Jay Daily is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. 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.

London Chamberlain is a financial advisor at LPL Financial with a Series 66 credential and two years of industry experience. He has held roles at LPL Financial and The Fox Alliance Wealth Advisors since 2021. In addition to his advisory work, Chamberlain is involved in mentoring and seminar instruction for new transfer students in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining model portfolios and research with discretionary and non-discretionary management options.

Erin Smith is a CFP® professional with two years of industry experience, currently affiliated with Cetera. Her background includes roles at Purcell Financial Solutions Group and several Cetera entities. Outside of her advisory work, she serves as vice president of education for the Austin Women's Toastmasters Club, where she organizes member activities and supports speech contests. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Holly Ruckel is a financial advisor with Cetera in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, North Star Resource Group, and Securian Financial Services, among other firms. In addition to her advisory work, Ruckel is involved in horse training, where she serves as a coach and trainer. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, providing advisors with access to both affiliated and third-party investment strategies.

Joshua Fuchs is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Spring Branch ISD and coached a high school girls’ volleyball team through Ghost Sports LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Robert Roisum is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for MassMutual Life Insurance Co and MML Investors Services LLC for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology such as machine learning.

Jacob Moreno is a financial advisor at Mass Mutual Investors Services with one year of experience. He holds a Series 66 designation. Prior to joining MassMutual, Moreno worked in various roles including positions at City Limits Subaru/Idea Auto Group and Vessel Longevity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on annual, collaborative client relationships.

Grant Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at BNY Mellon for seven years and spent one year at Trammell Crow Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Amanda Poynor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021, with prior experience at Northwestern Mutual, Texas Disposal, and Fat Quarter Shop. Outside of her advisory role, she has been involved as a sales consultant for a beauty and health products company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Glen Carter is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 credential and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as a director overseeing investment management for WESTPATH, a pension asset management organization with $21 billion in assets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management and financial planning services through various advisory programs and leveraging both in-house and third-party investment resources.

Ellen Edwards is a Series 66 licensed financial advisor with Edward Jones, based in Wimberley, TX. She has 12 years of industry experience, including 11 years with Edward Jones. 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 large network of advisors and branch offices nationwide.

Kobi Owen is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Capital Creek Partners and Ameriprise Financial Services. Outside of his advisory role, he assists part-time with financial consulting and marketing for a family-owned interior design firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and access to both in-house and third-party investment managers.

Payton Lovell is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and previously owned a student summer storage company in Houston, managing projects and advertising. Lovell has worked with North Star Resource Group in securities and planning prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across multiple program structures.

Andres Alvarez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Edward Jones for two years and spent 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jacob Fremgen is a financial advisor at Cambridge Investment Research Advisors with experience spanning multiple firms including Cetera and Kestra Financial. He holds a Series 66 designation and has worked in the financial services industry since at least 2017. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs a variety of investment approaches, including proprietary and third-party models, with options for discretionary and non-discretionary portfolio management.

Susan Santamaria is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. Santamaria has been with Raymond James since 2015. Outside of advising, she owns a support company that handles administrative business functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized services in municipal advisory and employer SIMPLE IRA consulting.

Miles Peterson is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previous experience with Equitable Advisors. Outside of his advisory role, he serves as Director of Business Operations for Algoleaf LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and supports a range of event-driven planning programs.

Eric White is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Apria Healthcare Group Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

James Cox is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Realized Financial and J.P. Morgan Securities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning processes to develop written recommendations, emphasizing investment categories and strategies over specific product selections.

Robert Burris is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at National Farm Life Insurance Company from 2018 to 2022 and was affiliated with the Buda-Kyle Church of Christ for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices.