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, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary financial planning and active involvement in municipal and public finance markets.

Taylor Smith is a Series 66 licensed advisor with Edward Jones in Lago Vista, TX, and has two years of industry experience. Prior to rejoining Edward Jones in 2025, Taylor worked at the same firm from 2017 to 2025, with earlier experience outside the financial sector. Taylor is also an independent consultant for Arbonne, a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Kaila Passey is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she spent over a decade working in the wine industry, including roles at Serendipity Wine Imports and Vinello Wines. Outside of financial advising, she serves as a Wine Society Advisor for the Boisset Collection, organizing wine and dinner events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model with both advisory and brokerage channels to execute client recommendations.

Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Wilbur is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked with North Star Consultants, Minnesota Life Insurance, Securian Financial Services, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology tools.

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.

Mitchell Moore is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with OSAIC in Bee Cave, TX. Prior to joining OSAIC, he held roles in campus recreation and worked in the food service industry. He also serves as a paraplanner with IronBridge Wealth Counsel, assisting advisors with financial planning and account servicing. OSAIC Wealth, Inc. provides services to a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and investment options, offering both discretionary and non-discretionary portfolio management supported by multiple advisory platforms and third-party services.

Joshua Jasien is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide set of products and services beyond typical managed account offerings.

Jacob Moreno is a financial advisor at Mass Mutual Investors Services with one year of experience. He holds a Series 66 designation. Prior to joining MassMutual, Moreno worked in various roles including positions at City Limits Subaru/Idea Auto Group and Vessel Longevity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on annual, collaborative client relationships.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Allstate Financial Advisors and Thrivent Financial, among others. Outside of advisory work, he owns an independent insurance agency, The Stewart Agency, LLC, specializing in personal and commercial lines insurance. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advice supported by comprehensive planning tools and maintains a notable involvement in municipal and public finance.

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.

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.

Dawn Lacy is a financial advisor at Morgan Stanley in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at New York Life for 22 years. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.

Kimberly Banesse is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with an emphasis on assets held in Ameriprise managed accounts.