Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Joseph Klauzar is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining Raymond James in 2018. He also holds a non-working real estate broker license. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, as well as state and municipal governments, offering both non-discretionary advisory services and specialized institutional solutions.

Steven Sorenson is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to joining Mass Mutual in 2025, he worked at RSI, Foreside Fund Services, LLC, and CBRE Clarion Securities. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides various planning programs and educational seminars with a focus on collaborative, annual financial planning engagements.

Yesica Garcia is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America since 2011. Outside of her advisory role, she is a co-owner of a family business in Spring, Texas. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Johnson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Dale Vannoy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Farmers Financial Solutions/Insurance Group for 12 years before joining Edward Jones in 2024. Outside of advising, he owns a rental property in Stephenville, TX, where his son resides. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is known for its extensive network of advisors and branch offices, as well as its fiduciary standard and comprehensive portfolio management options.

Miranda Winholt is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with noted expertise in commodity pool operations and AI-driven research methods.

Thomas Goldberg is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously at GWN Securities Inc. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Sharmistha Bhattacharyya is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Her prior work includes roles at Bank of America, N.A., and Huntington National Bank. 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 plans, charitable organizations, and corporate fiduciaries.

Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Ma is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and 11 years of industry experience. In addition to his advisory role, he is involved in several entrepreneurial ventures, including ownership of Allure Designs, a personal branded product business, and Wampum House, a short-term vacation rental operation. He also works as a contractor in car rentals through Turo Rentals. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and due diligence framework.

Frank Stogner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 license and 24 years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he operates a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Charles Cox III is a financial advisor at Edward Jones in Lago Vista, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2005. Outside of his advisory role, he is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Anthony Franzago is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide customized recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and accumulating 27 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at AXA Advisors, LLC during the same period through 2020. His other business activities include involvement in various insurance-related businesses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes multiple advisory platforms and offers both advisory and brokerage/insurance channels to implement client recommendations.

Randall Mceachern is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2012. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Sugden is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and CUSO Financial Services, L.P., among other firms. Sugden is also involved with the University Federal Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.