Trammell Cooper is a CFP® professional at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2020, he worked at USAA in various investment and financial planning roles from 2008 to 2020. He also maintains a home-based wealth management business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Daron Brockington is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab since 2019, as well as positions at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. Charles Schwab 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a highly integrated operational structure.

Jason Stanley is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James in 2018. He is also a partner and president of Oak Crest Advisors, LLC, a non-investment support company he helped found. 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 investment consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, liquidity management, and retirement income planning. His approach centers on personalized financial planning, investment management, and long-term financial security for individuals and families. Allen holds a Bachelor of Science and Arts in Biochemistry from the University of Texas at Austin, where he also completed a Business Foundations Certificate at the McCombs School of Business. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Allen is a member of the professional organizations Delta Tau Delta and Phi Chi Theta. He is involved in the Austin Stone Community Church and balances his professional life with personal interests such as fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base 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 a formal alternative-investment onboarding process.

Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Jeffrey Ferraris is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at University Federal Credit Union, Cuso Financial Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a non-discretionary program where clients retain final decision-making authority.

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.

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.

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 with one year of industry experience. Prior to joining Raymond James, he worked for nine years at Deloitte Consulting LLP. He holds the Series 66 designation and is based in Austin, TX. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Littleton is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at H-E-B Grocery Company for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.