Jennie Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Investment Representative, and Service Support Specialist. Prior to joining Fidelity, she worked as a Client Service Specialist at Bank of America from 2005 to 2007. Jennie partners with her clients to develop lifelong financial plans that address their current and future needs as well as those of their families. She holds a California Insurance License, supporting her expertise in providing comprehensive financial consulting services.

Melanie Frank is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Next Financial Group, Inc. for 24 years before joining LPL Financial in 2025. Outside of advisory work, she is involved in Pride Disposal Systems LLC in Austin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research from LPL Research and third-party subadvisors.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and University Federal Credit Union. He is also a licensed notary. 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 advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Naser Alzer is a CFP®-designated financial advisor with 22 years of industry experience, currently associated with LPL Financial since 2016. Prior to joining LPL, he worked at Capital One Investing for one year. In addition to his advisory role, he is the owner of Alzer's Barbeque in Cedar Park, TX. LPL Financial serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network. The firm provides both discretionary and non-discretionary management and access to diverse investment strategies, supported by its research and technology resources.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Caitlin Kornblum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal and institutional clients with specialized public finance and investment banking capabilities.

Rachel Holland is a financial advisor at Raymond James & Associates in Austin, TX, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2013. 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 asset-allocation analyses, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Caleb Parsons is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2019, he worked at Marriott Hotels for seven years. 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 nationwide network of financial advisors and branch offices.

John Henderson Jr. is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a percentage-based fee model and ongoing oversight of investment options.

Caroline Pezzano is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2012. Caroline also manages Pezzano Investment Management LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

Brooke Woodall is a financial advisor with LPL Financial, holding the Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at Northwestern Mutual and Baylor University in various roles related to financial wellness and admissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Ryan Galloway is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he is a property owner who leases real estate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm is notable for its large scale, integrated service model, and multi-asset strategic investment approach.

Logan Rodgers is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following prior roles at TD Ameritrade Investment Management and Chartwells H.E. Division. Outside of finance, he has experience with Trevecca University’s 1901 Coffee and Trevecca Community Church. 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 discretionary separately managed accounts and utilizes multi-asset model portfolios, due diligence on alternative investments, and centralized operational support.

Noah Roberts is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Equitable Advisors, Cornerstone Advisory Group, and Ride Corporation, as well as time at Brigham Young University Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a wide range of topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm develops holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Fahad Jethwa is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Tiaa Cref Individual & Institutional Services and Morgan Stanley. Outside of his advisory career, Fahad is involved in a family-owned automotive business in Austin, Texas, where he serves as president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kelly Hardziej is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 credentials, and has 13 years of industry experience. Her work history includes two separate tenures at Merrill totaling 10 years and a year at Wells Fargo Clearing. 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. The firm operates within Bank of America’s broader platform, providing access to a wide array of investment products and services.

Lisa Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a Senior Vice President. She has more than 34 years of experience in financial and wealth management advising individuals and families. Lisa joined Merrill's Austin office in 1991 after graduating from the University of Iowa. She offers a variety of services including retirement planning, investment management, domestic partner planning, wealth transfer, asset preservation, and education planning. Lisa employs a highly tailored process in working with clients by obtaining detailed information to understand their financial positions, establishing goals and objectives, recommending strategies, and regularly reviewing progress. Her primary focus is on creating wealth opportunities and making meaningful differences in her clients' lives. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Lisa volunteers at the Austin Waldorf School where her two sons attend. Her commitment to community involvement complements her professional work in wealth management.

Mark Spirk is a CFP®-certified financial advisor at Raymond James & Associates with 25 years of industry experience. He previously worked for Cuso Financial Services, LP, and University Federal Credit Union for 16 years. Based in Austin, TX, Spirk holds Series 65 and Series 63 licenses. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary financial planning and portfolio recommendations.

Jacob Luce is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has been in the industry since 2024, with prior experience at West Texas National Bank and Texas Tech University. Outside of finance, he has worked at Andretti Indoor Karting & Games. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios to support diversified and alternative investment strategies.