Geoffrey Koepp is a financial advisor with OSAIC in Austin, TX, holding a Series 66 designation and over 21 years of industry experience. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. He is also involved with several insurance and financial consulting businesses and is a member of the Bastrop Chamber of Commerce. OSAIC serves a diverse client base that includes individual investors, high-net-worth individuals, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Alexander Ball is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Ball, Jones, Gowan Inc. He also serves as an independent contractor financial advisor with Ball Jones Gowen, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Devin Loughlin is a CFP® and ChFC® with 17 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. Prior to joining Raymond James, he worked briefly at Cox Financial. Outside of his advisory role, he acts as trustee and executor for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jorge Cepeda is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Robinhood Financial and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Deven Perez is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with select families and professionals to focus on their financial goals, assessing their progress and helping to achieve their aspirations efficiently. He incorporates a Personal Wealth Analysis to address various needs including retirement planning, legacy planning, tax strategies, and income management. Deven holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Central Michigan University. Originally from Michigan, Deven moved to Austin and has interests in baseball, boxing, football, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies. He previously wrestled collegiately.

Patrick Thorp is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kershner Trading Group and Murph T Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and a formal alternative investment process.

Sean Yoder is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at College Tutors and Texas Bank, as well as support activities through Pathsage LLC, where he assists with client service and trade execution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sam Quach is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to build, implement, and maintain tailored financial plans that address both current and future needs, including those of their families. Sam has been with Fidelity Investments since 2019, progressing through several positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Brokerage Services Associate at Charles Schwab from 2017 to 2019. Outside of his professional work, Sam has interests in food, football, movies, pets, and traveling.

Delton Drum II is a financial advisor at Raymond James Financial with seven years of industry experience. Prior to joining Raymond James in 2025, he worked six years at Edward Jones and served 24 years in the U.S. Navy. He holds the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Cody Conrado is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. for ten years and has also worked at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers multi-asset model portfolios supported by research from its Center for Financial Research.

Scott Kassing is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Schwab, he worked at The Motley Fool for four years and Fidelity Investments for four years. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and due diligence from its Center for Financial Research.

Chandler Dixon is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His career includes roles at Charles Schwab since 2021 and multiple periods associated with Southwestern University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated non-discretionary and discretionary investment management services supported by centralized custody and order-routing infrastructure.

Sun Joo Oh is a Financial Advisor at Merrill Lynch Wealth Management, where she serves clients by helping them develop strategies to achieve their short-, mid-, and long-term financial goals. She provides resources for investing, retirement planning, and managing unexpected financial needs, while also connecting clients with specialists in banking, credit, home financing, and small business solutions. Her approach involves understanding clients' goals and providing ongoing advice as their needs evolve. Sun Joo's expertise encompasses areas such as college and education planning, retirement income, philanthropic planning, tax minimization, and portfolio management. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Wisconsin and communicates fluently in English and Korean. Outside of her professional work, Sun Joo enjoys hiking, reading, and swimming. Her philosophy centers on uncovering what matters most to clients and their families to create tailored financial strategies.

Jay Gerrie is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management in Austin, Texas. He joined Merrill in 1992 and specializes in creating integrated wealth plans and financial strategies for high net worth individuals and families. Jay focuses on developing strategies tailored to each client's unique needs and risk tolerance, recommending appropriate investment vehicles to help achieve their financial goals. Jay has built an advisory practice centered on trust and integrity, leading a team committed to providing a superior client experience. His group coordinates with clients' other advisors, including attorneys, family offices, and CPAs, to implement a goals-based wealth management process. He holds a Personal Investment Advisor (PIA) designation. Jay graduated from the University of Texas at Austin with a Bachelor of Business Administration. Prior to joining Merrill Lynch, he was Vice President of a commercial real estate company in Dallas. Jay is active in the Austin community through volunteer work with Young Life Austin and Africa New Life Ministries. He has also served on boards for Young Life Austin, Hyde Park Schools, the U.T. Alumni Association, and the Arthritis Foundation. In his spare time, Jay enjoys spending time with his family and fly fishing.

Sydney Moore is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 license and beginning their advisory career in 2026. Prior to joining LPL Financial, Sydney gained experience in various roles including positions at Free People, Cowboys Fit, and First Texas National Bank. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Kristina Ivey is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and with 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Raegan Holland is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2018, Raegan worked at several firms including Ragged Island and Lemon & Line. Outside of finance, Raegan’s background includes roles in the hospitality and sports sectors. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational support.

Ani Rice is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Charles Schwab and teaching positions at the University of Texas at Austin and the Regents School of Austin. Rice is also associated with Ciani Thomas Financial, a non-investment support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Spencer Corzine is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Anderson Van Horne Associates and Securities America Advisors. Outside of financial advising, he is the owner and CEO of Renee Martin Land Development, LLC, which focuses on land development for recreational use and potential Airbnb projects. OSAIC serves a diverse client base including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated brokerage and advisory services with a range of investment solutions and third-party platforms.