Angeline Krylo is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Outside of her advisory role, she is a member partner of Four Kings Stables LLC, which involves horse boarding. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and financial planning services through an integrated wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by multi-asset strategic portfolios and alternative investment due diligence.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Jayden Hutchings is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked in various roles including training and compliance, retail, and education. Outside of finance, he owns and oversees operations for a security and surveillance business as well as a wholesale trade/import-export company. 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 mix of non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Silas Um is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he held a position at BNY Mellon and has experience working in the restaurant industry and at the University of Houston. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset management programs. The firm’s approach includes assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party solutions.

John Thrower is a financial advisor with Ameriprise in Lakeway, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Guthrie is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at University Federal Credit Union and CUSO Financial Services, LP. Guthrie also manages UFCU Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering diverse financial planning and investment management solutions.

Clinton Potts is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 credential and 19 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years and Edward Jones for 5 years. 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, supporting investment strategies through a network of over 22,800 advisors.

Gabriel Delgado Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at Modern Woodman of America/NWA Financial for four years. Outside of finance, he was involved in Delgado Restorations for over two decades. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and delivers services on a non-discretionary basis.

Matthew Sugg is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Vaughn is affiliated with LPL Financial in Austin, TX, holding the Series 66 designation. He has less than one year of experience as a financial advisor and previously worked in several roles across different industries including real estate services and technology. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, with access to model portfolios, third-party management, and institutional platforms.

Travis Sparkman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at LPL Financial and Keller Williams Realty. Outside of his advisory role, Sparkman is the CEO of Sparkman Wealth Management, where he leads a wealth management team and recruits new advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Felicia Watson is a financial advisor based in Austin, TX, affiliated with Charles Schwab. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her previous roles include positions at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services with a client relationship model that includes both non-discretionary and discretionary investment options.

Trae Schultz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, Schultz worked as a Financial Advisor at Morgan Stanley, Waddell and Reed, and Merrill Lynch from 2008 to 2011. In his current role, Schultz partners with clients to design and implement financial plans focused on retirement. He emphasizes building relationships and continually monitoring clients' financial blueprints to aim towards their long-term goals.

Hudson Murphy is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Daniel Josey is the Branch Leader at Fidelity Investments in Austin, where he leads a team of financial professionals providing service and planning. He has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Business Analyst, Client Service Team Lead, and Investment Solutions Representative. Daniel holds an Arkansas Insurance License. Outside of work, he enjoys board games, camping, hiking, outdoor adventures, parenthood, and reading.

Than Nguyen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Round Rock ISD, as well as service in the United States Marine Corps. Charles Schwab 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 affiliated discretionary separately managed accounts, combining centralized custody and operational services with multi-asset model portfolios and alternative investment options.

James Cavner is the principal of Cavner Social Enterprises, LLC, an investment management firm based in Austin, TX. He holds a Series 63 designation and has 40 years of industry experience. Prior to founding Cavner Social Enterprises in 2014, he worked at WCL Partners, LP and M. Holdings Securities, Inc. Cavner is also Chief Mission Officer of Design Run Group, LLC, a healthcare innovation company focused on vulnerable communities, and serves on the board of Austin Together, a nonprofit fostering collaboration among Central Texas organizations. Cavner Social Enterprises primarily refers clients to third-party investment advisers and provides financial planning and consulting services, including philanthropic and community planning. The firm does not manage client assets directly and offers consulting services to other registered investment advisers as well as individual clients.