Kenneth Mann is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He is based in Austin, TX. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

William Spencer Jr. is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is an officer of Daisybully LLC, a property management business based in Austin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and modeling techniques.

Steven Landrum is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial Services and Comerica Securities. He is also involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by affiliated research and model managers.

Patrick Brennan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2002, including Portfolio Specialist, Account Executive, Investment Representative, and Retirement Investment Services Representative. Prior to his current position, he was an Investment Consultant at TD Ameritrade from 2010 to 2015. Patrick focuses on developing personal relationships with his clients to build comprehensive financial plans. He partners with clients to plan and implement investment strategies tailored specifically to their needs to help work toward their financial success. Outside of his professional work, Patrick's interests include camping, family activities, football, parenthood, pets, and running.

Cari Rothfeld is a financial advisor with Wells Fargo Clearing in Bee Cave, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a large 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 both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Brett Denson is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Seagate Technology and has experience as a self-employed professional and in lawn services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Zachary Schroeder is a Series 66 licensed financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisor role, he is a principal at ZAS Tech LLC, a technology company focused on decentralized cloud service protocols. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Joseph Klauzar is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at Morgan Stanley and Invesco prior to joining Raymond James. He also maintains an inactive real estate broker license. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by an extensive research and portfolio management platform.

William Johnson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Edward Jones since 1998. 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 financial advisors and branch offices nationwide.

Brendan Ingram is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for three years and has been with Charles Schwab and its affiliated entities since 2018. He is based 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 affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

John Stansel is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2013. 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 related managed-account and financial planning services. The firm offers primarily non-discretionary investment guidance supported by multi-asset model portfolios and provides access to affiliated discretionary SMAs, combining scale with integrated advisory, brokerage, custody, and cash-sweep services.

Dale Vannoy is a financial advisor with Edward Jones in Cedar Park, TX, holding Series 63 and 66 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he worked for Farmers Financial Solutions/Insurance Group for 12 years. Outside of his advisory role, he is an owner of a rental property in Stephenville, TX, which is occupied by his son. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Thomas Goldberg is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with J.P. Morgan Securities since 2017 and previously worked at GWN Securities Inc. from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Sharmistha Bhattacharyya is a financial advisor with Merrill, holding a Series 66 designation and with two years of industry experience. She has worked at Merrill since 2017 and has prior experience at Bank of America and Huntington National Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Donna Parker is a CFP® professional with 39 years of industry experience, currently serving at OSAIC Wealth, Inc. She has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools and third-party manager programs.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Andres Banuelos Medina is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include working at View Capital VC and a period focused on 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 multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Dickens is a financial advisor with Charles Schwab in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. He has 10 years of industry experience with prior roles at SWBC Investment Advisory Services and Kestra Advisory Services. In addition to his advisory work, he is a 25% owner of an LLC involved in non-agent real estate ownership. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining brokerage, custody, and advisory services within a large integrated platform.

Charles Cox III is a ChFC®-designated financial advisor with Edward Jones in Lago Vista, TX, with 21 years of industry experience, all with Edward Jones since 2005. He is a member of Port Tampa Lodge 153 F&AM in Tampa, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated mutual funds, operating under a fiduciary standard and maintaining a nationwide network of financial advisors and branch offices.