Anthony Trantham is a Financial Consultant currently working at Fidelity Investments since 2010. Prior to this role, he was a Registered Representative at Asset Strategies Group, LLC from 2006 to 2010. He specializes in helping clients make sound financial decisions by creating customized plans that align with their financial goals and risk tolerance. Anthony's approach focuses on empowering clients through personalized financial strategies. Outside of his professional work, he has interests in art, hiking, playing musical instruments, music, outdoor adventures, and traveling.

Matthew Petrosky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of finance, he is the owner of a small food and beverage business that produces and cans vegetable goods. 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 discretionary separately managed accounts, supported by centralized operational and custodial infrastructure.

Kimberly Beeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.

Joseph Brown is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of B Squared Investments, an LLC established to hold his new office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large national network of advisors and branch offices.

Devin Thompson 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 worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Maria Politti is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Equitable Advisors since 2011 and previously held positions at Axa Advisors and Ameriprise Advisor Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm focuses on personalized client assessment and employs a variety of investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

German Betancourt is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he was employed at American Campus Communities and has an educational background spanning several years. Based in Austin, TX, his career includes varied roles outside financial services. 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. The firm offers a blend of non-discretionary and discretionary investment solutions supported by a large, integrated operational structure.

Walter Reep is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on a board of directors and is involved in multiple business ventures unrelated to investment management. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sirisha Rayavarapu is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having four years of industry experience. She has been with Charles Schwab since 2021. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized brokerage and custody services.

Marshall Wiley is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2009 in various roles. His current position involves working closely with clients to develop, execute, and maintain comprehensive financial plans tailored to their long-term goals. Over his tenure at Fidelity Investments, Marshall has held positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial consulting and client relationship management. Marshall's professional approach centers on building life-long relationships with clients and their families to achieve their financial objectives through personalized planning and execution.

Zachary Sinsabaugh is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation. He joined LPL Financial in 2026 and has diverse prior work experience in various industries, including automotive, retail, and education. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Rosalyn Respecia is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked with Ameriprise and its affiliate since 2016. In addition to her advisory role, she is associated with Pathsage LLC and Hearthstone Wealth Management, a private wealth advisory practice within Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Elisabeth Uhl is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has reported ownership of a single-family property unrelated to her investment activities. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholson O'reilly is an advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes positions at Balentine and College Hunks, as well as attending Tulane University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and alternative investments.

Ansur Mazhar is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having nine years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade Investment Management. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.

Kristen Nielsen is a financial advisor with LPL Enterprise LLC in Austin, TX, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Securities America, Tallus Capital Advisors, and MassMutual. LPL Enterprise LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services also encompassing financial planning, insurance product sales, and trust and lending programs.

Dima Aboshady is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, Dima worked at Charles Schwab and Meradia Group. Outside of finance, Dima operated an Etsy shop, Dima's Designs, and also worked as a server at Jack and Ginger's. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jennifer Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX, holding a Series 66 designation and 15 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2013 and has been involved with Capital Advisors since 2006, where she serves as president. Outside of her advisory role, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.