Jon Beck Jr. is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including NatAlliance Securities LLC and Himelick Financial Group, where he also serves as a client services manager. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering a range of investment management, financial planning, and retirement services through various program platforms and manager options.

Robert Bagby is a financial advisor with Osaic Wealth, Inc. based in Cedar Park, Texas. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at SagePoint Financial. He also manages a sole proprietorship focused on implementing insurance strategies as part of clients' estate or financial plans and is involved with a fee-based financial planning platform. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with investment solutions that include automated portfolio construction and access to third-party managers.

Luke Villarroel is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with two years of industry experience. His prior roles include time as a student and a position at Katy Classical Academy. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Juanita Stephens is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for nine years. In addition to her advisory role, Stephens serves as president of a homeowners' association, acts as a community liaison for a women’s development enterprise, and co-owns a business that produces organic healing balm. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad range of investment options.

Alexia Masci is a Series 66 licensed advisor at Charles Schwab with eight years of industry experience. She has worked at Charles Schwab since 2018 and previously held roles at Addison Group and Wells Fargo. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Corbin is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Stewart Taber is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2021, including a role at Charles Schwab Bank, SSB. Prior to joining Schwab, he held positions at Nylife Securities LLC, New York Life Insurance Co., and Orangetheory Fitness. 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 uses multi-asset model portfolios with strategic asset allocation and due diligence on alternative investments.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2018, following a period at AXA Advisors, LLC, and has experience at the University of Texas and University Presbyterian Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Alberto Sandoval is a financial advisor with Charles Schwab based in Austin, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at TD Ameritrade and TravisMathew. Charles Schwab & Co., Inc. primarily serves 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 and discretionary investment guidance supported by multi-asset model portfolios and centralized operational systems.

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Larry Allison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Cetera and its affiliate, Cetera Financial Specialists LLC, since 1991. Outside of his advisory work, he serves as Treasurer on the board of the Sun City Kiwanis Club of Georgetown, Texas. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide, offering a range of portfolio management, financial planning, and retirement services through a large network of independent advisors.

Ross Dowling is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. He also serves as a trustee for a family investment entity in Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

Nathaniel Funk is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for eight years in the Georgetown Independent School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Marjorie Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Cetera since 2020 and previously spent 14 years at First Allied Securities, Inc. Johnson serves as an executor of a trust and volunteers with the International Waterlily Collection nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Ford Thompson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Andrew Marcus serves as a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Austin, Texas. In this role, he focuses on comprehensive wealth management, helping clients make confident, long-term financial decisions. His expertise encompasses managing new wealth, portfolio management services, and retirement income. Marcus employs a disciplined, client-first approach, combining strategic insight with personalized guidance to develop customized strategies and deliver trusted, relationship-driven advice. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Greenhill and attendance at the University of Texas System, with no degree conferred. Outside of his professional role, he enjoys football, golfing, and spending time with his family.

Dilnawaz Gazdar is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Investment Services Company, and The Variable Annuity Marketing Company. He also acts in a fiduciary capacity for the Estate of Bomi and Roshan Gazdar. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with insurance sales and lending solutions.

Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 designation. Outside of her advisory role, she has worked in the restaurant and food truck industry and has been involved with local educational institutions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models and uses third-party asset managers and LPL-sponsored programs to implement client solutions.