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.

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.

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.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, both since 2009. Outside of his advisory work, he co-owns a rental property in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at a large scale.

Adam Sbaitan is a financial advisor with Merrill in Austin, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he held various contract and other roles, including positions at Coinbase and Thrive Pet Healthcare. Outside of finance, he was involved with Austinite Dogstead, a pet care service. Merrill, together 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 for individuals, high-net-worth clients, and institutional investors.

Rick Fuchs is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners and Raymond James Financial Services. His outside activity includes involvement with PRAETORIAN Private Wealth, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Bernard Adelstein is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles outside the financial industry, such as positions at Hudson Window Cleaning Co., Crystal Cafe, and Mountain Creek Resort. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs that utilize both proprietary and third-party investment solutions.

Nathan Ross is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Cincinnati Sports Club and Makatewah Country Club. He serves on the Board of Directors for Austin Retros Netball, where he is also a team captain. Ameriprise offers retirement-income planning services designed for individuals with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

James Wayne is a Planning Consultant at Fidelity Investments, where he focuses on simplifying financial complexities and collaborating with clients to develop tailored retirement and investment strategies. His role involves providing personalized guidance and fostering long-term partnerships to support clients in taking control of their financial futures. James has held several positions within Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. Prior to joining Fidelity, he worked as a Financial Professional at 49 Financial from 2021 to 2023. Outside of his professional responsibilities, James engages in various personal interests such as family activities, fitness, hiking, movies, tennis, and traveling.

Heather Parks is a Financial Consultant at Fidelity, a position she has held since 2020. In her role, she partners with clients and their families to navigate the complexities of the financial planning process, building, implementing, and maintaining tailored financial plans based on their unique needs and goals. Heather's experience at Fidelity spans over a decade, beginning in High Net Worth Operations from 2012 to 2016. She then served as a Relationship Manager from 2016 to 2018, followed by a Senior Relationship Manager role from 2018 to 2020. In 2020, she briefly worked as a Planning Consultant before assuming her current role as Financial Consultant. Outside of her professional work, Heather has interests in spending time at the lake, traveling, caring for pets, and volunteering.

Adam Fisher is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016. Outside of his advisory role, he is a sole proprietor of a rental property in Colorado Springs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and estate strategies supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs along with institutional and retail solutions.

Bianca Nica is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and The Cape Cod Five Cents Savings Bank. Outside of her financial career, she also works part-time as a delivery driver for Uber Eats and Amazon Flex. Charles Schwab & Co., Inc. serves a large client base 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 SMA portfolios and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.