Poonam Patel Chhipwadia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2001. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Rosalyn Respecia is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked with Ameriprise and its affiliate since 2016. In addition to her advisory role, she is associated with Pathsage LLC and Hearthstone Wealth Management, a private wealth advisory practice within Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Elisabeth Uhl is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has reported ownership of a single-family property unrelated to her investment activities. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholson O'reilly is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials. He has recently begun his career in the industry, joining Equitable Advisors in 2025 after brief roles at Balentine and College Hunks. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients' goals, risk tolerance, and time horizon.

Brandon Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2010. Outside of his advisory work, he serves as a board member of the Texas River School, a nonprofit organization based in Austin, TX, and operates a bookselling business called Rare Binds. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides a range of investment solutions through independent Financial Professionals, using various custody platforms and both discretionary and non-discretionary strategies, and features proprietary models alongside access to third-party managers.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.

Thomas Howard is a financial advisor with OSAIC based in Austin, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 17 years. Howard is also the owner of a sole proprietorship involved in the sale and service of insurance products, including variable annuities and variable life insurance. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Kristen Nielsen is a financial advisor with LPL Enterprise in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Securities America, and Tallus Capital Advisors. In addition to her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Dima Aboshady is a financial advisor with LPL Financial based in Austin, TX, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, Dima worked at Charles Schwab and the Meradia Group. Outside of finance, Dima has operated an Etsy shop called Dima's Designs and has experience working as a server. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party research, and technology-driven investment strategies.

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.

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.

Teri Mc Laughlin is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at Merrill since 2014 in various capacities and spent one year at UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sean Mathis is a financial advisor at Edward Jones in Leander, TX, with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Edward Jones in 2022, he worked at Southwest Systems, OneAmerica Securities, and American United Life. Outside of finance, 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 various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory strategies along with affiliated mutual funds and tax-efficient services.

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.

Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

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.

Geoffrey Koepp is a financial advisor with OSAIC in Austin, TX, holding a Series 66 designation and over 21 years of industry experience. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. He is also involved with several insurance and financial consulting businesses and is a member of the Bastrop Chamber of Commerce. OSAIC serves a diverse client base that includes individual investors, high-net-worth individuals, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Alexander Ball is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cedar Park, TX, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior experience includes five years at Edward Jones and multiple roles at Raymond James and Ball, Jones, Gowan Inc. He also serves as an independent contractor for Ball Jones Gowen, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.