Phillip Bedford is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and has also been involved with Good Shepherd on the Hill, Episcopal Diocese of Texas, since 2017. Edward Jones is a full-service wealth management firm serving more than 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.

Donna Parker is a CFP® with 39 years of industry experience and is currently affiliated with OSAIC Wealth, Inc. She has held positions at Royal Alliance Associates, INC., Signator Investors, Inc., and Connecticut Mutual Life Insurance Company. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Timothy Ma is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and 11 years of industry experience. In addition to his advisory role, he is involved in several entrepreneurial ventures, including ownership of Allure Designs, a personal branded product business, and Wampum House, a short-term vacation rental operation. He also works as a contractor in car rentals through Turo Rentals. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and due diligence framework.

Frank Stogner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 license and 24 years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2002. Outside of advising, he operates a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Lori Shinnick is a Series 66-licensed financial advisor with Morgan Stanley in Austin, TX, and has 17 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning services.

Andres Banuelos Medina is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include working at View Capital VC and a period focused on full-time education. Charles Schwab serves a large client base, 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 offers multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Dickens is a CFP® professional with nine years of industry experience, currently with Charles Schwab in Austin, TX. His work history includes roles at Charles Schwab Bank, Kestra Investment Services LLC, and SWBC Investment Advisory Services. Outside of his advisory role, he is a 25% owner of Blackbird Agency LLC, an entity holding real estate rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, supported by centralized custody and operational infrastructure.

Anthony Franzago is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with Ameriprise and its related entities since 2004. Outside of advisory work, he is involved in real estate ownership, holding several residential investment properties in the Austin and San Antonio areas. 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 clients approaching or in retirement with written recommendation reports and ongoing, tax-aware retirement income planning advice.

Gregory Bowden is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he is a co-owner of Goodwater Properties LLC, a rental real estate business. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various program options.

David Boren is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, Boren serves as a deacon in the Diocese of Austin and is secretary of the Round Rock Police Foundation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm offers integrated advisory and brokerage services with a variety of investment platforms and portfolio management tools.

Alicia Ayodele is a Series 66-credentialed financial advisor with Thrivent Investment Management in Cedar Park, TX. She has been with Thrivent since 2026 and previously held roles at Liberty Tax and worked in educational institutions from 2007 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. His other business activities include involvement in various insurance businesses. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models and tools tailored to client risk profiles and investment needs.

Ryan Manalili is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation. Prior to his current role, Manalili had periods of full-time education and worked briefly at Strawberry Farms Golf Club and DoorDash. Charles Schwab serves a large client base, 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 managed by an affiliate and offers multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Randall Mceachern is a financial advisor at Raymond James & Associates with 46 years of industry experience. He has been with Raymond James & Associates since 2012 and holds a Series 63 designation. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Sugden is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and CUSO Financial Services, L.P., among other firms. Sugden is also involved with the University Federal Credit Union as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Wirt is a financial advisor with J.P. Morgan Securities in Round Rock, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at VALIC Financial Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized, non-discretionary advice.

Carolina Ospina is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Justin Rodriguez is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing personalized financial solutions to high net-worth individuals and their families. He focuses on connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Justin applies a client-defined, goals-based approach that emphasizes transparency, frequent communication, and high customer service standards. With over ten years of experience, Justin's expertise includes executive compensation, family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and business succession planning. He and his team provide detailed guidance on retirement planning for individuals and business owners, estate planning, risk management, cash flow analysis, and credit liabilities. Justin holds a Bachelor's degree from Texas State University System and is a CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor. Outside of work, he enjoys spending time outdoors with his wife and children, long-distance running, golf, and being a father.

Justin Montandon is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he owns Montandon Cattle Co., a cattle and livestock business, and is involved in operations management at Montandon And Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering customized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.