Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to joining Schwab in 2019, he worked at Apple for three years and briefly assisted in a plumbing business. Outside of his advisory role, he assists his father with installing water heaters during his personal time. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Megan Mills is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic. She previously worked at Lincoln Financial Securities Corporation for eight years and held a position with the City of Leander for six years. Mills is a member of the Georgetown Chamber of Commerce Board of Directors and owns Forward Financial LLC, through which she offers fixed insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Keith Johnson is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at firms including First Allied Securities, FFP Securities, and has been president of Logic Investment Advisors, LLC since 2008. Outside of his advisory roles, he volunteers with the International Waterlily Collection, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and ongoing client supervision, operating with over $256 billion in assets under management through a nationwide network of more than 10,000 advisors.

Polica Penn is a financial advisor with J.P. Morgan Securities based in Georgetown, TX, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2017. Outside of her advisory role, she is the owner of PPQ And MQ LLC, which manages rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and may include an ESG eligibility framework.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Ethan Gilbert is a CFP® certificant with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including OSAIC, FSC Securities Corporation, and Aspiriant LLC. Gilbert is also involved as a paraplanner at ANFS, Inc., where he assists in gathering client information and preparing financial plans. 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.

William Nicholas is a financial advisor at Equitable Advisors in Austin, TX, holding the Series 66 designation with one year of industry experience. His prior work includes roles in the food service industry and as a stay-at-home dad. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Feehan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, his work history includes roles at Charles Schwab Bank, SSB, as well as experience outside the financial industry and periods dedicated to full-time education. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Clare Grabarkewitz is a financial advisor with Edward Jones in Lago Vista, TX, holding a Series 66 designation and seven years of industry experience. She previously worked at Tarleton State University and Insurance Planners & Advisors Group Inc. Outside of advising, she owns a short-term rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

George Henry is a CFP® with 38 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he is involved in real estate management through a business ownership in Austin, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jacob Dorsey is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has experience working at several financial institutions, including Comerica Bank and Plains State Bank. His industry experience began in 2019, with prior roles at Third Coast Bank and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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 and discretionary investment guidance, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.

Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Leslie Die is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she worked at St. Thomas More Catholic School for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse household and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.

John Driscoll is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance, Wells Fargo Clearing, and Citigroup Global Markets. He also operates Driscoll Wealth Management LLC, an independent advisory business. 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 programs. The firm utilizes a variety of advisory models implemented through third-party managers and offers a range of investment products, including mutual funds, ETFs, and alternative investments.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts, crafts, and growing flowers and spices for sale. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett USA. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.