John Rowe is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at COSTAR Group and Blue Ridge Bank, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Darrell Rupert is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax, 1st Global Advisors, and operated his own firm, Rupert Wealth Advisors, LLC. He volunteers providing pro bono financial coaching to widows and widowers through WINGS FOR WIDOWS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.

Akshay Gupta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of financial advising, he is involved in an electrical engineering business based in Jackson, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Eric Blakely is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked in logistics and storage sectors for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Nathaniel Sorenson is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neal Cohen is a Series 66-credentialed financial advisor at Charles Schwab with six years of industry experience. He has been with Charles Schwab & Co. Inc. since 2016 and previously worked at Schwab Retirement Plan Services, Inc. from 2016 to 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational framework.

Sara Wittbold Araoz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for three years. Her background includes roles outside finance such as work with Women & Their Work and involvement in film production with Indie House Films. 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 a large network of investment adviser representatives and various technological tools.

Janell Soto is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has worked at multiple Charles Schwab entities since 2012. 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 combines non-discretionary client guidance with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Laurie Ross is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000, with a brief period at Bank of America and other firms in 2017. Outside of her advisory role, she has been involved with InstaCart since 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Julio Naveda Rivas is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Media Star Promotions, United Parcel Services, and various other companies before joining Charles Schwab. Charles Schwab & Co., Inc. 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 affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and supervisory arrangements.

Corinne Yelle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial from 2014 to 2019. Outside of her advisory role, she works as a fitness instructor at Orangetheory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Jason Connally is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at Dell Inc. since 1998. Outside of advising, he serves as chair of the finance committee for BOOKSPRING in Austin. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a national network of advisers.

Melanie Dohrman is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with LPL Financial. She has held prior roles at SPC, Sigma Financial Corporation, Chase Investment Services Corp., and Edward Jones. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sebastian Mencia is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc., as well as positions outside the industry such as at Eikona Technologies and Uber/Doordash. He also receives interest income from staking cryptocurrency through MetaMask. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients with a comprehensive wealth advisory wrap fee program and managed-account services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

William Harless is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and four years of industry experience. His professional background includes roles at US Tech Solutions Inc, Wells Fargo Clearing Services LLC, and a prior position at Virginia Tech. Outside of finance, he has worked in the food service industry at Sharkey's Rib and Wing Joint. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Evan Yeakel is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior work includes extensive tenure at Charles Schwab across various divisions from 2005 to 2024. Yeakel is also a commissioned notary in Cedar Park, Texas. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and insurance products through its affiliated entities.

Andrew Norwine is a financial advisor at Charles Schwab with 11 years of industry experience. He has held his current role at Charles Schwab since 2014. Norwine holds the Series 66 designation and is based in Austin, TX. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Zachary Champine is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX. He began his career with the firm in 2025 and has prior experience in various roles including administration of his father's estate. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, offering a range of advisory programs and third-party manager referrals.

Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers an integrated structure that includes custody, brokerage, and cash-sweep services.