Andrew Westerkom is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at RBC Capital Markets since 2018 and previously spent five years at All About Vapor, Inc. Outside of finance, he produces a podcast and has done voice-over work as an independent contractor. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, offering diversified solutions to meet clients’ risk profiles.

William Brandenberger is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and with 26 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs. The firm combines in-house and third-party investment managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Travis Cloud is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 66 license and has been with Mass Mutual Investors Services since 2017. He is also associated with Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. In addition to advising, he is involved in outside insurance sales with Davidson Camp Insurance Services, where he receives commissions for referring group insurance business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of ongoing client relationships.

Carlton Orange is a financial advisor with Mass Mutual Investors Services in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Northwestern Mutual and Texas Capital Bank. Outside of financial advising, he owns a media production company focused on photography and video editing and works part-time as a valet attendant. MassMutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Jonathan Block is a financial advisor with Thrivent Investment Management in Austin, TX, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Schwab Retirement Plan Services from 2016 to 2024. Outside of his advisory role, he serves as an elder at Redeemer Lutheran Church, assisting its pastors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning on a broad range of topics without portfolio management or institutional advisory services.

Michael Cross is a financial advisor with Edward Jones in Austin, TX, holding CFP®, ChFC®, and Series 66 credentials with five years of industry experience. He previously worked at JPMorgan Chase Bank for 13 years before joining Edward Jones in 2020. Outside of his advisory role, he is listed as a managing member of Goldilocks Cookie Co., LLC, a business operated by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kenneth Patterson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he works as a freelance session musician, performing on various musical recording projects remotely. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Anita Hawks is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. for nine years and has held a role at MassMutual Life Insurance since 2016. In addition to her advisory work, she teaches CFP certification classes in Austin, TX. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-assisted planning methods and provides a range of investment and event-driven planning solutions.

David Rust is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in publishing and promotion through SWC Publishing. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary investment management supported by research and model portfolios.

Jerry Buchanan Jr. is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after previous roles at Ntirety and Dell Technologies. Buchanan has zero years of industry experience as a financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Stephen Hanvey is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been with Raymond James Financial since 2009 and owns Hanvey Financial, a separate support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jonathan Bryan is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and concurrently serves in the Air National Guard. 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 range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Cisco Guzman is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes five years at Kestra Financial Services, Inc. He is currently based in Buda, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic methods to manage portfolios and serves as an advisor to multiple registered investment companies.

Ana Moradel is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at BBVA USA, Iberia Bank, and Arvest Bank. She serves as President of the Austin Midtown Chapter of Master Networks, where she oversees the leadership team and manages weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 13 years at Fidelity Brokerage Services and several roles in the mortgage lending industry, with periods of extended travel. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational model.

David Porter is a Planning Consultant at Fidelity Investments, where he supports multiple advisors in Henderson by providing resources and insights to help clients pursue their financial goals. He focuses on thoughtful planning to assist clients in maximizing the impact they have on their loved ones and community. He has been with Fidelity Investments since 2021, initially serving as a Financial Representative before becoming a Planning Consultant in 2022. His prior experience includes roles as a Sales Manager at Pro Trader Institute from 2013 to 2019, a Financial Advisor at JPMorgan Chase from 2012 to 2013, a Broker at Charles Schwab from 2010 to 2011, and a Banker at JPMorgan Chase from 2009 to 2010.

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Oma Claunch III is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research since 2016 and has a longstanding role at Priority Planning Financial Consultants dating back to 1997. Aside from his advisory roles, Claunch serves as a board member and volunteer for the Twin Isles POA and is involved in ranch management through Lucky Four C LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through independent financial professionals, providing a range of implementation strategies across multiple platforms with both discretionary and non-discretionary approaches.

Kerry Roberts is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for over 17 years. In addition to his advisory work, Roberts is involved in insurance-related activities, offering disability, long-term care, traditional life insurance, and life settlements through his role as an agent and owner of Central Texas Financial Group. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Scott Weaber is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Steward Partners Investment Advisory. His career also includes a one-year tenure at the Internal Revenue Service. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.