William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-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 financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

William Grieder is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes fourteen years at Wells Fargo Bank N.A. and four years at University Federal Credit Union. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and operational tools for its network of over 22,800 advisors.

Taylor Smith is a financial advisor with Edward Jones in Lago Vista, TX, holding a Series 66 designation and three years of industry experience. Smith has been with Edward Jones since 2017, with a one-year gap of unemployment. Outside of advising, Smith serves as an independent consultant for Arbonne, a health and wellness company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Nicholas Barnes is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at North Central Texas College and The Home Depot. He operates within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Wilbur is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. He previously worked at North Star Consultants, Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Temilola Morohunfola is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Morohunfola worked at Charles Schwab and has held various roles including positions in education and engineering. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a range of investment options and third-party advisory programs.

Abraham Choi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial services industry. Since joining Merrill in 2018, he and his team provide clients with personalized wealth plans, leveraging Merrill’s global investment capabilities and access to banking solutions from Bank of America. Abraham specializes in corporate benefit programs, including equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans, assisting corporate executives in integrating these benefits into long-term financial strategies. His expertise covers a broad range of client needs such as college education planning, family wealth management, international wealth management, retirement income planning, portfolio management, tax minimization, and small business strategies. Abraham’s approach is agenda-driven and goals-based, focused on creating predictability in clients’ financial futures while maintaining a customer-first philosophy. Abraham holds a Bachelor’s Degree from Baylor University and an MBA from Georgia State University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Korean. Outside of his professional work, Abraham is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas organization. His personal interests include adventure sports, basketball, chess, tennis, yoga, and spending time with his family.

Joshua Jasien is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal teams and third-party managers.

Rachel Cassidy is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and previously spent 10 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Noel Thelander is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in this role since 2011, working closely with families to develop personalized financial strategies that align with their long-term goals. Noel adopts a holistic approach, addressing various financial needs including budgeting, saving, investment management, income generation, estate planning, and wealth transfer. He collaborates with clients' CPAs, attorneys, and other professionals to craft comprehensive and appropriate financial plans. Noel specializes in assisting clients through significant life transitions such as marriage, divorce, education funding, career changes, and loss of loved ones. He has particular expertise in engaging women in financial planning and aiding business owners and entrepreneurs in balancing personal and business financial objectives. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Noel holds a Bachelor's Degree from the University of Iowa. Additionally, Noel participates in professional and community organizations including the Dynamic Professional Women's Network, Woodstock Noon Rotary Club in Woodstock, IL, and Woodstock Professional & Business Women. He volunteers with organizations in his community as part of his commitment to the Merrill tradition of community involvement.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. Charles Schwab & Co., Inc. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at New York Life and Waddell & Reed, Inc. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.