Delton Drum II is a financial advisor at Raymond James Financial with seven years of industry experience. Prior to joining Raymond James in 2025, he worked six years at Edward Jones and served 24 years in the U.S. Navy. He holds the Series 66 designation. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Cody Conrado is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. for ten years and has also worked at Charles Schwab Bank, SSB. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Scott Kassing is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at The Motley Fool for four years and Fidelity Investments for four years. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Center for Financial Research.

Chandler Dixon is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His career includes roles at Charles Schwab since 2021 and multiple periods associated with Southwestern University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated non-discretionary and discretionary investment management services supported by centralized custody and order-routing infrastructure.

Sydney Moore is a financial advisor with LPL Financial based in Austin, TX. She holds a Series 66 credential and joined LPL Financial in 2026. Prior to her current role, Moore has held various positions across multiple industries including performance nutrition, banking, and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolio options.

Raegan Holland is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2018. Prior to that, she held various roles in hospitality and service industries. 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 blends non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a structured alternative investment program.

Spencer Corzine is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Anderson Van Horne Associates and Securities America Advisors. Outside of financial advising, he is the owner and CEO of Renee Martin Land Development, LLC, which focuses on land development for recreational use and potential Airbnb projects. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated brokerage and advisory services with a range of investment solutions and third-party platforms.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He is also involved with Office Hours Inc, where he has been active for over four decades. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Ethun is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios.

Deanna Beatrice is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and five years of industry experience. She has been with Charles Schwab since 2020 and previously worked at Marriott International for 17 years. Outside of her advisory role, she works as a personal shopper for Instacart and as a delivery driver for Amazon Flex. Charles Schwab 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 affiliated discretionary SMAs and offers a multi-asset model portfolio approach.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor at LPL Financial with five years of industry experience. Noack holds Series 63 and Series 65 designations and has worked at LPL Financial since 2023, following a prior role at Equitable Advisors, LLC. Noack’s background includes experience in diverse sectors such as hospitality and consumer products. 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 both discretionary and non-discretionary management with access to model portfolios and research.

David Reyes III is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Reyes Alvear is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 2005, with a prior role at Optionsxpress, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized supervisory, custody, and order-routing services.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior firms include Edward Jones and Hilltop Securities Inc. He is based in Leander, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.