Caleb Medley is a Series 66 licensed advisor with nine years of industry experience. He is currently affiliated with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. Prior to this, he worked at Securities America Advisors, Securities America, Inc., Bank of Bolivar, LPL Financial LLC, and Edward Jones. Outside of his financial advisory role, Medley works part-time in exterior cleaning services through Hill Country Hot Wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lance Fricke is a Financial Consultant at Fidelity Investments, where he has been employed since 2018. In his current role, he assists clients in developing, executing, and maintaining comprehensive financial plans tailored to their long-term financial goals. Lance has held multiple positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, Licensed Financial Representative, Client Experience Advocate, and Financial Services Representative. This progression reflects his broad experience within the financial services industry. Outside of his professional work, Lance has interests that include camping, comedy, fishing, football, music, and soccer.

Hunter Mendiola is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at the Law Office of Allen and Weaver and the Law Office of Antoinette Bone. He also has experience as a chef and spent several years in full-time education. 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 services and access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.

Forrest Six is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Voya Financial Advisors, Charles Schwab, and a five-year tenure at EVO Entertainment Group. Outside of his advisory work, he is involved with Himelick Financial Group, where he assists with financial plans, portfolio rebalancing, and analysis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Michelle Garcia is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2012, including Schwab Retirement Plan Services and multiple Schwab Trust and Bank affiliates. 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 operates a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Guevara is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he owned a collectibles resale business and worked as a store associate at a bakery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Kirby Marik is a Series 66-licensed financial advisor with Ameriprise in Austin, TX. Marik has recently transitioned into financial advisory work, joining Ameriprise in 2026 after a diverse background including roles in fitness, education, and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sean Mathis is a financial advisor at Edward Jones in Leander, TX, holding Series 66 and Series 63 designations with four years of industry experience. Prior to Edward Jones, he worked at Southwest Systems, OneAmerica Securities, and American United Life. Outside of his advisory role, he is a franchise owner of Camp Gladiator, an outdoor fitness business focused on health improvement and weight loss. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Robnett is a financial advisor at Cetera with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at Avantax and Woodbury Financial Services. Robnett is also the owner of Robnett CPAs, a certified public accounting firm providing tax and accounting services, and Robnett Financial, LLC, where he serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and manages more than $256 billion in assets. The firm offers a multi-manager platform with a variety of investment strategies and serves a diverse client base including individuals, retirement plans, and institutional accounts.

Nicole Walters is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a prior role at A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of her advisory work, she is involved in a side business selling nail polish strips. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions and operates at a large scale with more than 14,000 financial advisors.

Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses. She has been in the industry since 2026, with prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Helal is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1993. He works closely with clients to develop financial plans, utilizing his extensive experience and the firm's resources to assist with asset protection, income generation, growth, and wealth transfer strategies for future generations. Michael has held various roles within Fidelity Investments, including Financial Planning Consultant from 2000 to 2009, Manager from 1998 to 2000, Senior Trader from 1996 to 1998, Risk Exposure Group Representative from 1994 to 1996, and Customer Service-Trading Representative from 1993 to 1994. This breadth of experience provides him with a comprehensive understanding of financial markets and client needs. Outside of his professional work, Michael's interests include cooking and baking, fitness, football, gardening, painting, and caring for pets.

Laura Villota Stella is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Dimensional Fund Advisors and Crossroads Financial Services. Outside of her advisory work, she operates a small craft business through Stella Group LLC. 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 financial planning and investment management solutions delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.

Geoffrey Koepp is a financial advisor with Osaic Wealth based in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes 15 years at Woodbury Financial Services and four years at Ameriprise. Outside his advisory role, he is involved in insurance sales and services and serves as a financial advisor with several related consulting and insurance businesses. He is also a member of the Bastrop Chamber of Commerce. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach that incorporates model-based asset allocation, portfolio optimization, and a variety of managed account solutions.

Alexander Ball is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Ball, Jones, Gowan Inc. He also serves as an independent contractor financial advisor with Ball Jones Gowen, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Devin Loughlin is a CFP® and ChFC® with 17 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, he worked briefly at Cox Financial. Outside of his advisory role, he acts as trustee and executor for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jorge Cepeda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Robinhood Financial, LLC, Charles Schwab, and Dish Network. 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. Their advisory process incorporates quantitative and qualitative research, using model asset allocations with consideration of ESG factors.

Deven Perez is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with select families and professionals to focus on their financial goals, assessing their progress and helping to achieve their aspirations efficiently. He incorporates a Personal Wealth Analysis to address various needs including retirement planning, legacy planning, tax strategies, and income management. Deven holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Central Michigan University. Originally from Michigan, Deven moved to Austin and has interests in baseball, boxing, football, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies. He previously wrestled collegiately.

Patrick Thorp is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kershner Trading Group and Murph T Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and a formal alternative investment process.