Maylene Poulsen is a Series 66 certified financial advisor with two years of industry experience, currently with LPL Financial. Her prior roles include positions at OSAIC and Austin National Financial Services. Poulsen also serves as a Notary Public and is involved with ANFS, Inc. as an Accounts Manager, handling client account paperwork and communications. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

John Elliott is a financial advisor at Charles Schwab with seven years of industry experience. He previously worked at JPMorgan Securities LLC and Axa Advisors, Llc. His credentials include Series 63 and Series 66 licenses. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Daniel Garces is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has spent the majority of his career at Charles Schwab, with a brief period at 57 West Capital Advisors, Inc. He receives residual commission income related to his former work at 57 West Capital Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with integrated custody and brokerage services. The firm manages client assets using multi-asset portfolios and provides centralized operational support across its large client base.

Sydni Smith is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and two years of industry experience. Prior to Morgan Stanley, she worked at LPL Financial LLC and Equitable Advisors, LLC. Outside of her advisory work, she is the owner of Neon Bean Coffee LLC, a retail and online coffee business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various platforms, including its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Moore is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Moore is involved with Fairway Ventures, LLC outside of his advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.

Samantha Nelson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs of individuals and families. Samantha has been with Fidelity Investments since 2017, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Service Representative at Charles Schwab from 2015 to 2017. Outside of her professional work, Samantha enjoys cooking and baking, participating in family activities, attending social events with friends, and traveling.

Victor Ruiz Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, New York Life Insurance Company, and JPMorgan Chase Bank. Outside of finance, he has worked with Ritual Relax and Cr38tiv Cinematics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and offers services on a non-discretionary basis.

William Wolf is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Citi and CoreLogic. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Amit Battish is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services Inc, Morgan Stanley, and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Kathryn Stull is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Her professional experience at Fidelity began in 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. In her capacity as a financial consultant, Kathryn focuses on building strong client relationships by understanding their financial needs and collaborating on tailored financial plans. Her approach emphasizes client confidence and long-term engagement in managing their financial futures.

Dharam Gunnia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at PayPal Inc., Amrut Farms LLC, and various consulting and management firms. He also receives compensation for referrals related to home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jaryd Hartzell is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 66 and Series 63 designations. Outside of his advisory role, he has worked as a lacrosse referee since 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research resources.

Logan Kerr is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab & Co., Inc., Kestra Investment Services, and Zacks Investment Management, among other firms. 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 provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational processes.

Austin Hendricks is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, Hendricks worked at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 and discretionary investment advisory services with a centralized operational structure and access to alternative investments.

Scott Schiller is a CFP® professional with 18 years of industry experience, currently serving with Osaic since 2023. Prior to joining Osaic, he worked for 15 years at Jackson National Life Distributors. He is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of affiliated financial advisors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios with various investment vehicles.

Luke Gerald is a CFP® with six years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Austin, TX since 2024. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fifth Third Securities, and NYLIFE Securities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Gage Dahmann is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Investments over a ten-year period. Outside of advising, he is the owner of PD3 Holdings LLC, a rental real estate business in Austin, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Joanna Payne is a Series 66-licensed financial advisor with Charles Schwab in Austin, TX, where she has worked since 2007. She has 21 years of industry experience. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary strategies and utilizes multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Dustin Mc Cain is a CFP® and holds a Series 66 license, with 10 years of industry experience, all at Edward Jones since 2016. He is based in Cedar Park, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Baird is a CFP® and ChFC® with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds ownership interests in several investment-related entities with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.