Matthew Brown is Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1999, progressing through roles from Customer Service Representative to Financial Representative III, and currently serves as Vice President, Financial Consultant since 2007. With over two decades of experience, Matthew specializes in creating customized financial plans tailored to the specific purposes of his clients. He holds a California Insurance License.

Philip Gibbs is a Senior Financial Advisor with Merrill Lynch Wealth Management in Austin, Texas. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Philip holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Philip earned a Bachelor of Business Administration in Finance from the University of Texas at Austin, College of Business. Before joining Merrill Lynch, he spent five years in related financial services positions at other companies. He began working at Merrill in 2020 through their Financial Advisor Development Program. Beyond his professional work, Philip has a background as a musician and remains active in music when time permits. He has been involved with the Musicians' Initiative Working Group for the City of Austin and is a member of the Knights of the Symphony. His personal interests include baseball, camping, genealogy, hiking, music, singing, skiing, swimming, writing, and yoga.

Mariah Horn is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Kestra Financial Services in various roles since 2003. Outside of her advisory work, she serves as Treasurer for the Vista Ridge High School Track Booster Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

Collin Clark is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. Clark serves on the board of the Elgin Municipal Utility District in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research with third-party strategies and technology-driven portfolio management.

Stephanie Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that reflect clients' unique financial situations and goals, incorporating investment insights from Merrill and banking solutions from Bank of America. Her client focus areas include family wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Stephanie holds the Personal Investment Advisor (PIA) designation. She attended Saint Edward's University and completed her high school education at Natrona County High School. Committed to community involvement, Stephanie participates in volunteering activities with local organizations, reflecting the Merrill tradition of service in the communities they support.

John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.

Mason Richard is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Schwab, Mason was involved in an arbitrage and small leather goods ecommerce business through 138M LLC. 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Michele Stahl is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Hunter Cowley is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, with prior experience at Equitable Advisors and in academic roles at Brigham Young University. Outside of financial services, he has been involved in managing non-agent real estate holdings. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering a mix of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory program, which combines non-discretionary guidance with access to discretionary managed accounts and alternative investments.

Joshua Pearson is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked as an emergency services consultant for Chorsediving SCUBA Diving and held roles at Booz Allen Hamilton and the State of Texas Senate. 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 technology-driven analysis to deliver collaborative, written financial planning recommendations.

Wyatt Ball is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at Amazon - Whole Foods Market, Akima - Cloud Lake Technology, and service in the United States Army. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Justin French is a financial advisor with Raymond James & Associates in Georgetown, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he spent nine years at Dell Technologies. 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 range of clients, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Michael Mc Namee is a CFP®-designated financial advisor with Raymond James & Associates in Austin, TX, bringing 12 years of industry experience. He has previously worked at Steward Partners Investment Advisory, UBS, and Morgan Stanley. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research resources.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 years. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, she worked at PRUCO Securities, LLC and spent over 18 years in healthcare roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, and access to various brokerage and insurance products through its integrated advisory and brokerage platform.

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.