Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the Pflugerville Police Department and was involved with Texas All-Star Cheer And Dance and Pflugerville ISD. Outside of advising, he also works as an independent insurance agent and provides consulting services related to portfolio due diligence. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse 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 delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

John Murphy is a CFP® with 26 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Waqar Meyer is a financial advisor with LPL Financial in Round Rock, TX, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at several firms including First Allied Securities, Austin Wealth Management, Bayshore Mortgage Funding, and Alterra Group. In addition to his advisory role, Meyer is involved in mortgage services and acts as a nutritional coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Hassan Ali is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002 and previously at UBS Financial Services from 1999 to 2002. 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 that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Lindsey Cole is a CFP®-designated financial advisor with three years of industry experience. She is currently with LPL Financial and has previously worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering financial advising, she held positions at Carillon Senior Living and Red Robin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Stoehr is a financial advisor with Equitable Advisors in Austin, TX, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a model-driven approach and relies on third-party asset managers and advisory programs for investment implementation.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Jeffery Nitsche is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and 66 licenses and has worked at Charles Schwab Bank, SSB since 2021, in addition to his ongoing role at Charles Schwab starting in 2007. Outside of finance, he has worked as a farm hand involved in livestock care and property maintenance. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Jennifer Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. In addition to her advisory role, she serves as a power of attorney for her grandfather. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dawson Groch is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Oracle NetSuite, JCrew, Kestra Financial, and held teaching positions at several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory, brokerage, and retirement planning services through a large network of investment adviser representatives.

Aidan Sowry is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, he held roles at several firms including Streetwise Retail Advisors and National Financial Alliance. 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. Schwab offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Bronwyn Swartz is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2018, she worked at Redsky Renewable Solutions and Leander ISD. She also owns a retail business, She's Just B, creating handmade leather and resin earrings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Kestrel Carson is a financial advisor at Charles Schwab with eight years of industry experience. They hold Series 65 and Series 63 licenses and have worked at Charles Schwab & Co., Inc. since 2020. Prior to that, they held positions at ExtendMY Team, Roberts Half, and Stitch Fix. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Nicholas Constable is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Charles Schwab in Austin, TX, where he has worked since 2020 following prior roles at NYLIFE Securities LLC, New York Life Insurance Co., and Edward Jones. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment process.

Cassady Frey is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, Frey worked at 49 Financial and held various roles with the City of Arlington. Outside of advising, Frey is a licensed insurance agent. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a formal due diligence process for alternative investments.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Bryce Ordener is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Charles Schwab & Co., Inc., SHI International Corp., and Modern Woodmen of America. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, including multiple registered investment companies and model portfolios.

Eric Morgan is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at SAIC Corp. and Azimuth Corp., and served five years in the United States Army. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.