Leyviana Smith is a financial advisor with Primerica Advisors in Cedar Park, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 1996. Smith is also involved in sales of investment-related and other home products through affiliated companies and owns Spillane & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure.

John Spano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Spano is an independent insurance agent and operates Spano Financial, LLC, a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Bradley Reeves is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, he operates a small aerial real estate photography business using drone technology. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 discretionary separately managed accounts and offers centralized custody and brokerage solutions.

Denise Meraz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James & Associates. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christopher Davenport is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. In addition to his advisory role, he serves as a FINRA arbitrator in Chicago, acting as an industry-affiliated individual on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment programs under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional services such as trust and securities-based lending.

Emmanuel Aguirre is a financial advisor at Charles Schwab in Austin, TX, with two years of industry experience. He previously worked at DoorDash for four years and at Thyme Matters for four years before joining Charles Schwab. He holds Series 63 and Series 66 designations. 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 affiliated discretionary separately managed accounts and an established alternative investment platform.

Logan Jackson is a Series 66-licensed financial advisor with LPL Financial, based in Austin, TX. He has prior work experience at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. 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, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Jacob Baker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and has prior experience with Texas Health and Human Service and Insight Global. 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 relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

James Aguilar is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at USAA Financial Planning Services and United Services Automobile Association. Outside of finance, he provides respite services to individuals with special needs through his involvement with Life Time Living. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and structured investment guidance.

Nicolas Campbell is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Charles Schwab & Co., Inc. and a background in resale through platforms like GOAT, StockX, and eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by its large network of investment adviser representatives.

Alex Lipnicky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Schwab, he worked at PIMCO Investments LLC for three years. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines a large client base with integrated custody and advisory services, delivering multi-asset model portfolios and alternative investment options.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he is involved with Reel Analytics, where he manages databases and presents reports for college football programs, and he also works as a driver for Uber on weekends. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Erin Dougherty is a Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. She has worked at Charles Schwab Bank, SSB since 2024 and held roles at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. from 2014 onward. Outside of her advisory work, she instructs dance through meet up.com in Austin, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 supported by multi-asset model portfolios and a centralized operational structure.

Brent Thomas is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2007, including a role at Charles Schwab Bank, SSB since 2020. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 uses a multi-asset model portfolio approach with centralized custody and order-routing arrangements.

Chandler Friesenhahn is a CFP® with six years of industry experience currently with Charles Schwab in Austin, TX. He has been associated with Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he worked at The Fit Company and The Retail Connection, and has experience at Lifetime Fitness. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Carlos Serna is a financial advisor at Charles Schwab with 16 years of industry experience. He has been with Charles Schwab since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in reviewing plans and purchasing supplies for residential and commercial construction projects. 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.