Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Kevin Yeiser is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Texas A&M University Corps, Ohio University, and the National Collegiate Athletic Association. 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 investment recommendations and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody and order-routing services.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Kraleigh Woodford is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at UBS Financial Services for 18 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005 and has also been associated with Breedlove, Dennis & Associates since 1992. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Robb is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 registrations. He has one year of industry experience, including prior roles at Fidelity Investments and Deseret First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Wayne Yong is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2020, he worked for five years at the US Treasury's Bureau of Fiscal Service. He holds Series 63 and Series 66 credentials and is based in Austin, TX. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and integrates advisory, brokerage, custody, and cash-sweep services.

Mickey Fitzpatrick is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served in various positions at Fidelity Investments, including Investment Consultant (2023-2024), Workplace Planning Consultant (2022-2023), and High Net Worth Associate (2021-2022). He also worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. Mickey's professional experience spans multiple aspects of financial consulting and investment advising. He focuses on understanding clients' unique financial goals and developing customized financial plans to meet those objectives. Outside of his professional work, Mickey has interests in baseball, football, music, reading, running, and skiing.

Eric Pomerantz is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Oppenheimer and Investment Professionals, Inc. He serves on the Board of Directors for Texas Hillel. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies, and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Harold Allen is a CFP® and Series 66-registered financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Kenneth Cardenas is a financial advisor at Charles Schwab in Austin, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research.

Christopher Hix is a CFP®-designated financial advisor with 14 years of industry experience. He currently works at Edward Jones and previously held positions at Merrill Lynch (Bank of America) and JPMorgan Chase & Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mele Darley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Canada College and The LDS Church. Outside of her advisory work, she occasionally provides paid caregiver support to an elderly individual and participates as a founding member of an engineering services company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Eric Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent a decade at Fidelity Investments, including two years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a member of Brown Cow Properties, LLC, which manages a short-term rental property in Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary SMA portfolios. The firm combines a large client base and integrated services including brokerage, custody, and alternative investment options.

Greg Creech is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns Creech Honey Farm, where he engages in backyard beekeeping and sells honey at farmers' markets. Charles Schwab 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 integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary client relationships with access to discretionary separately managed accounts.

Victor Ordonez is a financial advisor with LPL Financial in Austin, TX, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he was involved with Florida Financial Advisors and Texas Financial Advisors, and has held roles outside the financial sector including in hospitality and AI solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.