers. Her other business activities include insurance sales and real estate ownership. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering comprehensive financial planning, advisory programs, and brokerage services supported by extensive research and technology.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. 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 offers a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He also operates Wayt Financial, which he has been associated with since 1998. Outside of his advisory work, he serves as a committee member for the TED Council, a biotech organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial services through independent Financial Professionals, employing various investment strategies and platform arrangements tailored to client needs.

Stephen Hanvey is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been with Raymond James Financial since 2009 and owns Hanvey Financial, a separate support company. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jared Fergason is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles in education, retail, and food service, including positions at Chic-Fil-A and Texas Tech University. 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 services with access to discretionary separately managed accounts, supported by centralized custody and research resources.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 designations and one year of industry experience. His prior work includes positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as involvement with Handwaxandwash, LLC and Beckway MGT, 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMA options and a formal alternative-investment onboarding process.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Robert Pender is a financial advisor with Osaic Wealth, Inc. based in Leander, Texas. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he is president and CEO of Estate Preservation Network, LLC, a company providing discounted legal services through a network of attorneys. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios on both discretionary and non-discretionary bases.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.