Noel Thelander is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in this role since 2011, working closely with families to develop personalized financial strategies that align with their long-term goals. Noel adopts a holistic approach, addressing various financial needs including budgeting, saving, investment management, income generation, estate planning, and wealth transfer. He collaborates with clients' CPAs, attorneys, and other professionals to craft comprehensive and appropriate financial plans. Noel specializes in assisting clients through significant life transitions such as marriage, divorce, education funding, career changes, and loss of loved ones. He has particular expertise in engaging women in financial planning and aiding business owners and entrepreneurs in balancing personal and business financial objectives. His professional designations include Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Noel holds a Bachelor's Degree from the University of Iowa. Additionally, Noel participates in professional and community organizations including the Dynamic Professional Women's Network, Woodstock Noon Rotary Club in Woodstock, IL, and Woodstock Professional & Business Women. He volunteers with organizations in his community as part of his commitment to the Merrill tradition of community involvement.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Arthur Lopez is a financial advisor with Cetera based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes tenures at JP Morgan, Wells Fargo, Merrill, and several credit unions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program options and model portfolios managed both internally and by third parties.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Caryn Corley Mccaskill is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Kestra Advisory Services, and Espira Wealth Management. Outside of financial advising, she owns Blue Suede Photography and operates a meetup group for women called Holding Spaces. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors, featuring a multi-manager platform and diverse program options.

Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

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 is currently with LPL Financial and has held prior roles at New York Life and Waddell & Reed, Inc. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

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 worked at Bank of America/Merrill Lynch for 12 years. Mehta serves as a FINRA arbitrator, dedicating time to arbitration hearings within the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by systematic quantitative screens and qualitative research, offering solutions that may include ESG considerations and broader derivatives capabilities.

Kimberly Banesse is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameriprise in various capacities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning for clients approaching or in retirement.

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 Series 66-licensed financial advisor with LPL Financial in Austin, TX, and has one year of industry experience. Prior to joining LPL Financial in 2025, Mc Donough held positions at Austin Telco Federal Credit Union and Randolph Brooks Federal Credit Union, and has experience in both the private and nonprofit sectors including Texas Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including more than a decade at Cambridge since 2012. In addition to his advisory role, Fletcher is the owner of Fletch Realty and serves as an independent insurance agent with Financial Craftsmen. He also holds leadership positions with Money Edge, Inc. and the Polar Place Office Condominium Association. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.