Max Shanley is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was with J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dane Martindale is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through both in-house and third-party investment managers, providing diversified portfolio management and financial planning services.

Robert Clevenger Jr. is a financial advisor with UBS Financial Services in Buda, TX, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Kelly Neely is a CFP® professional with 15 years of industry experience, currently working at Cetera since 2023. Prior to joining Cetera, Kelly held roles at Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Kelly is also involved with North Star Consultants, operating as an agent/broker in fixed insurance sales and providing financial services through North Star Consultants of Texas. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and consulting services, with a multi-manager platform that includes model and third-party managers, automated allocations, and bespoke strategies.

Brian Gramling is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked briefly at Live CGI and XLT Management. Outside of his advisory role, he is a partner in STAT Factor LLC, a sports research company based in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options and advisory services. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management and supports its clients through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Daniel Willie is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has a longstanding history with North Star Consultants dating back to 2000 and has held roles at Securian Financial Services and CRI Securities Inc. Outside of his advisory work, he is involved in fixed insurance sales as an agent/broker with North Star Consultants. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Delaney Harbuck is a financial advisor at Edward Jones in Austin, TX, with three years of industry experience. Prior to joining Edward Jones, Harbuck worked for Sight & Sound Films and the Texas A&M Forest Service. Outside of finance, Harbuck occasionally engages in freelance photography and art projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Cathy York is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Eanes Independent School District and BazaarVoice. Outside of her advisory role, she serves as Vice President of Operations on the board of Westlake Band Parents, supporting the local band program. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Matthew Gorrick is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2010. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Patrick Heaton is a financial advisor with LPL Enterprise, holding a Series 66 designation and 11 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Okta, and Pinn Technologies. Heaton is also involved with Bridgewater Partners, Insurance and Financial Services, LLC in San Francisco. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and access to third-party asset management through advisory and brokerage channels.

Daniel Robles Jr. is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Chase Bank, N.A. and Bank of America N.A. In addition to his advisory role, he is involved in an entrepreneurial venture operating an online retail business through Amazon FBA, selling electronics and home goods. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Croshaw is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Mass Mutual in 2017, he was associated with Croshaw Group LLC from 2013 to 2017. Outside of advising, he is involved in life, health, and property & casualty insurance sales as a licensed agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning through ongoing, collaborative relationships using firm-approved software and offers asset management, wrap programs, and educational seminars.

Zachary Hoyle is a financial advisor with Wells Fargo Advisors located in Dripping Springs, TX. He holds a Series 66 designation and has 16 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2011. Outside of his advisory work, he owns and operates ZNHOYLE DWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu, including cash-flow, retirement, education, and niche planning services, utilizing Wells Fargo research and tools to tailor recommendations for clients.

Mary Shearer is a Series 66 licensed advisor with Edward Jones in Austin, TX, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Mark Delaney is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1998. Outside his advisory role, he is involved in non-variable insurance sales and alternative financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by proprietary and third-party research.

Christine Dugas is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 66 designations. In addition to her advisory role, she works as an independent contractor recording narration for audiobooks. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments.

David Squire is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Dripping Springs, TX, and has 28 years of industry experience. He has been with Wells Fargo entities since 2009 and owns two investment-related firms, Driftwood Wealth Partners LLC and DASquire DWP LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools across a broad range of planning areas.

Casey Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding the Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Additionally, he is involved as an independent insurance agent selling fixed insurance products and is a partner in a marketing group at RDM Advisor Network LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Jennifer Radford is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her prior roles include positions at Next Financial Group, Ewing Financial Group, and Waddell & Reed, Inc. She has also been involved in community activities such as the Cedar Park-Leander Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and a variety of specialized services.

Albert Gonzalez is a financial advisor with LPL Financial in Dripping Springs, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His career includes notable roles at Waddell & Reed, Inc. and J29 Associates, where he has maintained an ongoing outside business activity. He also worked with various insurance carriers through W & R Insurance Agencies for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party research, and advanced technologies.