Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Philip Gibbs is a Senior Financial Advisor with Merrill Lynch Wealth Management in Austin, Texas. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Philip holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Philip earned a Bachelor of Business Administration in Finance from the University of Texas at Austin, College of Business. Before joining Merrill Lynch, he spent five years in related financial services positions at other companies. He began working at Merrill in 2020 through their Financial Advisor Development Program. Beyond his professional work, Philip has a background as a musician and remains active in music when time permits. He has been involved with the Musicians' Initiative Working Group for the City of Austin and is a member of the Knights of the Symphony. His personal interests include baseball, camping, genealogy, hiking, music, singing, skiing, swimming, writing, and yoga.

Collin Clark is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Clark serves on the board of the Elgin Municipal Utility District in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research with third-party strategies and technology-driven portfolio management.

Stephanie Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that reflect clients' unique financial situations and goals, incorporating investment insights from Merrill and banking solutions from Bank of America. Her client focus areas include family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Stephanie holds the Personal Investment Advisor (PIA) designation. She attended Saint Edward's University and completed her high school education at Natrona County High School. Committed to community involvement, Stephanie participates in volunteering activities with local organizations, reflecting the Merrill tradition of service in the communities they support.

John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. 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, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.

Michele Stahl is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis to deliver collaborative, written financial planning recommendations.

Wyatt Ball is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation. He began his career in financial services in 2025 and has prior experience working in technology and retail sectors, as well as serving four years in the United States Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating investment and risk modeling to support client financial goals.

Michael Mc Namee is a CFP® and holds a Series 66 license with 12 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2021 and previously held positions at Steward Partners Investment Advisory, UBS, and Morgan Stanley. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients with a range of advisory programs.

Sydney Michna is a financial advisor at Raymond James Financial with two years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and RRISD. Outside of advising, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using firm research and modeling tools to tailor recommendations while leaving final decision authority with clients.

Shaan Niazi is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation. He has worked in financial services since 2023, including prior roles at Cain and Abels and Kearney. His background also includes experience in education and capital management. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, she worked at PRUCO Securities, LLC and spent over 18 years in healthcare roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, and access to various brokerage and insurance products through its integrated advisory and brokerage platform.

Jay Daily is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. 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, supported by a nationwide network of more than 23,700 financial advisors. 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.

William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in managing several business entities related to real estate rental and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is involved as a limited partner and registered agent in family business ventures including Dodie Farms Ltd and Jonelken Ventures Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm utilizes a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment implementations.

John Stinson is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with LPL Financial since 2012. He is also involved with Pecan Street Insurance and Financial Services, which operates investment-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jon Pettry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Round Rock, TX. He has three years of industry experience and previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

William Thannisch is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Smith Robertson, LLP. He holds an inactive Texas law license. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through various programs, emphasizing non-discretionary advice supported by extensive research and a broad affiliate network.

Alexander Caubet is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and US Bank. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.