Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with a range of customizable investment solutions across multiple custody platforms.

John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is involved as a limited partner and registered agent in family business ventures including Dodie Farms Ltd and Jonelken Ventures Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm utilizes a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment implementations.

Brandon Krone is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other financial firms. Outside of financial advising, he coaches wrestling at Fight Factory in Austin, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach.

John Stinson is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with LPL Financial since 2012. He is also involved with Pecan Street Insurance and Financial Services, which operates investment-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jon Pettry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Round Rock, TX. He has three years of industry experience and previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities 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.

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.

Harmon Dickson Jr. is a financial advisor with Raymond James & Associates in Austin, TX. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large 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 extensive research and a range of portfolio management styles.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

Stephen Carter is a financial advisor with Ameriprise in Round Rock, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he provides pro bono financial planning to disabled military veterans through the Homes for Our Troops program sponsored by the Financial Planning Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions delivered through a centralized consulting team.

Nicholas Barnes is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at North Central Texas College and The Home Depot. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jessica Humphreys is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation. Prior to joining Edward Jones, she worked at firms including Yondr, Manhattan Beach Post, TOCA Football, Live Nation, and IMG College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Wilbur is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 12 years of industry experience. He previously worked with North Star Consultants, Minnesota Life Insurance, Securian Financial Services, and CRI Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology tools.

Abraham Choi is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 16 years of experience in the financial services industry. Since joining Merrill in 2018, he and his team provide clients with personalized wealth plans, leveraging Merrill’s global investment capabilities and access to banking solutions from Bank of America. Abraham specializes in corporate benefit programs, including equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation plans, assisting corporate executives in integrating these benefits into long-term financial strategies. His expertise covers a broad range of client needs such as college education planning, family wealth management, international wealth management, retirement income planning, portfolio management, tax minimization, and small business strategies. Abraham’s approach is agenda-driven and goals-based, focused on creating predictability in clients’ financial futures while maintaining a customer-first philosophy. Abraham holds a Bachelor’s Degree from Baylor University and an MBA from Georgia State University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Korean. Outside of his professional work, Abraham is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas organization. His personal interests include adventure sports, basketball, chess, tennis, yoga, and spending time with his family.

Joshua Jasien is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal teams and third-party managers.

Rachel Click is a financial advisor with LPL Financial based in Round Rock, TX. She holds Series 63 and Series 66 licenses and has 17 years of industry experience, including a decade at UBS Financial Services before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and technology-driven investment strategies.

Jacob Moreno is a financial advisor at Mass Mutual Investors Services with one year of experience. He holds a Series 66 designation. Prior to joining MassMutual, Moreno worked in various roles including positions at City Limits Subaru/Idea Auto Group and Vessel Longevity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on annual, collaborative client relationships.

Jack Sutton Jr. is a financial advisor with Edward Jones in Elgin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones and associated with Motorola through Manpower since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the nation.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with firms including Allstate Financial Advisors and Thrivent Financial. Stewart owns an independent insurance agency, The Stewart Agency, LLC, specializing in personal and commercial lines insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and institutional consulting services.