Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

Dawn Lacy is a financial advisor at Morgan Stanley in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and market modeling techniques.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at New York Life for 22 years. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kelly Dodd is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 66 designation and has worked with multiple Charles Schwab entities since 2015, currently based in Austin, TX. 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 offers multi-asset model portfolios supported by its Center for Financial Research.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.

Tanu Mehta is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, Mehta spent 12 years at Bank of America/Merrill Lynch. Mehta also serves as a non-public arbitrator for FINRA, participating in arbitration hearings on a monthly basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kimberly Banesse is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, with an emphasis on assets held in Ameriprise managed accounts.

Jacob Khong is a financial advisor with Fidelity Investments based in Austin, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including logistics, retail, and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Caimen Mc Donough is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Mc Donough held positions at several credit unions and worked in roles at Pristine Texas Rivers, U.S. Silica, and Texas Lutheran University. 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 variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Felix is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2022, he worked in various roles including positions at Sitel/State Farm and FedEx Ground, as well as spending 14 years in full-time education. 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, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

Matthew O'Bryant is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. 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 offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Fellers is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2021, following prior roles at TCG Advisory Services LLC, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated advisory, brokerage, and custody platform. The firm’s model emphasizes client decision-making supported by periodic recommendations and discretionary managed account options.

Douglas Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2012 and also owns Fletch Realty, a real estate brokerage business he has operated since 2001. In addition to his advisory role, he serves as treasurer for the Polar Place Office Condominium Association and is involved in consulting and technical services through Money Edge, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals who utilize a range of portfolio management and model-based solutions tailored to client objectives.

Italo Zarate is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes multiple roles at Charles Schwab and its affiliated entities, as well as positions at J.P. Morgan Securities and Brikl. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

Audra Mueller is a Series 66-licensed financial advisor with Ameriprise in Austin, TX, and has 11 years of industry experience. She previously worked at Morgan Stanley Private Bank and has served on the Boards of Directors for the Dripping Springs Community Foundation and the National Charity League, Dripping Springs Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Bradley Lawson is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2021, respectively. Outside of his advisory work, he participates in recreational dachshund racing and builds wooden furniture for sale in his local community. 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, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment platform.

Joseph Inskeep is a CFP®-designated financial advisor with LPL Financial, based in Austin, TX, and has 15 years of industry experience. He has worked at several firms including MWA Financial Services, Modern Woodmen of America, and various financial advisory firms. Outside of his advisory role, he is the owner of 512 Seasoning Company, a home-based seasoning business he started in 2019. 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 wide range of advisory programs and services, including financial planning, model portfolios, retirement consulting, and incorporates both discretionary and non-discretionary management approaches.

Ankita Agarwal is a financial advisor at Charles Schwab with 3 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2023. Prior to her current role, she has experience in healthcare and optometry sectors. 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 related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments.

Kristen Druley is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and nine years of industry experience. Her prior experience includes roles at Jjmack Group, LLC, Waddell & Reed, Inc., and various insurance carriers. She is also involved in non-variable insurance activities through Medico Insurance Company and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.