Philip Scrofani Jr. is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Sage Advisory Services Ltd Co, and Citigroup Global Markets. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options, analytical approaches, and maintains multi-custodian relationships.

Stephen Muro is an investment advisor at Kestra Advisory with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he owns an insurance business focused on assisting clients with obtaining coverage. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, pooled plan solutions, and advisor-managed accounts, serving clients such as large institutional investors and sovereign wealth funds.

William Collins is a Certified Financial Planner (CFP®) with over 42 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation for several decades. Collins also works as an insurance agent, assisting clients with life insurance and long-term care insurance needs. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory services, financial planning, and access to multiple portfolio management platforms through a large network of affiliated advisers.

Caleb Johnson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior work experience includes roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, Compass Bank, BBVA Securities, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and 49 Financial. He also has a background that includes experience in education and hospitality. 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 various institutional investors.

Blair Rogers is a financial advisor with Mass Mutual Investors Services in Horseshoe Bay, TX, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Rogers operates as an independent insurance agent with Summit Financial Group, focusing on life, accident, health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.

Rhonda Maywald is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current role at Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Fransen is a CFP® and ChFC® with 11 years of experience in the financial services industry. She is currently with Osaic, where she has worked since 2023. Her previous experience includes roles at Securities America Advisors, Nationwide Investment Services Corporation, Jefferson National Financial Corp, JPMorgan Securities, and LPL Financial. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Jeffrey Durkee is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bryce Bastien is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KPMG LLP from 2016 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 nationwide network of financial advisors and branch offices.

Terri Hunter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. She previously worked at NEXT Financial Group, Inc. for 21 years before joining LPL Financial in 2025. 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 portfolio programs, third-party asset management, and institutional platforms.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Amit Battish is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services Inc, Morgan Stanley, and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Michael Linam is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Marble Falls, TX office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Scott Schiller is a CFP® professional based in Austin, TX, with 18 years of industry experience. He has worked at Osaic since 2023 and previously spent 15 years at Jackson National Life Distributors. Schiller is also involved with Platinum Wealth Solutions of Texas, LLC, where he participates in wealth management and the sales and marketing of fixed annuities and insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across a variety of investment types.

Joseph Jerman is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Wells Fargo Investments, Merrill, Bank of America, and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Rick Fuchs is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Merrill, Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners. In addition to his advisory role, he is involved with PRAETORIAN Private Wealth, LLC in a non-investment related capacity. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Adam Harz is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Outside of his current role, he has experience assisting with financial planning and marketing outreach for team advisors under the IronBridge Wealth Counsel name. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools and third-party platforms to manage portfolios that may include various asset classes.

Christopher Ciriello is a financial advisor with Edward Jones in Austin, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Frame Amo, H-E-B, and in roles within the music industry including Def Jam Recordings and Universal Music Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and provides additional services such as tax-efficient investing and securities-based lending.