Fayaz Baig Mogal is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He has recent experience at Edward Jones and Van Clemens & Co, along with prior roles at TE Connectivity and Bendix Commercial Vehicle Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Quinton Arnold is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Texas Health and Human Services and the Office of Inspector General, as well as with the nonprofit Promise Keepers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Amelia Figueroa is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill and Bank of America for 11 years. Outside of her advisory role, she is the sole owner of a rental property in Brownsville, TX. 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. Their advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies and the incorporation of an ESG eligibility framework.

Gavin Dunning is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kevin Waggoner is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a silent investor in several real estate ventures, including retail and commercial properties in Texas. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Cooper is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Cetera since 2014 and has worked with related entities since 2002. Outside of his advisory role, Cooper participates in rodeo and farming activities and serves as a back-up power of attorney and executor for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Gregory Harkrider is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Kyley Newth is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and currently in the first year of her advisory career. Prior to joining Edward Jones, she was self-employed at Remington Pet Ranch for four years and has work experience in communications and retail sectors. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Eric Wittek is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Wittek serves on the boards of the Austin Chamber Music Center and the Samaritan Center, a nonprofit counseling service. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of internal and external investment managers, including alternative investment options.

Cathleen Wenger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2004. Outside of her advisory role, Wenger serves on the council and finance subcommittee of Bethany Lutheran Church in Austin, TX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers an integrated planning and managed-account program under the “WealthPlan” option.