Garry Whitfield is a financial advisor with Raymond James Financial in Austin, TX, holding a Series 66 license and bringing 20 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is the founder and CEO of Second Man Group, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Paul Coroneos is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Foresters Advisory Services and Foresters Financial Services. Coroneos is involved in several business entities related to real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Julie Simineo is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns Envico Fitness Solutions, a business offering online fitness coaching and nutrition guidance. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Riffle is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014, with a prior role at City National Bank from 2021 to 2023. Based in Austin, TX, he is part of a large team of advisors at the 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 various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by integrated capital-markets capabilities.

David Storer is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining RBC in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of a local charity organizing tailgate events and participates in HOA property management as a board member. RBC Wealth Management provides services to individual investors, institutions, and charitable organizations, offering tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers various options for rebalancing, tax management, and responsible investing.

Preston Werner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at BVA Group, Topaz Labs, and EY. 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 uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Aaron Draper is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Draper also serves as the executor of an estate, managing asset collection and distribution duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structured, annual planning relationships.

William Olsen is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with MML Investors Services Inc. and MassMutual Financial since 2004. Outside of his advising role, Olsen is a partner and owner of a retail vending machine business, where he guides family members in operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, structuring engagements as annual, collaborative relationships.

Nicole Babin is a financial advisor with Edward Jones in Dripping Springs, TX, holding a Series 66 designation and six years of industry experience. She previously worked at Rodan and Fields and was involved with Crush Fitness LLC. Outside of advisory work, she has participated in sales and marketing of hair products through a home-based role with Monat. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities beyond standard advisory services.

Matthew Needham is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Mulinix Goerke and Meyer LLC. Outside of finance, he has experience working with the Juice Shack. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research resources, and technology-driven strategies.

Roman Coronado III is a financial advisor at Merrill with six years of industry experience and holds the Series 66 credential. He has been with Merrill and Bank of America, N.A. since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Poore is a Series 66-licensed financial advisor at Merrill with less than one year of industry experience. His prior work includes roles at Bank of America, University Federal Credit Union, and Texas Lutheran University. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Ballett is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 credential and 26 years of industry experience. He has worked at RBC Capital Markets since 2008. He has served as president of Wave International, Inc., an inactive Texas corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and uses both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.

Frank Penn is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Penn is the CEO of FWPGP, Inc., a business involved in non-investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Colten Napier is a financial advisor with J.P. Morgan Securities in Dripping Springs, TX, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, N.A., Charles Schwab, and service with the U.S. Army. Outside of advisory work, he is the owner of Napier Real Estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Timothy Coffey is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Cole Essman is a financial advisor at Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as teaching positions at San Diego State University and Eastlake Middle and High School. MassMutual Investors Services, LLC 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 annual, collaborative planning engagements and offers a range of investment and event-driven planning programs.

Michelle Florander is a financial advisor at Edward Jones with 10 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Matthew Gilbertson is a financial advisor with Thrivent Investment Management in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, Matthew has experience with various short-term engagements including work with Door Dash and Postmates in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple topics, with an option to combine planning and managed-account services under a consolidated billing approach called WealthPlan.

Robert Marwill is a CFP® professional with 32 years of experience in the financial industry. He has held roles at STIFEL since 2026, following prior positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves as a director with Texas Performing Arts and sits on the board of the Eanes Education Foundation. STIFEL serves a broad clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.