Denise Meraz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Emmanuel Aguirre is a financial advisor at Charles Schwab in Austin, TX, with two years of industry experience. He previously worked at DoorDash for four years and at Thyme Matters for four years before joining Charles Schwab. He holds Series 63 and Series 66 designations. 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 affiliated discretionary separately managed accounts and an established alternative investment platform.

Logan Jackson is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 credential and beginning his advisor career in 2026. Prior to joining LPL Financial, he worked at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Jacob Baker is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab since 2020 and previously held positions at Texas Health and Human Service, Insight Global, IBC Mortgage, and Pepperdine University. 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and providing centralized custody and order-routing services.

Joy Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Annie Bao is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Sunrun and the Duke University Cardiovascular Research Center. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

James Aguilar is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at USAA Financial Planning Services and United Services Automobile Association. Outside of finance, he provides respite services to individuals with special needs through his involvement with Life Time Living. Charles Schwab serves a large client base of 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 structured investment guidance.

Matthew Johnson is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include 15 years at Waddell & Reed, Inc. and various insurance carriers, and he is also involved with Jjmack Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alex Lipnicky is a financial advisor at Charles Schwab with Series 65 and Series 63 designations and three years of industry experience. His prior roles include positions at PIMCO Investments LLC and Pharos Capital Group. 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 separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. Charles Schwab & Co., Inc. serves a large client base of 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 SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Erin Dougherty is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following eight years at Tdameritrade, Inc. Outside of finance, she teaches dance through meetup.com in Austin, TX. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Brent Thomas is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2007, including a role at Charles Schwab Bank, SSB since 2020. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses a multi-asset model portfolio approach with centralized custody and order-routing arrangements.

Chandler Friesenhahn is a CFP® professional with five years of industry experience, currently serving at Charles Schwab. His work history includes roles at Charles Schwab Bank, SSB, and prior positions at The Fit Company and Lifetime Fitness. 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 and discretionary investment solutions, using multi-asset model portfolios and centralized operational resources.

Carlos Serna is a financial advisor at Charles Schwab with 16 years of industry experience. He has been with Charles Schwab since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in reviewing plans and purchasing supplies for residential and commercial construction projects. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

James Hornbuckle is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with various Wells Fargo entities since 2009. Outside of his advisory work, he owns and manages Hornbuckle Investment Strategies, LLC, and has interests in land management and royalty ownership in Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using the firm's research and tools, with clients deciding how to implement them.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Carter Rowles is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience, currently affiliated with Equitable Advisors in Austin, TX. His career includes over 21 years at Equitable Advisors and prior roles at Axa Advisors and Mony Securities Corporation. Outside of his advisory work, he serves as treasurer for the Reflections of Walnut Creek HOA and is a trip leader for Austin Skier. 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’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.