Patrick Lantzy is a CFP® professional with five years of experience in the financial services industry. He is currently an advisor at LPL Financial, having previously worked at Northwestern Mutual and its affiliated companies. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Matthew Stephens is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making in a non-discretionary program.

London Chamberlain is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial and The Fox Alliance Wealth Advisors since 2021. Outside of advising, he serves as a mentor and seminar instructor for new transfer students through TrlG Mentor and Seminar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Erin Smith is a CFP® professional with two years of industry experience, currently affiliated with Cetera. Her background includes roles at Purcell Financial Solutions Group and several Cetera entities. Outside of her advisory work, she serves as vice president of education for the Austin Women's Toastmasters Club, where she organizes member activities and supports speech contests. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Joshua Fuchs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Robert Roisum is a Series 66-licensed financial advisor with 11 years of industry experience, currently at LPL Financial since 2024. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC from 2015 to 2024, and Edward Jones from 2014 to 2015. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Grant Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at BNY Mellon for seven years and spent one year at Trammell Crow Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Amanda Poynor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021, with prior experience at Northwestern Mutual, Texas Disposal, and Fat Quarter Shop. Outside of her advisory role, she has been involved as a sales consultant for a beauty and health products company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Glen Carter is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds a Series 63 designation and has worked at RBC since 2012, following prior roles at Merrill. He serves as a director at Westpath, an investment management firm overseeing $21 billion in pension assets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations by offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Ellen Edwards is a Series 66 licensed financial advisor with Edward Jones, based in Wimberley, TX. She has 12 years of industry experience, including 11 years with Edward Jones. 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 large network of advisors and branch offices nationwide.

Kobi Owen is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Capital Creek Partners. Outside of finance, Owen assists part-time with his family’s interior design firm, providing financial consulting and marketing support. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory solutions through multiple wrap fee programs and utilizing in-house and third-party investment managers.

Andres Alvarez is a financial advisor with J.P. Morgan Securities in Austin, TX, holding the Series 66 designation and one year of industry experience. His prior work history includes two years at Edward Jones and 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative research, incorporates ESG factors, and offers broader derivatives and commodities capabilities.

Jacob Fremgen is a Series 66 credentialed financial advisor with experience across multiple firms including Cetera and Kestra Financial. He currently works at Cambridge Investment Research Advisors and has been in the industry since at least 2012, with prior roles spanning financial services and related fields. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Susan Santamaria is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. Santamaria has been with Raymond James since 2015. Outside of advising, she owns a support company that handles administrative business functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal advisory and employer SIMPLE IRA consulting.

Eric White is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with six years of industry experience. He previously worked at Edward Jones and Apria Healthcare Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes proprietary due diligence and an ESG eligibility framework.

Robert Burris is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at National Farm Life Insurance Company from 2018 to 2022 and was affiliated with the Buda-Kyle Church of Christ for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Peter Conforti is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and has previously held roles at JPMorgan Chase Bank, LPL Financial, Entirety Financial, and Edward Jones. Before entering financial services, he worked for the Texas Education Agency and taught at The University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative analysis with forward-looking capital market assumptions and incorporates ESG criteria in its recommendations.

Todd Casterline is a financial advisor at Edward Jones with Series 66 credentials. He joined the firm in 2026 and has prior military experience serving 24 years with the Texas Army National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Dennis Hobbs is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes seven years at City National Bank and over 17 years with RBC Capital Markets. Outside of his advisory work, he assists with a Financial Peace University class at The Lakeway Church and serves on the board of the Austin Executives Association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a broad range of clients, including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies implemented through various in-house and third-party managers and supports diverse account structures with options for tax management and responsible investing.

Randy Rousseau is a financial advisor with J.P. Morgan Securities in Austin, TX. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at JP Morgan Chase Bank and Chase, spanning over 19 years in total. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process that includes quantitative and qualitative analysis, and incorporates ESG considerations in its recommendations.