Lea Navarijo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has prior experience at Wells Fargo Bank and other firms. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Schobel is a financial advisor with LPL Financial in Bastrop, TX. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Joseph Guttadauro is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise.

Aulton Odell is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation, Odell/Hamilton & Associates, Inc., and American General Life Insurance Co. in roles spanning over three decades. He also owns a sole proprietorship focused on soliciting and servicing insurance clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage tailored portfolios.

Robert Morris III is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Axa Advisors and The Weitzman Group. Outside of his advisory career, he works as an Uber driver in Austin. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various third-party advisory programs.

Colin Chandler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. from 2007 to 2021 before joining J.P. Morgan Securities in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and a centralized due-diligence framework.

Jay Henton is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2015, progressing through positions including Financial Consultant, Investment Consultant, Financial Representative II, Investment Solutions Representative, and Financial Representative. His work centers on building personal relationships with clients and providing comprehensive financial planning services. He focuses on empowering clients to work towards their financial goals through tailored strategies. Outside of his professional commitments, Jay is interested in football, golf, music, parenthood, and tennis.

Kofi Sakyi is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Pacific Investment Management Company (PIMCO) and TD Ameritrade Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Jack Czarkowski is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2009, progressing from Financial Representative to his current position. Jack's professional experience includes providing financial consulting services and helping clients with wealth building, retirement planning, and managing unexpected life events. Jack holds a California Insurance License, supporting his capability to advise clients comprehensively. His approach to financial planning emphasizes trust, attentive listening, and understanding clients' priorities to build strong financial plans that reduce uncertainty and promote confidence in long-term success. Outside of his professional duties, Jack engages in activities involving family, parenthood, pets, traveling, and volunteering.

James Williamson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, Llc and Bank of America, N.A. prior to his current role. Based in Austin, TX, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jared Fox is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering comprehensive wealth management solutions tailored to each client’s unique financial situation, goals, and family circumstances. Jared works closely with clients to create personalized strategies that adapt to changing market conditions and evolving needs. His expertise includes retirement planning, portfolio management, liquidity management, managing new wealth, college education planning, and employee financial health, among other areas. Jared joined Merrill Lynch Wealth Management in 2005, bringing nearly six years of prior experience working with corporate stock benefit plans. He assists clients with wealth preservation and transfer, business services, concentrated stock strategies, estate planning services, and cash management. Jared graduated in 2002 from the Red McCombs School of Business at The University of Texas with a degree in Finance. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jared participates in community volunteer activities in line with the Merrill tradition of community involvement. In his personal time, he enjoys billiards, football, golfing, music, skiing, swimming, traveling, and spending time with his family. He also takes pride in helping manage the family ranch in Circleville, Texas.

Gabriela Smith is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held roles at BBVA Wealth Solutions and related entities. Outside of her advisory work, she is an owner and partner of BeaverCircle, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Bryan Singer is a financial advisor with Thrivent Investment Management in Austin, TX. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option.

Andrew Gately is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on developing personal relationships with clients through goal-based financial planning to support their financial success. Andrew has been with Fidelity Investments since 2014, holding positions as Relationship Manager from 2014 to 2017, Investment Consultant from 2017 to 2020, and currently as Financial Consultant. His experience includes various roles within the firm, providing a comprehensive understanding of client needs and investment strategies.

Zachary Bolke is a Financial Advisor at Merrill Lynch Wealth Management, where he assists clients in developing personalized strategies to achieve their financial objectives. He leverages his background in finance, real estate, and credit analysis to provide comprehensive wealth management services. Prior to joining Merrill, Zachary managed a $60 million real estate portfolio at Long Oak Partners, overseeing acquisitions, asset management, and investor relations. He has also contributed to operations at Spin Appliances by optimizing pricing models and quality control for a multi-state distribution network. Earlier in his career, he served as a Senior Credit Analyst at First United Bank and as a Banking Officer at West Texas National Bank, working on complex loan portfolio evaluations and financial modeling automation. Zachary holds a Bachelor of Science in Petroleum Engineering from Texas Tech University. He maintains FINRA SIE, Series 66, Series 7 registrations, and holds the Chartered Retirement Planning Counselor (CRPC) designation. Outside of his professional activities, he is an Eagle Scout and engaged member of his community.

Ashton Peebles is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018, including JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, he was with Ascendant Capital and has experience outside finance, including time at Pluckers Wing Bar and as a student at The University of Texas at Austin. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities while delivering recommendations on a non-discretionary basis.

Janice Gage is a financial advisor at Osaic Wealth, Inc. in Austin, TX, holding a Series 63 designation and bringing 35 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for 31 years before joining Osaic Wealth in 2023. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using asset-allocation tools, risk assessments, and third-party money managers to construct diversified portfolios tailored to client needs.

Michael Langford is a financial advisor at Course Pilot Financial LLC in Austin, TX, holding a Series 65 designation with 19 years of industry experience. He has been with Course Pilot Financial since 2006 and has also worked at Fidelity Investments since 2000. Outside of financial advising, he owns TWEETWORKS LLC, a social networking service. Course Pilot Financial LLC is a single-advisor independent firm serving individual households and some institutional clients. The firm uses model-based portfolio management with assets custodied at Fidelity Investments and provides advisory services for held-away assets, offering a flexible service model that includes both ongoing management and occasional hourly advice.

Barry Harris is a financial advisor with Harris Wealth Advisors, LLC in Austin, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He founded Harris Wealth Advisors in 2014. Harris Wealth Advisors is an independent firm serving individual clients.