Jeremiah Taylor is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018 and 2021, respectively, and has prior experience with BG Multifamily, the University of San Marcos, Amazon Fulfillment Center, and Texas State University. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence on alternative investments.

Rey Garza is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Charitable Gift Planners of Austin. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Prachi Singh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Fidelity Investments and Westford Tax & Financial Group, as well as periods as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Sunita Sumair is a financial advisor at Charles Schwab with 8 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2017. Prior to joining Schwab, she was employed by the YMCA of Greater Houston. 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 models and offers a centralized operational structure supporting a large client base.

Owen Bybee IV is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has recently started his advisory career. Prior to joining Equitable Advisors, his background includes roles at Amarillo National Bank and BOC Bank, as well as experience during his studies at The University of Texas at Austin. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Meyers Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. He has also been affiliated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jonathan Sheets is a CFP® professional with 32 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked with LPL Financial, Hill Country Wealth Management, Kestra Investment Services, and CUSO Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers as well as customizable investment strategies.

Rachel Roche is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 10 years of industry experience. She previously worked at TD Ameritrade and Charles Schwab Bank. In addition to her advisory role, she volunteers for the ALS Association in Austin, Texas, participating in fundraising and community events such as Max's Ride for ALS. 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 services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Travis Rehberg is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Nguyen is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. and associated Schwab entities since 2016. Outside of his advisory role, he owns a rental property in Austin, TX. 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 discretionary separately managed accounts and offers a centralized structure supporting a large client base.

Gordon Garrison is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Edward Jones, and Apple Inc. Outside of his advisory role, he serves as a sound mixer for the Austin Baptist Church. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio wrap programs, third-party asset management, and access to various brokerage and insurance products.

Austin Weber is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2014. He has 12 years of industry experience, including six years at Axa Advisors LLC. Outside of his advisory role, he serves as a consultant and contractor to Texas Benefit Alliance, an independent insurance brokerage firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Luis Zervigon is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, Luis worked in various roles including at Indochino, Extended Travel, Magnolia Physical Therapy, and X-Trainers Personal Training. 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 delivers investment guidance using multi-asset model portfolios and offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Isabella Cheever is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. Her prior roles include positions at Raymond James & Associates and FIDELITY Brokerage Services LLC. 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 relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment programs.

Amanda Minter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Investment Centers of America for 10 years and at Dovetail Wealth Management, LLC for 3 years. Outside of her advisory role, Minter is a co-owner of One Hand Knives LLC and occasionally serves as a Notary Public for her clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.

Nicholas Rosenbeck is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Charles Schwab, he was involved with several companies including Collecting Keys LLC and The One Brokerage. He has spent periods focused on extended travel and full-time education. 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 discretionary separately managed accounts and offers a centralized, integrated approach to wealth management.

Daniel Shieldkret is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals and focuses on building a culture of trust for clients and associates to improve the lives of clients throughout Western Washington. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2003. His career progression includes positions such as Assistant Branch Manager, Vice President Financial Consultant, Financial Planning Consultant, Investment Representative, and Financial Representative. Outside of his professional responsibilities, Daniel has personal interests that include baseball, concerts, fitness, golf, parenthood, and traveling.

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.

Jessica Targett is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Outside of her advisory role, she works part-time as an assistant to an officer at NuSpine Chiropractic in Leander, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market scenario modeling.