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.

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.

Edward Aoshima is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and CUSO Financial Services. In addition to his advisory role, he serves as a Premier Banking Relationship Manager at University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

David Dormady is a CFP® with 37 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2023, and previously held a position at Sagepoint Financial, Inc. since 2009. Dormady is also a member of Dormady Financial LLC, a business related to his advisory activities. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Nancy Hanson is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including written Recommendation Reports and ongoing advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Toussaint Carryl is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2013 and previously worked at Adverse Ventures LLC from 2010 to 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and operational support.

Felix Gutierrez is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Wealth Solutions, and COMPASS Bank. He is also involved with University Federal Credit Union through investment product and service offerings affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Frazier Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Prudential Equity Group, LLC prior to his current role. He is based in Austin, TX. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Olivia Golden is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. Her prior work includes roles at Slalom, Bank of America, Merrill, Alma, and entrepreneurial experience with Italian Eatery LLC and 526 Salon. 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, offering non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and alternative investment options.

Peter Mc Donnell is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Calytera Inc/Cranicus, Anchor Glass Container Corp, Corning Inc, and Anthony King Construction. Outside of his advisory role, he is involved in various outside insurance activities. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Mylene Barcelona is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of Relyea, Barcelona & Associates. She has been working in the financial services industry since 1999. Mylene spends much of her time working directly with clients, conducting research, and developing client portfolios. She works as part of a team to provide clients access to a wider range of resources and perspectives, with the goal of helping clients achieve their financial objectives. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She holds a Bachelor's Degree from the University of Florida.

Andrew Motes is a financial advisor at Osaic Wealth, Inc. based in Round Rock, TX, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he offers home and auto insurance as an agent through a separate insurance business. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services through a large network of affiliated advisers, employing tools such as asset-allocation models and automated rebalancing to manage portfolios that may include various securities on both discretionary and non-discretionary bases.

Harvey Schwartz is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated firms since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher O'Banion is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Charles Schwab since 2014. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options supported by centralized operational and custody services.

Reagan Holly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Holly worked at Charles Schwab and has experience in both financial services and other sectors including produce and warehousing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios and serves a range of investors with discretionary and non-discretionary advisory solutions.

Isioma Medua is a Financial Advisor at Merrill Lynch Wealth Management specializing in family wealth management, liquidity management, personal retirement planning, tax minimization, and supporting women and new wealth creators. She brings over 20 years of experience in the financial industry, including five years as a financial advisor, focusing on helping clients navigate major financial transitions and align retirement plans with long-term goals. Isioma primarily serves clients approaching significant liquidity events such as retirement, inheritance, career transitions, or business sales, as well as executives with concentrated stock positions. Isioma holds a Bachelor's degree from the University of Benin, Nigeria, and a Master's degree in Financial Management from Robert Gordon University in Aberdeen, UK. She has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Fluent in English and Igbo, Isioma also serves as President of the Austin chapter of the Association of Nigerian Women Entrepreneurs and Professionals (ANWEP), demonstrating her commitment to community involvement and professional development. Outside of her professional role, Isioma enjoys spending time with her family, reading, traveling, hiking, cooking, running, watching movies, and writing. She dedicates time to financial literacy initiatives and community empowerment, including serving as a Better Money Habits Champion at Bank of America and leading Bible studies.