Ross Hufstedler is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role, he held multiple positions at HEB Grocery Company. 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 and discretionary investment management along with brokerage, custody, and cash-sweep services within an integrated operational structure.

Ryan Sanker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2022. His background also includes roles outside of finance, such as staffing and service positions with Hill Country Event Staffing and DoorDash. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Daniel Mendoza is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Charles Schwab since 2009. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Dane Crick is a financial advisor with LPL Financial located in Austin, TX. He holds a Series 66 credential and has less than one year of industry experience. His prior work history includes roles at MWA Financial Services, Modern Woodmen of America, and non-financial positions at Cheddar's Scratch Kitchen and Polo Ralph Lauren. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amy Polasek is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Joel Bravo is a financial advisor at Edward Jones in Taylor, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for the City of Bryan for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Stahl is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Timilon Corporation and Franklin Templeton Investments. He also has a background connected to Florida Gulf Coast University. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary investment research and algorithmic tools and operates within a defined investment universe influenced by affiliated product relationships.

Sarah Mc Entee is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds the Series 65 and Series 63 licenses and has been with Thrivent and its affiliates since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the two services separate.

Joe Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and 14 years as a self-employed professional. Outside of his advisory role, he is involved in direct sales and marketing with Melaleuca, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Frank Netherton is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, previously spending six years at A. G. Edwards & Sons, Inc. He serves as a trustee for several close friends and manages family estate matters, including acting as executor for his father’s estate and co-managing a family ranch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors and $671 billion in assets under management.

Kenny Cox is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. He also manages his personal family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Joshua Knuffke is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Barton Associates and Pruco Securities LLC, as well as varied experience in retail and hospitality. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of insurance and trust services through affiliated entities.

Binh Nguyen is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations with options that may incorporate an ESG eligibility framework.

Gloria Spencer is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in investment strategies and client portfolio management. Ms. Spencer earned her bachelor's degree from the University of Houston. Her role focuses on providing tailored financial advice to clients, drawing on her knowledge and experience in wealth management.

Natalie Compton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she works as a paraplanner for the Hearthstone Wealth Management group within Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Marshall is a CFP® professional with 12 years of industry experience, currently serving clients at Edward Jones since 2013. She holds the Series 66 designation and is based in Georgetown, TX. Outside of her advisory role, she is involved in managing short-term rental properties in Georgetown and Kingsland, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Heba Zedan is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its related entities since 2019. Prior to that, she worked at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment guidance approach supported by centralized supervision and integrated custody services.

Alex Tang is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Merrill and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property in Georgetown, Texas. Merrill, along 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Williams is a Series 66 licensed financial advisor with 25 years of industry experience. He has worked at UBS Financial Services since 2008 and previously at Banc of America Investment Services from 2004 to 2008. Williams is involved as an owner and officer in several investment-related entities, including partnerships that manage private investments and real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Zahra Baldwin is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Ameriprise and Ameriprise Financial Services Inc, as well as work with the Fashion Institute of Design and Merchandising and Catalia Development Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. Its services include financial planning, model portfolio programs, third-party asset management, and institutional platforms.