Brent Hagen is a financial advisor with Osaic Wealth, holding a Series 66 designation and 21 years of industry experience. He has previously worked at MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory role, he has ownership interests in a construction business and a property/casualty insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies.

Kevin Corrigan is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2016. His prior roles include positions at SWBC Investment Company and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with recommendations limited to Eligible Strategies that may include an ESG eligibility framework.

Michael Connolly is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Ruchitaben Patel is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Patel worked at Commerce Bank and has academic experience at the University of Missouri - Columbia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Russell Zapalac is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves as a director on the HOA board for Woodlawn Place Condos. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based planning across a broad range of financial topics. The firm combines planning with managed-account services through its WealthPlan program while maintaining separate delivery of advice and portfolio management.

James Lane is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 solutions supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

Blake Kossl is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Iowa State University and Sukup Manufacturing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.

Benjamin Westerterp is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Cetera and has held previous roles at Avantax and 1st Global Advisors. Westerterp also owns a tax preparation business serving individuals and businesses and is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Derek Norsworthy is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked at Mindlance, WT Enterprise Center, Small Business Development Center, Cava, TJ Maxx, and Wayback Burgers. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

John Martin is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a part-owner of a local business in Austin, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base including individuals, institutions, and municipalities. The firm provides financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research options.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Mathews Wilkinson is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior experience includes roles at USAA Investment Management Company, Wedbush Securities Inc., and Ameriprise, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management, financial planning, and custody services.

Cameron Grose is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to his current role, he worked at Blue Dahlia Bistro and Mozies and gained early work experience at Starbucks. 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 advisory recommendations alongside access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Arthur Shearer is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 63 designation and 33 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for six years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Mason is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1992. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Catherine Rowan is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 license and 22 years of industry experience. Her career includes roles at Wells Fargo Clearing, USAA Investment Services Company, and A. G. Edwards & Sons, Inc. She serves as the acting executor and independent administrator for the estate of Richard Warner Stephens. Raymond James & Associates is a 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 tailored financial planning and advisory services supported by a broad range of investment strategies and affiliated research resources.

Nicholas Seybold is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency, covering a range of financial services over two decades. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team, supported by algorithmic automation and oversight committees.

Scott Hartgraves is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Regions Bank, and Charles Schwab. Outside of advising, he is a rental property owner and landlord in the Round Rock, TX area. Charles Schwab 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 models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and alternative investment options.

William Jarvis is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. His prior work experience includes roles at Trader Joe's, MassMutual, Spectrum Brands, and the University of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated capabilities beyond advisory services.