Ansur Mazhar is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab Bank, TD Ameritrade Investment Management, and TD Ameritrade, Inc. during his career. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

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.

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, Tallus Capital Advisors, and MassMutual. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and various institutions through a broad network of investment adviser representatives. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and wrap programs.

Dima Aboshady is a financial advisor at LPL Financial with three years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, Dima worked at Charles Schwab and the Meradia Group. Outside of finance, Dima operated an Etsy shop called Dima's Designs for three years and has experience working in the service industry. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technological tools and a large network of investment adviser representatives.

Jennifer Schaefer is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2013, with prior experience at Capital Advisors dating back to 2006. Outside of her advisory role, she is also an independent insurance agent and serves as president of Capital Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platform options.

Caleb Medley is a financial advisor with J.P. Morgan Securities in Georgetown, TX, holding a Series 66 designation and nine years of industry experience. He has worked with firms including Edward Jones, LPL Financial, and Securities America Advisors before joining J.P. Morgan in 2022. Outside of his advisory role, he is involved in a residential exterior cleaning service. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

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.

Michelle Garcia is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2012, including Schwab Retirement Plan Services and multiple Schwab Trust and Bank affiliates. 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 operates a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

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.

Kirby Marik is a Series 66-licensed financial advisor with Ameriprise in Austin, TX. Marik has recently transitioned into financial advisory work, joining Ameriprise in 2026 after a diverse background including roles in fitness, education, and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Teri Mc Laughlin is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sean Mathis is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2022. Prior to his current role, he was involved with Southwest Systems, OneAmerica Securities, American United Life, and the Leander Independent School District. Outside of finance, he owns a Camp Gladiator franchise, focusing on outdoor fitness and client health improvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across net worth levels, pension plans, corporate clients, and charities. The firm offers a range of advisory and investment solutions and operates a nationwide network of financial advisors and branch offices.

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.

Nicole Walters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved as a stylist selling nail polish strips through ColorStreet Nails. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses. She has been in the industry since 2026, with prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Laura Villota Stella is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Dimensional Fund Advisors and Crossroads Financial Services. Outside of her advisory work, she operates a small craft business through Stella Group LLC. 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 financial planning and investment management solutions delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and technology tools to support client strategies.