Nathan Bitner is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Charles Schwab, and Turner Wealth Management. Outside of his primary advisory work, he is involved in branding and long-term growth strategies for Stream Wealth Partners LLC, an entity associated with his client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

John Williams is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Williams serves on the Board of Directors and acts as Treasurer for the LASA Girls Soccer Booster Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Alison Reznikov is a financial advisor at Equitable Advisors with securities licenses Series 63 and Series 65 and four years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at Primerica and Convert Wire. Outside of financial services, she was involved with Texas Hillel and Beth Tfiloh Camps. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Zane Hagler is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Target Corporation, Engineered Vision, Inc., and Texas A&M University, among other positions. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Gregory Hernandez is a CFP® professional with 27 years of industry experience, currently serving at Charles Schwab. His prior experience includes over two decades with USAA-affiliated financial planning and investment management firms. He holds Series 63 and Series 65 registrations. 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 related services. The firm offers a combination of non-discretionary and discretionary investment advisory models, utilizing multi-asset portfolios, strategic asset allocation, and a formal process for alternative investment offerings.

Tanner Hout is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has worked in various roles including positions at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. Earlier in his career, he was affiliated with Indiana University Kelley School of Business, First National Bank in Olney, and Olney Central College. 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 a non-discretionary advisory model with access to affiliated discretionary SMAs, offering a multi-asset, model-based investment approach supported by research from Schwab Center for Financial Research.

Kelli Miller is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at firms including J.P. Morgan Securities, Ameriprise, and Cetera. Based in Austin, TX, she began her tenure at LPL Financial and UFCU in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Austin Rush is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles across Charles Schwab, J.P. Morgan, Bank of America, and Merrill throughout his career. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Timothy Bosworth is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Bankers Life Securities, and ProEquities. He is based in Austin, TX. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and brokerage and insurance products through an integrated platform.

Ankith Tenneti is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at Life Time Fitness and was engaged in full-time education for over a decade. 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 range of investment solutions supported by centralized operational systems.

Drew Schneider currently serves as an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has held various positions within the company, including Financial Representative, Trading Execution Representative III, Interim Active Trader VIP Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure at Fidelity Investments, Drew has developed expertise in investment consulting, trading execution, and servicing high net worth clients. His experience spans multiple facets of financial services, allowing him to assist clients in creating and improving their financial plans. Outside of his professional responsibilities, Drew's interests include music, snowboarding, softball, swimming, and tennis.

James Ellison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at CBRE and UBS Financial Services and spent four years at Southern Methodist University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Shelly Baumgartner is a CFP® with 23 years of industry experience, currently serving at Charles Schwab in Austin, TX. She has been with Schwab since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Bank Ssb. Baumgartner is a governor for Zonta International District 10, a nonprofit organization focused on leadership and community service. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Jorge Cordova is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Northwestern Mutual Wealth Management Company and various financial services and consulting positions. 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 framework in its recommendations.

Katie Caplinger is a Financial Consultant currently working at Charles Schwab since 2022. She has experience as a Financial Advisor, having worked at Ameriprise Financial Services from 2019 to 2022. Katie focuses on assisting clients in managing their finances effectively and works collaboratively to create tailored financial plans that align with clients' short-term and long-term goals. She aims to identify these goals to build and improve financial plans suited to individual client needs. Katie's professional experience spans over several years in financial consulting and advising roles, where she develops customized financial strategies. Outside of her professional role, Katie enjoys cooking and baking, fitness activities including hiking and Pilates, and values social time with friends.

Miles Peterson is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previous experience with Equitable Advisors. Outside of his advisory role, he serves as Director of Business Operations for Algoleaf LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analysis tools and supports a range of event-driven planning programs.

Garrett Smeraldi is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Charles Schwab, he held roles in diverse fields including sports and food service, such as a position with the Houston Astros and employment at PF Changs and Sushi Zanmai. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering non-discretionary wealth advisory services alongside access to discretionary separately managed accounts. The firm combines brokerage, custody, and advisory services within an integrated platform that emphasizes multi-asset strategic allocation and alternative investment options.

Jason Dickerson is a financial advisor at Edward Jones in Austin, TX, with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.