Ashley Doyle is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Ashley worked at RBC Capital Markets, Northwestern Mutual Investment Services, and Steven Miura. Before beginning a career in finance, Ashley was a professional soccer player for eleven years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Peter Conforti is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Entirety Financial, and Edward Jones. Prior to his financial services career, he spent 15 years with the Texas Education Agency and State Board for Educator Certification. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Patrick Woodman is a financial advisor with Edward Jones in Austin, TX. He holds the Series 66 designation and has 13 years of industry experience, including 14 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Hobbs is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes seven years at City National Bank and over 17 years with RBC Capital Markets. Outside of his advisory work, he assists with a Financial Peace University class at The Lakeway Church and serves on the board of the Austin Executives Association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a broad range of clients, including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies implemented through various in-house and third-party managers and supports diverse account structures with options for tax management and responsible investing.

Randy Rousseau is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2007, including JP Morgan Chase Bank and Chase. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Dorothy Jones is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company and Verizon. In addition to her advisory role, she owns Wisdom Wealth, LLC, where she provides consulting, public speaking, and life coaching services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Jon Albright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Purcell is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and owns In The Zone Sports Cards, a business focused on buying and selling sports cards online. Purcell also serves as president of the South Austin Little League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Casey Richards is a financial advisor at Edward Jones in Buda, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he served 22 years in the US Army. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Channon Cain is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. Cain’s prior experience includes roles at Jackson National Life Distributors and First Trust Portfolios. Outside of advisory work, Cain is the owner of Agility Ventures LLC, an investment holding company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Keenan is a Series 66 licensed financial advisor at Raymond James & Associates with 13 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Keenan is involved in two businesses: he is the owner of Fieldwise Connect, a digital asset initiative, and a partner in P&L Outfitters, where he occasionally leads outdoor hunting and fishing trips. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Ayush Vajhala is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has been with Cetera Investment Advisers LLC since 2025 and Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he is also involved with North Star Resource Group, providing financial services including life insurance and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Steven Wendler is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Charles Schwab, Strategic Advisers INC, and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Nathan Scarborough is a financial advisor with Cambridge Investment Research Advisors, holding Series 66, 63, and 65 credentials and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services, AFlac, and Lubbock National Bank. He operates Texas Hills Financial Group, an independent advisory business in Dripping Springs, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with options for discretionary and non-discretionary management.

Charles Hoene is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, also serving City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of internal and external investment managers.

Antonio Cicelske is a financial advisor with Merrill in Austin, TX, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Best Buy and Strayer University. Outside of his advisory role, he is involved in automotive photography and videography, organizing car events, and works occasionally as a dog sitter. Merrill, together 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.

Melissa Knippa is a financial advisor with Thrivent Investment Management in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. She has 32 years of industry experience and has been with Thrivent Financial for Lutherans since 2002. Outside of her advisory role, she is a partner and general manager of entities that manage an office building housing her Thrivent branch office. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple areas without including implementation or discretionary portfolio management.

Patrick Easter is a financial advisor at RBC Capital Markets in Austin, TX, holding a CFP® designation with 40 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank from 2021 to 2023. Outside of his advisory role, he assists in managing family farm interests through an LLC created to hold inherited assets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies using a range of advisory programs and portfolio management options. The firm combines in-house and third-party investment resources, offering services that include financial planning, custody, and brokerage solutions.

Tommey Lyons is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Primerica Advisors and Primerica Financial Services, as well as roles in state government agencies in Texas. 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Jason Khawaja is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and UBS Financial Services. Khawaja serves in an informal advisory capacity with Meals on Wheels Central Texas, assisting their Finance Committee with evaluation of the Endowment Portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including high-net-worth investors, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets and asset management capabilities.