Evan Seitz is a Series 66-registered financial advisor with LPL Financial in Austin, TX, where he has worked since 2026. He has one year of industry experience and previously held roles at Equitable Advisors and University Federal Credit Union. Outside of finance, his background includes various positions in the food service and education sectors. 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, and institutional platforms, supported by advanced operational and research tools.

Matthew Aulbach is a Series 66-registered advisor with Thrivent Investment Management in Austin, TX. He has been with Thrivent and its affiliates since 2025. Prior to his advisory role, he worked at Redbird Flight Simulations from 2015 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and planning, with options to combine planning and managed-account services under a consolidated billing approach called “WealthPlan.”

Lane Chandler is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has held positions at Raymond James Financial Services, Security Service FCU, and First Community Bank. Outside of his advisory role, he is an associate at Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consultative services using analytical tools and supports a broad advisor network, including specialized municipal and retirement plan advisory programs.

Billie Pettey is a financial advisor with Ameriprise in Dripping Springs, TX, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of advisory work, she has business ownership interests in a real estate company in Tyler, TX. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerardo Zamora is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo from 2011 to 2019 and has been with Merrill and Bank of America since 2019. Outside of finance, he serves as a director of a private Montessori school recently established with his wife. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Wesley Garner is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with LPL Financial, as well as Ameriprise Financial Services and PNC Managed Account Solutions. Garner operates Garner Wealth as a business activity related to his LPL practice. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives utilizing various investment strategies and technologies.

Jacob Aromy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. He has also worked in sports and entertainment with Spurs Sports & Entertainment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arnab Mukherjee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2026 and previously spent seven years at Charles Schwab Corporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tessa Castor is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, she worked in various roles across several companies from 2016 to 2022. She is occasionally involved in assisting with the finances of Weston Montgomery LLC, a private company associated with her fiancé. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Miguel Barreda is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Index Insurance Solutions, LLC and Bankers Life & Casualty, Inc. Outside of his advisory role, Barreda serves as a martial arts instructor at Paragon Jiu Jitsu Academy and volunteers as a financial education instructor with a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable clients by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals, providing both discretionary and non-discretionary strategies across multiple platforms and custodians.

Michael Levingston is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, B. Riley Wealth Management, Riverstone Wealth Management, and Ameriprise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Robert Davidson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously with Prudential Insurance Co. of America, PRUCO Securities, LLC, and New York Life. Davidson continues to receive commission trails on insurance business written before joining Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

William Heredia is a financial advisor at J.P. Morgan Securities based in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Merrill Lynch, Texas Capital Bank, United Heritage Credit Union, Austin International Group, and Wells Fargo Bank. 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 with a non-discretionary approach. The firm integrates quantitative and qualitative research in its advisory process and offers expanded derivatives and commodities capabilities through its regulatory registrations and affiliates.

Patrick Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory and Kestra Investment Services for seven years and at Fidelity for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutional clients.

Corey Burgess is a financial advisor with Ameriprise in Driftwood, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes fourteen years at Fidelity Investments and roles at New American Funding and Palm Lending. Outside of finance, he owns B & L Imports, a retail business in Driftwood. Ameriprise provides a retirement-income planning service focused on individuals with substantial investable assets, offering tailored recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Garner is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and has been with University Federal Credit Union for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Adam Hughes is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Jolliff is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lewis Sign Builders, Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Travis Hoffstot is a CFP® professional with 25 years of experience in financial advising. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Christopher Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following a prior role at AdTel International. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients, with a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors.