Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Alison Reznikov is a financial advisor at Equitable Advisors with securities licenses Series 63 and Series 65 and four years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at Primerica and Convert Wire. Outside of financial services, she was involved with Texas Hillel and Beth Tfiloh Camps. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Catherine Kohn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Clayton Homes for eleven years before joining Edward Jones in 2022. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

John Uechi is a financial advisor at Primerica Advisors in Georgetown, TX, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2017. Outside of financial advising, he owns Symvasi Consulting, LLC, a software analysis and consulting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Yessica Hernandez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Bank of America, N.A. and Bank of Hawaii, along with ongoing academic involvement at the University of Maryland Global Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelli Miller is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Ameriprise, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Timothy Bosworth is a CFP® with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life Securities, Inc., and ProEquities, Inc. He operates a financial planning business under the name Treaty Oak Advisors. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ankith Tenneti is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at Life Time Fitness and was engaged in full-time education for over a decade. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers a range of investment solutions supported by centralized operational systems.

Drew Schneider currently serves as an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has held various positions within the company, including Financial Representative, Trading Execution Representative III, Interim Active Trader VIP Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure at Fidelity Investments, Drew has developed expertise in investment consulting, trading execution, and servicing high net worth clients. His experience spans multiple facets of financial services, allowing him to assist clients in creating and improving their financial plans. Outside of his professional responsibilities, Drew's interests include music, snowboarding, softball, swimming, and tennis.

Shannon Kendrick is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, Kendrick served in the U.S. Army for several years and worked briefly at Amazon. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Shelly Baumgartner is a CFP® with 23 years of industry experience, currently serving at Charles Schwab in Austin, TX. She has been with Schwab since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Bank Ssb. Baumgartner is a governor for Zonta International District 10, a nonprofit organization focused on leadership and community service. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jorge Cordova is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Northwestern Mutual Wealth Management Company and various financial services and consulting positions. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Katie Caplinger is a Financial Consultant currently working at Charles Schwab since 2022. She has experience as a Financial Advisor, having worked at Ameriprise Financial Services from 2019 to 2022. Katie focuses on assisting clients in managing their finances effectively and works collaboratively to create tailored financial plans that align with clients' short-term and long-term goals. She aims to identify these goals to build and improve financial plans suited to individual client needs. Katie's professional experience spans over several years in financial consulting and advising roles, where she develops customized financial strategies. Outside of her professional role, Katie enjoys cooking and baking, fitness activities including hiking and Pilates, and values social time with friends.

Jacqueline Lapp Lee is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Staples Business Advantage and had periods outside the industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors nationwide.

Garrett Smeraldi is a financial advisor with Charles Schwab & Co., Inc. based in Austin, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Charles Schwab, his work history includes roles outside the financial industry, including with the Houston Astros and Fan Jam Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 guidance and access to discretionary separately managed accounts, employing multi-asset model portfolios with strategic asset allocation and a formal alternative-investment evaluation process.

Jason Dickerson is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Arteaga is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked within various Charles Schwab entities since 2010 and currently serves as President of the Anderson High School Choir Booster Club and Vice President of the Zonta Club of Austin. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and an integrated operational structure.

Susan Palombo is a financial advisor with Robert W. Baird & Co., holding a Series 66 credential and 13 years of industry experience. She previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Palombo serves on the fundraising committee for the Jeremiah Program in Austin and holds leadership roles with Impact Austin, a women’s collective giving organization. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.