Logan Jackson is a Series 66-licensed financial advisor with LPL Financial, based in Austin, TX. He has prior work experience at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. 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 advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Jacob Baker is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously held roles at Texas Health and Human Service, Insight Global, and IBC Mortgage. 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 mix of non-discretionary and discretionary investment options, leveraging multi-asset portfolios and alternative investments within a large, integrated operational structure.

Joy Strickland is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Annie Bao is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including positions at Sunrun and the Duke University Cardiovascular Research Center. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

James Aguilar is a financial advisor with Charles Schwab and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at USAA Financial Planning Services and United Services Automobile Association. Outside of finance, he provides respite services to individuals with special needs through his involvement with Life Time Living. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and structured investment guidance.

Gerardo Solis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to this, he worked at Nike and the University of North Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Nicolas Campbell is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Costco, and several resale businesses on platforms such as GOAT, StockX, and eBay. 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, model portfolios, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Matthew Johnson is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked with Waddell & Reed, Inc. and various insurance carriers. He is also involved in Jjmack Group, LLC, a business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Nicholas Vorauer is a CFP® and holds a Series 66 license with Edward Jones in Austin, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of advising, he manages a rental property in Austin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Alex Lipnicky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Schwab, he worked at PIMCO Investments LLC for three years and has experience across both investment management firms and other sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services supported by an integrated operational framework.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he manages player data and reporting for college football programs at Reel Analytics and works as a driver on weekends for Uber. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools to support various investment strategies.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. 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 nationwide network of more than 23,000 financial advisors.

Erin Dougherty is a Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. She has worked at Charles Schwab Bank, SSB since 2024 and held roles at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. from 2014 onward. Outside of her advisory work, she instructs dance through meet up.com in Austin, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 supported by multi-asset model portfolios and a centralized operational structure.

Brent Thomas is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 2007 and Charles Schwab Bank since 2020, with prior roles at Banc of America Investment Services and U.S. Bancorp Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational support.

Chandler Friesenhahn is a CFP® with six years of industry experience currently with Charles Schwab in Austin, TX. He has been associated with Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he worked at The Fit Company and The Retail Connection, and has experience at Lifetime Fitness. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Carlos Serna is a financial advisor at Charles Schwab with 16 years of industry experience. He has been with Charles Schwab since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in reviewing plans and purchasing supplies for residential and commercial construction projects. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Laurence Egle is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cetera. He has a long tenure in the financial services field, including 27 years with Avantax Insurance Agency and Avantax Investment Services, and 19 years with Avantax Advisory Services. He serves on the board of the Texas Music Museum. Cetera Investment Advisers LLC is an SEC-registered firm that provides comprehensive investment and retirement services through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

James Hornbuckle is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016, including a prior role at A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in land management and royalty interests, and he owns an investment-related business focused on financial planning strategies. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients selecting whether to implement recommendations through its brokerage or advisory programs.