Erin Smith is a CFP® professional with two years of industry experience, currently affiliated with Cetera. Her background includes roles at Purcell Financial Solutions Group and several Cetera entities. Outside of her advisory work, she serves as vice president of education for the Austin Women's Toastmasters Club, where she organizes member activities and supports speech contests. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Holly Ruckel is a financial advisor with Cetera in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services, among other firms. In addition to her advisory work, Ruckel is involved in horse training, where she serves as a coach and trainer. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, providing advisors with access to both affiliated and third-party investment strategies.

Joshua Fuchs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Robert Roisum is a Series 66-licensed financial advisor with 11 years of industry experience, currently at LPL Financial since 2024. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC from 2015 to 2024, and Edward Jones from 2014 to 2015. 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 portfolios, third-party asset management, and institutional platforms.

Grant Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at BNY Mellon for seven years and spent one year at Trammell Crow Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Amanda Poynor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021, with prior experience at Northwestern Mutual, Texas Disposal, and Fat Quarter Shop. Outside of her advisory role, she has been involved as a sales consultant for a beauty and health products company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Glen Carter is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 credential and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a director overseeing investment management for WESTPATH, a pension asset management organization with $21 billion in assets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management and financial planning services through various advisory programs and leveraging both in-house and third-party investment resources.

Ellen Edwards is a Series 66 licensed financial advisor with Edward Jones, based in Wimberley, TX. She has 12 years of industry experience, including 11 years with Edward Jones. 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 advisors and branch offices nationwide.

Kobi Owen is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Capital Creek Partners and Ameriprise Financial Services. Outside of his advisory role, he assists part-time with financial consulting and marketing for a family-owned interior design 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 tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and access to both in-house and third-party investment managers.

Payton Lovell is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and previously owned a student summer storage company in Houston, managing projects and advertising. Lovell has worked with North Star Resource Group in securities and planning prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across multiple program structures.

Andres Alvarez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Edward Jones for two years and spent 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jacob Fremgen is a financial advisor at Cambridge Investment Research Advisors with experience spanning multiple firms including Cetera and Kestra Financial. He holds a Series 66 designation and has worked in the financial services industry since at least 2017. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a variety of investment approaches, including proprietary and third-party models, with options for discretionary and non-discretionary portfolio management.

Susan Santamaria is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. Santamaria has been with Raymond James since 2015. Outside of advising, she owns a support company that handles administrative business functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal advisory and employer SIMPLE IRA consulting.

Eric White is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Apria Healthcare Group Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Burris is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at National Farm Life Insurance Company from 2018 to 2022 and was affiliated with the Buda-Kyle Church of Christ for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.

Peter Conforti is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Entirety Financial, and Edward Jones. Prior to his financial services career, he spent 15 years with the Texas Education Agency and State Board for Educator Certification. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Patrick Woodman is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has 13 years of industry experience, including 14 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Hobbs is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes seven years at City National Bank and over 17 years with RBC Capital Markets. Outside of his advisory work, he assists with a Financial Peace University class at The Lakeway Church and serves on the board of the Austin Executives Association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a broad range of clients, including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies implemented through various in-house and third-party managers and supports diverse account structures with options for tax management and responsible investing.

Randy Rousseau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007, including JP Morgan Chase Bank and Chase. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jon Albright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.