Max Shanley is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was with J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Wallace is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Financial Life Insurance, Cedar Fair, LP, and Walt Disney World. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions to develop model asset allocations.

Dane Martindale is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through both in-house and third-party investment managers, providing diversified portfolio management and financial planning services.

Robert Clevenger Jr. is a financial advisor with UBS Financial Services in Buda, TX, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Cathy York is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and has previously worked with Eanes Independent School District, Eanes Education Foundation, and BazaarVoice. York serves as Vice President of Operations on the Board of Directors for Westlake Band Parents, supporting the band program’s activities. RBC Wealth Management, a division of RBC Capital Markets, provides advisory services to individual investors, institutions, and charitable organizations. The firm offers a range of portfolio management and financial planning programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Zachary Gordon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, Wind Energy Transmission Texas, and Transwestern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Gorrick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and utilizes both quantitative and qualitative research to develop model asset allocations.

John Patrick Heaton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Okta, Pinn Technologies, and Merrill. Heaton is also involved with Bridgewater Partners, Insurance and Financial Services, LLC as an insurance and investments business entity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated trust and insurance services.

Daniel Robles Jr. is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America N.A. In addition to his advisory role, he is involved in an entrepreneurial venture operating an online retail business through Amazon FBA, selling electronics and home goods. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Brown is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including positions in restaurants and delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Zachary Hoyle is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Morgan Stanley from 2009 to 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools, and integrates advisory services with other financial products and referral channels.

Mary Shearer is a Series 66 licensed advisor with Edward Jones in Austin, TX, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Delaney is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, he is involved in non-variable insurance sales and operates an alternative financial services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christine Dugas is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2005. Outside of her advisory role, she works as an independent contractor recording narration for audiobooks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates fundamental research with quantitative analysis and algorithmic methods to manage portfolios across a broad investable universe.

David Squire is a CFP® with 28 years of industry experience currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023, Merrill from 2003 to 2009, and UBS Financial Services from 1998 to 2003. Outside of his advisory role, he owns and operates Driftwood Wealth Partners LLC and DASquire DWP LLC, investment-related businesses based in Dripping Springs, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm develops tailored recommendations using proprietary research and planning tools and offers optional implementation through brokerage or advisory programs.

Casey Pinckard is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 41 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, and previously spent 24 years at Transamerica Financial Advisors. Outside of his advisory role, Pinckard is involved as an independent insurance agent, selling fixed insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Jennifer Radford is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include significant tenures at Waddell & Reed, Avantax Advisory Services, and Next Financial Group. She also held a community position with the Cedar Park-Leander Rotary Club. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, TD Ameritrade, and involvement with the Boston University Alumni Council. Outside of his advisory work, he is affiliated with J29 Associates and Modern Life, focusing on non-variable insurance and related services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third‑party asset managers, and institutional platforms, while also providing non‑advisory financial products and operational tools.

Raymond Bauer is a ChFC® credentialed financial advisor with Thrivent Investment Management in Austin, TX, where he has worked since 2002. He has 38 years of industry experience and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the governance board of Mt. Olive Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. Its services cover a wide range of topics, and clients may combine planning with managed-account programs under a consolidated billing option.

Bryan Garcia is a financial advisor at RBC Capital Markets in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Raymond James Financial Services and Prosperity Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party investment managers and offers features such as tax management and responsible investing options.