Joshua Levinson is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, he worked in various roles including at ClassUp and Power Home Remodeling. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Jennifer Salmon is a financial advisor at UBS Financial Services with 22 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held a position at Morgan Stanley from 2015 to 2017. Jennifer holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Adam Kurak is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2014 and 2016, respectively. Charles Schwab & Co., Inc. serves a large client base, mainly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios supported by due diligence from its Center for Financial Research.

Alexandria Rosa is a financial advisor with LPL Financial in Austin, TX. She holds the Series 66 and Series 63 designations and has two years of industry experience. Her prior roles include positions at Charles Schwab and Space Cables LLC, as well as community involvement with Lake Travis United Methodist Church. LPL Financial is a national network serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Emily Russell is a CFP® professional associated with LPL Financial in Austin, TX, with nine years of industry experience. Her career includes roles at University Federal Credit Union and CUSO Financial Services, LP before joining LPL Financial in 2025. Outside of her advisory work, she is a business owner of Russell's Customs Airsoft LLC and serves as a volunteer assistant swimming coach at Southwestern University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory programs, with investment management supported by various model portfolios, research resources, and alternative strategies.

Benjamin Tanguay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at ABADAK Inc. and Heb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Timothy Krudwig is a CFP®-certified financial advisor with Edward Jones, based in Cedar Park, TX, and has 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the sole proprietor of Krudwig Holdings, LLC, a holding company for real estate investments. 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 options, supported by a large nationwide network of financial advisors and branch offices.

George Wanamaker is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Outside of advisory roles, he is involved in managing family-owned commercial rental properties and oil and gas royalty interests. 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 employs a large team of financial advisors and utilizes research and portfolio theory to evaluate investment options while offering a broad range of brokerage and advisory solutions.

Duncan Peightal is a financial advisor at Merrill with a Series 66 designation and experience starting in 2018. His prior work includes roles at Bank of America and Walgreens. 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 to individuals, high-net-worth clients, and institutional accounts.

Ian Withem is a financial advisor with Charles Schwab in Austin, TX, holding a CFP® designation and Series 63 and 66 licenses. He has five years of industry experience, including prior roles at TD Ameritrade and eToro USA. 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Saskia Hamner is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. In her current position, she leverages Fidelity's planning-based approach to work closely with clients, building comprehensive financial plans tailored to their goals. Saskia holds a California Insurance License, enabling her to provide informed advice on insurance-related financial matters. She emphasizes building client relationships characterized by compassion and diligence, aiming to empower clients to take control of their financial futures. Outside of her professional work, Saskia enjoys activities such as football, golf, spending time at the lake, caring for pets, and skiing.

Heather Harrison is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at J.P. Morgan Securities and JPMorgan Chase Bank. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Apple and a restaurant, and he assists his father with plumbing work outside of his advisory duties. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services.

Megan Mills is a CFP® professional with nine years of industry experience. She has worked at OSAIC since 2025 and previously spent eight years at Lincoln Financial Securities Corporation and six years with the City of Leander. Mills serves as a board member for the Georgetown Chamber of Commerce. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering integrated brokerage and advisory services supported by multiple platforms and advanced portfolio management tools.

Keith Johnson is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including First Allied Securities, FFP Securities, and has been president of Logic Investment Advisors, LLC since 2008. Outside of his advisory roles, he volunteers with the International Waterlily Collection, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision, operating with over $256 billion in assets under management through a nationwide network of more than 10,000 advisors.

Polica Penn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Since 2017, Penn has worked with J.P. Morgan Chase Bank and its affiliated securities firms. Outside of financial advising, Penn manages several rental properties through ownership roles in private real estate entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers non-discretionary advice through a select group of Wealth Advisors.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Ethan Gilbert is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at OSAIC, FSC Securities Corporation, Aspiriant LLC, and several other firms. Outside of advising, he has worked as a paraplanner at ANFS, Inc., assisting with client information gathering and financial plan preparation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. 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.

Zachary Feehan is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, Jet Propulsion Laboratory, and various periods focused on full-time education. 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, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.