Alexander Cassidy is a CFP® and Series 66 credentialed financial advisor with six years of industry experience. He has been with Charles Schwab and its affiliated entities since 2018, serving clients from Austin, TX. Prior to his current role, he held positions at The Pennsylvania State University and in golf course operations. 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, providing a blend of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash management services.

Joshua Levinson is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Charles Schwab in 2023, he worked in various roles including positions at ClassUp and Power Home Remodeling. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Adam Kurak is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly 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 discretionary separately managed accounts, using multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Alexandria Rosa is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. She has previously worked at Charles Schwab and operated a business called Space Cables LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Emily Russell is a financial advisor with LPL Financial in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. She has nine years of industry experience, including prior roles at University Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory work, she volunteers as an assistant swimming coach at Southwestern University and owns Russell's Customs Airsoft LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

George Wanamaker is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Outside of advisory roles, he is involved in managing family-owned commercial rental properties and oil and gas royalty interests. 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 employs a large team of financial advisors and utilizes research and portfolio theory to evaluate investment options while offering a broad range of brokerage and advisory solutions.

Duncan Peightal is a financial advisor at Merrill with a Series 66 designation and experience starting in 2018. His prior work includes roles at Bank of America and Walgreens. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Ian Withem is a financial advisor with Charles Schwab in Austin, TX, holding a CFP® designation and Series 63 and 66 licenses. He has five years of industry experience, including prior roles at TD Ameritrade and eToro USA. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Saskia Hamner is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. In her current position, she leverages Fidelity's planning-based approach to work closely with clients, building comprehensive financial plans tailored to their goals. Saskia holds a California Insurance License, enabling her to provide informed advice on insurance-related financial matters. She emphasizes building client relationships characterized by compassion and diligence, aiming to empower clients to take control of their financial futures. Outside of her professional work, Saskia enjoys activities such as football, golf, spending time at the lake, caring for pets, and skiing.

Heather Harrison is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.

Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Charles Schwab in 2019, he worked at Apple and briefly at Ajo Restaurant. Outside of his advisory career, he assists his father with plumbing work during his personal time. 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 services with centralized custody and operational infrastructure.

Megan Mills is a CFP® professional with nine years of industry experience. She has worked at OSAIC since 2025 and previously spent eight years at Lincoln Financial Securities Corporation and six years with the City of Leander. Mills serves as a board member for the Georgetown Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services supported by multiple platforms and advanced portfolio management tools.

Keith Johnson is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including First Allied Securities, FFP Securities, and has been president of Logic Investment Advisors, LLC since 2008. Outside of his advisory roles, he volunteers with the International Waterlily Collection, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision, operating with over $256 billion in assets under management through a nationwide network of more than 10,000 advisors.

Polica Penn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Since 2017, Penn has worked with J.P. Morgan Chase Bank and its affiliated securities firms. Outside of financial advising, Penn manages several rental properties through ownership roles in private real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers non-discretionary advice through a select group of Wealth Advisors.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Ethan Gilbert is a CFP® certificant with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including OSAIC, FSC Securities Corporation, and Aspiriant LLC. Gilbert is also involved as a paraplanner at ANFS, Inc., where he assists in gathering client information and preparing financial plans. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Feehan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as experience in other sectors including the Jet Propulsion Laboratory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary advice with access to discretionary separately managed accounts and emphasizes multi-asset strategic allocation and alternative investment options.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.