Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Waddell & Reed, TD Ameritrade, and involvement with the Boston University Alumni Council. Outside of his advisory work, he is affiliated with J29 Associates and Modern Life, focusing on non-variable insurance and related services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with access to model portfolios, third‑party asset managers, and institutional platforms, while also providing non‑advisory financial products and operational tools.

Raymond Bauer is a ChFC® credentialed financial advisor with Thrivent Investment Management in Austin, TX, where he has worked since 2002. He has 38 years of industry experience and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the governance board of Mt. Olive Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. Its services cover a wide range of topics, and clients may combine planning with managed-account programs under a consolidated billing option.

Bryan Garcia is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work history includes roles at Raymond James Financial Services, Prosperity Bank, Fidelity Investments, and Charles Schwab. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers personalized investment advisory programs with a range of portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment needs.

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 three years of industry experience. He previously worked at Wells Fargo from 2011 to 2019. Outside of his financial career, he serves as a director of Little Hive Atx, a private Montessori school co-founded with his wife. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Index Insurance Solutions, LLC, where he was involved in insurance, benefits, and human resources. Outside of his advisory role, Barreda is a martial arts instructor at Paragon Jiu Jitsu Academy and volunteers as a financial education instructor with a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing customized strategies across multiple platform arrangements with access to both proprietary and third-party investment models.

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 with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Texas Capital Bank, United Heritage Credit Union, Austin International Group, and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Nathaniel Hoffman is a financial advisor at Cetera with over 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Securian Financial Services, Inc. and Cri Securities, Inc. Hoffman is also involved as an agent and broker in fixed insurance sales through North Star Consultants, a role he has held since 2011. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various investment managers through a multi-manager platform with diverse program structures.

Galan Pirkle is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent ten years at Comerica Bank. He is based in Austin, TX. 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.

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.