Eric Pomerantz is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Oppenheimer and Investment Professionals, Inc. He serves on the Board of Directors for Texas Hillel. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies, and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Kenneth Cardenas is a financial advisor at Charles Schwab in Austin, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research.

Jeffrey Paull is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and with Primerica Financial Services since 2006. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mele Darley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Canada College and The LDS Church. Outside of her advisory work, she occasionally provides paid caregiver support to an elderly individual and participates as a founding member of an engineering services company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 a multi-asset model portfolio approach and centralized operational infrastructure.

Eric Johnson is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent a decade at Fidelity Investments, including two years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a member of Brown Cow Properties, LLC, which manages a short-term rental property in Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to affiliated discretionary SMA portfolios. The firm combines a large client base and integrated services including brokerage, custody, and alternative investment options.

Greg Creech is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns Creech Honey Farm, where he engages in backyard beekeeping and sells honey at farmers' markets. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers integrated advisory, brokerage, custody, and cash-sweep services, combining non-discretionary client relationships with access to discretionary separately managed accounts.

Beau De Lee is a Series 66-licensed financial advisor with LPL Financial based in Austin, TX. He has been with LPL Financial since 2023 and previously worked in roles outside the financial industry, including positions at SBCC/UCSB and Olive Garden. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of investment strategies.

Victor Ordonez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2025. Outside of his advisory role, he is involved with KVO Enterprises LLC, which focuses on commercial real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Priyesh Purushothaman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Schwab in 2023, he worked at firms including Kepler Capital Markets and Cresent City Capital. 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 advice and access to discretionary separately managed accounts within an integrated wealth management platform.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life, LLC, a business he has operated since 2021. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Anisha Sabnis serves as a Wealth Management Senior Relationship Manager, acting as a primary point of contact for ultra high net worth individuals and their families. She assists clients in facilitating conversations on growing and maintaining wealth, as well as planning and gifting efficiently. Her role focuses on delivering service tailored to individual needs and preferences. Anisha has been with Fidelity Investments since 2007, holding various positions including High Net Worth Specialist, Relationship Manager, Wealth Management Planning Consultant, and currently Senior Relationship Manager. This extensive experience has provided her with a deep understanding of wealth management and client relationship strategies. Details regarding Anisha's education, credentials, personal interests, and community involvement have not been provided.

Holden Swansiger is a financial advisor at Equitable Advisors in Austin, TX, holding the Series 66 designation. He began his career in the financial services industry in 2026. Outside of advising, he has worked in various roles including at Uber Eats and has experience with nonprofit organizations such as the Young Men's Christian Association. 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, utilizing a range of third-party advisory models and proprietary tools to meet client needs.

Melanie Dehler is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program employs centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Samuel Moser is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015, following his work at AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs. The firm utilizes various advisory models including third-party TAMPs and offers ERISA fiduciary services through credentialed representatives.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. Their background includes roles at Gilman, McLaughlin & Hanrahan LLP and Northeastern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jonathan Keithan is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and previously worked at Charles Schwab Bank, SSB. Outside of his advisory role, he is an independent musician who teaches guitar, records musicians, and performs on a part-time basis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and in-depth research.

An Do is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union, CUSO Financial Services, Bank of America, and Wells Fargo. Outside of advising, An is involved with DFCU Financial Partners, a business related to the LPL operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.