Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Jaynie Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutions, and municipal entities. Raymond James offers tailored financial planning and investment consulting through various advisory programs, supported by extensive research and a diverse affiliate network.

Danny Bazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Raymond James & Associates. He has also maintained a long-standing business, Office Hours Inc, since 1982. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Richard Ethun is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 30 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Ethun is a partner at The Legacy One Group, where he is involved in offering insurance products and asset monitoring services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party programs to construct diversified portfolios.

Deanna Beatrice is a financial advisor at Charles Schwab in Austin, Texas, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Charles Schwab in 2020, she worked for Marriott International for 17 years. Outside of her advisory role, she has worked as a personal shopper for Instacart and as a delivery driver for Amazon Flex. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management supported by strategic asset allocation, ongoing advice, and a centralized operational structure.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Lance Giambelluca serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With nearly 30 years of investment experience, he offers personalized wealth management strategies focused on helping clients pursue their long-term financial goals. Lance's approach integrates the investment insights of Merrill and the banking and lending solutions of Bank of America, providing comprehensive financial guidance to high net worth families. Throughout his career, Lance has developed expertise in portfolio construction, liability management, estate planning services, philanthropic planning, and retirement strategies. He supports clients through personalized attention combined with the resources of a global financial firm. Lance holds significant professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Retirement Planning Counselor™ (CRPC™). Lance graduated from the University of Texas at Austin with a Bachelor of Business Administration degree in 1993 and began his career with Merrill in New Orleans before relocating to Austin, Texas. He currently serves as Senior Resident Director of the Davenport office and Practice Management Development Coach. In addition to his professional work, Lance participates in community organizations such as the Central Texas Food Bank, Ronald McDonald House, and Community First!, and is involved with professional organizations including the L3 Organization and Legatus Austin.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, Aspen worked at Equitable Advisors, LLC and has held positions in various industries including hospitality and consumer products. 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 financial planning and investment management services through a large network of advisors and employs diverse strategies supported by advanced operational and research tools.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Thrivent Investment Management. Outside of advising, he operates a non-investment business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

David Reyes III is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Reyes Alvear is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 2005, with a prior role at Optionsxpress, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized supervisory, custody, and order-routing services.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Edward Jones for eight years and Hilltop Securities Inc for ten years. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Chase Hakes is a financial advisor at Charles Schwab with three years of industry experience. He has previously worked with the Colorado Rockies Baseball Organization and Walmart. Charles Schwab 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 offers multi-asset model portfolios and alternative investment options.

Gabrielle Wilde is a Financial Consultant currently working with Fidelity Investments. She collaborates closely with clients to develop financial plans that address their long-term needs and adapt as their circumstances change. Her approach is informed by her personal experience with loss, which has fostered a commitment to guiding clients through challenging life events. Gabrielle's professional experience includes roles at Fidelity Investments since 2020, progressing through positions such as Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. Outside of her professional career, Gabrielle has interests in comedy, cooking and baking, and traveling.

Angela Kuno is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. She previously worked at Cambridge Investment Research Advisors and associated entities from 2016 to 2022. Outside of her advisory role, Kuno serves as treasurer for a homeowners association in Austin, TX. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers to meet diverse client needs.

Jessica Walgenbach is a financial advisor with LPL Enterprise in Austin, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, using a primarily model-driven investment approach with access to third-party asset managers and wrap programs.

Rona Neuneker is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.