Matthew Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Trammell Cooper is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2020. He previously worked at USAA Investment Management Company and USAA Financial Planning Services from 2008 to 2020. Cooper maintains a home-based business entity for tax purposes unrelated to his investment advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Georgina Kiss is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds a Series 66 license and is based in Austin, TX. Outside of her advisory work, she is involved in reselling clothing and shoes on Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ritchy Scoggin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Legg Mason Wood Walker, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and retirement income. He brings a client-first approach to financial planning, focusing on delivering personalized strategies that align with the unique goals and stories of individuals, families, and businesses. His work encompasses managing new wealth, liquidity management, philanthropic planning, portfolio management, and tax minimization. Mr. Cho holds a Bachelor of Science and Arts in Biochemistry as well as a Business Foundations Certificate from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is affiliated with professional organizations including Delta Tau Delta and Phi Chi Theta, and participates in community activities through the Austin Stone Community Church. Raised in Austin, Mr. Cho values strong community ties and family. Outside of his professional work, he enjoys fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family. His professional philosophy emphasizes clear guidance and partnership with clients to support their financial security through all life stages.

Antonio Ziccardi is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. He has been associated with various Charles Schwab entities since 2000, including Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Nicolas Austin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Texas Tech University, Queens University of Charlotte, Escondido Grill, and Treaty Oak Distillery. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional accounts, offering financial planning and brokerage services alongside access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory solutions.

Greg Skinner is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017, following 15 years at National Planning Corp. He also owns Financial Celebrations, a business that provides loan products and home financial brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Ferraris is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked with CUSO Financial Services and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, Texas, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Darden Restaurants. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jenny Davis is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Dimensional Fund Advisors, and previously at Raymond James & Associates. Outside of her advisory role, she owns and manages a rental cabin in Mason, Texas, which is listed on Airbnb. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance, municipal work, and institutional consulting.

Spencer Staples is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Traffix Inc and Arrive Logistics. His background also includes four years at the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Gary Knight is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing advanced wealth management and financial strategies tailored to accomplished professionals, upper-management corporate executives, and owners of successful privately held companies, each with a minimum account size of $1 million. He focuses on developing long-term relationships, serving as a primary source of wealth management advice through regular reviews and goal-oriented planning that integrates all aspects of his clients’ financial lives. Gary’s expertise encompasses asset allocation and wealth preservation, integrative wealth management planning, investment consulting, tax minimization, estate planning, stock option analysis, concentrated stock strategies, lending and liability management, charitable planning, business valuation and succession planning, as well as executive retirement and deferred compensation strategies. He collaborates with a team of specialists to deliver goals-based, customized advice and disciplined investment approaches aimed at fulfilling his clients' unique financial circumstances. He earned his Bachelor of Business Administration from the University of Texas at Austin in 1990 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, along with credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Gary volunteers in his community and enjoys spending time with family and friends, as well as engaging in sailing, snow skiing, fly fishing, hiking, and exploring food and wine.

Mark Kaye is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, employing structured discovery processes and firm-approved tools to assist clients with their financial goals.

Christopher Dregits is a financial advisor with Edward Jones in Lakeway, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. 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 supported by a nationwide network of more than 23,700 advisors.

Ryan Guillen is a financial advisor at Raymond James & Associates in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he spent nine years at Deloitte Consulting LLP. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships, as well as institutional consulting and municipal finance services.

Tanner Littleton is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked at H-E-B Grocery Company for five years. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Leslie Mcentire is a financial advisor at Morgan Stanley with 26 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.