Michael Garner is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at CUSO Financial Services, LP for 12 years and has been with University Federal Credit Union for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Adam Hughes is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Jolliff is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lewis Sign Builders, Inc. from 2014 to 2017. 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. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Travis Hoffstot is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Wright is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following a prior role at AdTel International. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional clients, with a range of advisory programs and investment options supported by a nationwide network of over 23,000 advisors.

Fayaz Baig Mogal is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He has recent experience at Edward Jones and Van Clemens & Co, along with prior roles at TE Connectivity and Bendix Commercial Vehicle Systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Quinton Arnold is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Texas Health and Human Services and the Office of Inspector General, as well as with the nonprofit Promise Keepers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Amelia Figueroa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Merrill and Bank of America from 2015 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marcus Stone is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securian Financial Services, Inc and Minnesota Life Insurance Company. Stone is a board member of Stop Alzheimer's Now and owns Chiseled, LLC, a business focused on expense management. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party managers across multiple program structures.

Gavin Dunning is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Toney Gizzarelli is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Financial Services Inc and Foresters Financial Services. In addition to his advisory role, he is involved with North Star Consultants and North Star Brokerage as an agent/broker specializing in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party investment managers.

Kevin Waggoner is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a silent investor in several real estate ventures, including retail and commercial properties in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Cooper is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Cetera since 2014 and has worked with related entities since 2002. Outside of his advisory role, Cooper participates in rodeo and farming activities and serves as a back-up power of attorney and executor for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Linden Henry is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Prior to that, he was affiliated with North Star Consultants of Texas and operated a law service. He also has experience running a life insurance and securities planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Gregory Harkrider is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyley Newth is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and currently in the first year of her advisory career. Prior to joining Edward Jones, she was self-employed at Remington Pet Ranch for four years and has work experience in communications and retail sectors. 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. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Flake is a financial advisor with Edward Jones in Buda, TX, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at GE from 2016 to 2022. Outside of his advisory role, he serves as trustee for two real estate LLCs in Austin, managing property operations and related tax matters. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Eric Wittek is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Wittek serves on the boards of the Austin Chamber Music Center and the Samaritan Center, a nonprofit counseling service. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of internal and external investment managers, including alternative investment options.

Cathleen Wenger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2004. Outside of her advisory role, Wenger serves on the council and finance subcommittee of Bethany Lutheran Church in Austin, TX. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across various financial topics without discretionary trading authority. The firm offers an integrated planning and managed-account program under the “WealthPlan” option.