Joshua Rocha is a CFP® professional with 12 years of industry experience, currently advising at Charles Schwab in Austin, TX. His prior roles include positions at USAA Financial Planning Services and Usaa Investment Management Company. 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 offers a mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Azeredo is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes 14 years at Royal Alliance Associates, Inc. and 10 years at Anderson, Azeredo & Loice CPAs & Associates. Outside of his advisory role, he is president of Azeredo Financial Services, Inc. and operates a sole proprietorship providing business consulting, accounting services, and insurance. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios, while supporting various advisory platforms and third-party managed-account solutions.

Mark Fowler is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Based in Austin, TX, Fowler serves clients primarily through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. provides services to a large client base of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm integrates brokerage, custody, and advisory functions within its Schwab Wealth Advisory wrap fee program, utilizing multi-asset model portfolios and alternative investment options.

Alexander Gunn IV is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments and BBVA-affiliated firms. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist advisors in delivering tailored retirement strategies.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.

Caleb Parsons is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2019, he worked at Marriott Hotels for seven years. 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 nationwide network of financial advisors and branch offices.

John Henderson Jr. is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based strategies managed by third-party asset managers.

Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

Michael Loerch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning over two decades. He is based in Georgetown, TX. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise Managed Accounts.

Brooke Woodall is a financial advisor with LPL Financial, holding the Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at Northwestern Mutual and Baylor University in various roles related to financial wellness and admissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Ryan Galloway is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he is a property owner who leases real estate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm is notable for its large scale, integrated service model, and multi-asset strategic investment approach.

Logan Rodgers is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade Investment Management and Chartwells H.E. Division. Outside of finance, he has experience with Trevecca University’s 1901 Coffee and Trevecca Community Church. 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 utilizes multi-asset model portfolios, due diligence on alternative investments, and centralized operational support.

Noah Roberts is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Equitable Advisors, Cornerstone Advisory Group, and Ride Corporation, as well as time at Brigham Young University Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a wide range of topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm develops holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Carson Shoemaker is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include work at Coaches Insider and multiple positions at the University of Northern Colorado. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Andrew Cottrill is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves as secretary for the Cedar Crest Foundation and is an adjunct instructor for the Financial Planning Capstone class at Freed Hardeman University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jacob Luce is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024, with prior experience at West Texas National Bank and Texas Tech University. Outside of finance, he has worked at Andretti Indoor Karting & Games. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios to support diversified and alternative investment strategies.

Jeremiah Taylor is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018 and 2021, respectively, and has prior experience with BG Multifamily, the University of San Marcos, Amazon Fulfillment Center, and Texas State University. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence on alternative investments.

Dalton Darrow is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 credential and has worked at Fidelity Investments since 2023, with prior experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI in research, and advisory roles to multiple registered investment companies.

Rey Garza is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Charitable Gift Planners of Austin. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.