Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Michael Mc Namee is a CFP®-designated financial advisor with Raymond James & Associates in Austin, TX, bringing 12 years of industry experience. He has previously worked at Steward Partners Investment Advisory, UBS, and Morgan Stanley. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research resources.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 years. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, she spent over 18 years in healthcare, including roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach, providing access to third-party asset managers and various financial planning services.

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and over 31 years of industry experience. He has been with Cambridge and its affiliated entities since 2009 and worked previously with Osaic FS, Inc. from 1997 to 2009. Outside of advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, 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, custodians, and proprietary model strategies.

John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, Dolliver is involved in family business ventures as a limited partner in Dodie Farms, LTD and Jonelken Ventures, Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Brandon Krone is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other financial firms. Outside of financial advising, he coaches wrestling at Fight Factory in Austin, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach.

Jon Pettry is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, Northwestern Mutual Investment Services LLC, and NorrisLeal Engineers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process includes centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

William Grieder is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes fourteen years at Wells Fargo Bank N.A. and four years at University Federal Credit Union. 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 portfolio programs, and institutional platforms, supported by extensive resources and operational tools for its network of over 22,800 advisors.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Nicholas Barnes is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at North Central Texas College and The Home Depot. He operates within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jessica Humphreys is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at firms including Yondr, Manhattan Beach Post, TOCA Football, Live Nation, and IMG College. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.