Michael Bergeron is a CFP® professional at Charles Schwab with five years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2021. Prior to his financial career, his experience includes roles in legal services and several other industries. 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 relationships and access to discretionary SMA portfolios, supported by a comprehensive operational structure and investment research.

Lori Sturgis is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Charles Schwab in Austin, TX. Her prior work includes roles at CUSO Financial Services and multiple positions within Charles Schwab and Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Marcus Leyva is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in Austin, TX. His prior experience includes roles at Jjmack Group, LLC and Waddell & Reed, Inc., spanning over a decade. Leyva has a background in insurance through various carriers associated with W&R Insurance Agencies. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Draeger is a financial advisor at Charles Schwab with a Series 66 credential and under two years of industry experience. His work history includes roles at Charles Schwab, Fidelity Investments, and client relations positions. 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 options supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

Cameron Buckelew is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Tricentis, Glg, Spencer Ogden, and the Houston Texans. Outside of his advisory role, he owns and manages C&A Capital, a holding company based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products than many peers, including insurance-related vehicles and bank deposit sweep options.

Logan Clipp is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies supported by proprietary research and algorithmic tools.

Melissa Strilka is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process that employs firm-approved tools and modeling techniques.

Landon Marino is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate ventures, including land acquisition and subdivision through his privately owned company Fortress Builders. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery and firm-approved tools, offering a broad range of investment and financial services.

Tina Matthews is a financial advisor at OSAIC with 30 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Before joining OSAIC in 2023, she worked at Sagepoint Financial, Inc. for 14 years and has a background that includes roles at OSAIC Services, Inc. and BBVA Compass Investment Solutions. Matthews also works as a Certified Divorce Financial Analyst (CDFA), assisting clients, primarily women, with financial planning during divorce proceedings, and serves on the Mercy Committee at Austin Ridge Bible Church, where she helps evaluate funding requests. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment process is model-based, utilizing portfolio optimization, risk tolerance assessments, and a variety of managed account options supported by a complex affiliate network and extensive product offerings.

Justin Masci is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Charles Schwab since 2017 and previously had a one-year break in employment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Mark Permenter is a financial advisor at Raymond James & Associates with 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stifel Nicolaus, UBS Financial Services, and Morgan Stanley. He holds the Series 63 and Series 65 credentials and is based in Austin, TX. Raymond James & Associates is a large 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 public entities, and offers a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

Melanie Dunn is a financial advisor at Charles Schwab with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and DexYP. Outside of her advisory role, she owns an LLC related to a residential real estate property. Charles Schwab & Co., Inc. serves a large client base, mainly high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and provides multi-asset model portfolios supported by research and alternative investment options.

Brett Bellcase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Investments and Capital One Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

John Rowe is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at COSTAR Group and Blue Ridge Bank, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Katherine Morsbach is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is a co-owner of a water, fire, and mold restoration business in Northwest Austin, though she is not involved in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Darrell Rupert is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax, 1st Global Advisors, and operated his own firm, Rupert Wealth Advisors, LLC. He volunteers providing pro bono financial coaching to widows and widowers through WINGS FOR WIDOWS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to various investment strategies and third-party managers.

Akshay Gupta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2019 to 2024. Outside of financial advising, he is involved in an electrical engineering business based in Jackson, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Nicholas Morton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at MI Incorporated for 21 years and has been affiliated with H-E-B Grocery Company for 20 years, where he works one night a week stocking shelves. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Eric Blakely is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Before joining LPL Enterprise in 2025, he worked in logistics and storage sectors for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Nathaniel Sorenson is a Series 66 licensed financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.