Paul Purcell is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and owns In The Zone Sports Cards, a business focused on buying and selling sports cards online. Purcell also serves as president of the South Austin Little League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Steven Wendler is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Charles Schwab, Strategic Advisers Inc., and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a due diligence process that combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Nathan Scarborough is a financial advisor with Cambridge Investment Research Advisors in Dripping Springs, TX, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Aflac, Raymond James Financial Services, Lubbock National Bank, Chase Investment Services, and Edward Jones. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Charles Hoene is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, also serving City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of internal and external investment managers.

Melissa Knippa is a financial advisor with Thrivent Investment Management in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. She has 32 years of industry experience and has been with Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she is a partner and general manager of entities that manage an office building housing her Thrivent branch office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple areas without including implementation or discretionary portfolio management.

Patrick Easter is a financial advisor at RBC Capital Markets in Austin, TX, holding a CFP® designation with 40 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank from 2021 to 2023. Outside of his advisory role, he assists in managing family farm interests through an LLC created to hold inherited assets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies using a range of advisory programs and portfolio management options. The firm combines in-house and third-party investment resources, offering services that include financial planning, custody, and brokerage solutions.

Jason Khawaja is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and UBS Financial Services. Khawaja serves in an informal advisory capacity with Meals on Wheels Central Texas, assisting their Finance Committee with evaluation of the Endowment Portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including high-net-worth investors, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets and asset management capabilities.

Paul Coroneos is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employed advisory work. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

John Riffle is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014, with a prior role at City National Bank from 2021 to 2023. Based in Austin, TX, he is part of a large team of advisors at the firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by integrated capital-markets capabilities.

David Storer is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James & Associates. Outside of his advisory work, he serves on the board of a small local charity that organizes tailgate events and is involved in home construction financing and property owners association governance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs leveraging both in-house and third-party managers to meet various client needs.

Jenna Kleine is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for five years and the City of Omaha for nine years. Jenna is based in Austin, TX. 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 management services, utilizing both proprietary and third-party strategies across various asset classes.

Nicole Babin is a financial advisor with Edward Jones in Dripping Springs, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Rodan and Fields and was involved with Crush Fitness LLC. Outside of advisory work, she has participated in sales and marketing of hair products through a home-based role with Monat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond standard advisory services.

Dylan Poore is a Series 66-licensed financial advisor at Merrill with less than one year of industry experience. His prior work includes roles at Bank of America, University Federal Credit Union, and Texas Lutheran University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fernando Trevino Rocha is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. He previously worked at Monex Grupo Financiero for ten years and has been with Merrill since 2022, also holding a current position at Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Ballett is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 credential and 26 years of industry experience. He has worked at RBC Capital Markets since 2008. He has served as president of Wave International, Inc., an inactive Texas corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and uses both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.

Colten Napier is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles with JPMorgan Chase Bank, Charles Schwab, and service in the U.S. Army. Outside of his advisory work, he is the owner of Napier Real Estate LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG criteria in its recommendations.

Michelle Florander is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations 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. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Matthew Gilbertson is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, Matthew has experience with various short-term engagements including work with Door Dash and Postmates in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple topics, with an option to combine planning and managed-account services under a consolidated billing approach called WealthPlan.

Bryant Wilson is an investment advisor representative at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including ownership of Index Insurance Solutions, LLC, an insurance and benefits firm. He also serves as an instructor for Adult Financial Education Services in Buda, TX. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.