Andrew Westerkom is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2018. Prior to this, he worked at All About Vapor, Inc. for five years. Outside of his financial advising role, he is involved in voice-over work and produces a podcast through his media production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management and various financial services.

William Brandenberger is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and with 26 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs. The firm combines in-house and third-party investment managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Block is a financial advisor with Thrivent Investment Management in Austin, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Schwab Retirement Plan Services from 2016 to 2024. Outside of his advisory role, he serves as an elder at Redeemer Lutheran Church, assisting its pastors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on a broad range of topics without portfolio management or institutional advisory services.

Michael Cross is a financial advisor with Edward Jones in Austin, TX, holding CFP®, ChFC®, and Series 66 credentials with five years of industry experience. He previously worked at JPMorgan Chase Bank for 13 years before joining Edward Jones in 2020. Outside of his advisory role, he is listed as a managing member of Goldilocks Cookie Co., LLC, a business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kenneth Patterson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he works as a freelance session musician, performing on various musical recording projects remotely. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Jerry Buchanan Jr. is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after previous roles at Ntirety and Dell Technologies. Buchanan has zero years of industry experience as a financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Alexandra Smith is a CFP®-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Austin, TX. Prior to joining Edward Jones, she held various roles in retail and styling sectors, including a position as a junior personal stylist managing virtual clients at Forever Styled. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and integrated capabilities beyond traditional advisory services.

Matt Williamson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to this, he was involved with Blacklight Pictures from 2015 to 2017. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Secia Zappitielli is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in life coaching and graphic design through her own businesses, Secia Zapp Coaching and Zapp Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Cisco Guzman is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes five years at Kestra Financial Services, Inc. He is currently based in Buda, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Ana Moradel is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at BBVA USA, Iberia Bank, and Arvest Bank. She serves as President of the Austin Midtown Chapter of Master Networks, where she oversees the leadership team and manages weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 13 years at Fidelity Brokerage Services and several roles in the mortgage lending industry, with periods of extended travel. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational model.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Oma Claunch III is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research since 2016 and has a longstanding role at Priority Planning Financial Consultants dating back to 1997. Aside from his advisory roles, Claunch serves as a board member and volunteer for the Twin Isles POA and is involved in ranch management through Lucky Four C LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals, providing a range of implementation strategies across multiple platforms with both discretionary and non-discretionary approaches.

Kerry Roberts is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for over 17 years. In addition to his advisory work, Roberts is involved in insurance-related activities, offering disability, long-term care, traditional life insurance, and life settlements through his role as an agent and owner of Central Texas Financial Group. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Jeffers is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Austin, TX. His career includes roles at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Donato Wealth Management, and Edward Jones. Outside of his advisory work, Jeffers serves as a Major and Planning Officer in the United States Army Reserves, is a soccer official managing game operations, and holds the position of Vice President of the Kiwanis Club of Round Rock. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad array of affiliated financial offerings.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously served at related Cambridge entities starting in 2021. Outside of his advisory role, he has been involved with Boyd Independent School District since 2019. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Isaac Saenz is a financial advisor with Primerica Advisors in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2015 and was previously employed at Emerson Tool Inc. from 2018 to 2020. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading and portfolio implementation to BNY Mellon Advisors.