Ross Kelly is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked within the Charles Schwab organization since 2016, including positions at Charles Schwab Bank, SSB. 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 offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational infrastructure.

Roxanne Larsen is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets Corporation. Outside of her advisory work, she is involved in custom design and woodworking businesses, focusing on embroidery, quilting, applique, and creating custom wood cutting boards and serving trays. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services tailored to net-worth qualified clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Sophia Mendoza is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Before joining Schwab, she worked at Gerards, as well as in the food service industry including positions at Cocos Bakery and Shiki Sushi. 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence through its Alternative Investments Select program.

Jackson Arredondo is a Planning Consultant at Fidelity Investments, where he works closely with clients to co-create financial plans, address ongoing and new needs, and build long-term relationships by understanding their goals and aspirations. He has been with Fidelity Investments since 2022, progressing through roles including High Net Worth Service Associate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Jackson has gained experience in client service and financial planning, focusing on developing strategies that align with clients' objectives. His professional journey demonstrates a commitment to supporting clients' financial futures through comprehensive planning and relationship management. Outside of his professional responsibilities, Jackson has personal interests that include fitness, football, golf, movies, and snowboarding.

Mark Hogue is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is involved in developing patents through a separate business venture. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Matthew Taylor is a financial advisor with Charles Schwab holding Series 66 and Series 63 designations and two years of industry experience. He previously worked at Giordanos and has experience in the food service industry. 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, offering both non-discretionary and discretionary investment options within a highly integrated operational structure.

Zachary Harmon is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein, Buckingham Strategic Wealth, and The Colony Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients with a focus on tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and analytical tools but does not include individual security recommendations within its standalone planning services.

Joe Morris Jr. is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Equitable Advisors and its predecessor Axa Advisors since 2004. Outside of advising, he owns ANTHEM WEALTH, LLC and is involved in various outside insurance brokerage activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, relying on third-party program sponsors and advisory platforms for investment implementation.

Derek Guzman is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Inc. since 2016, including a current role at Charles Schwab Bank, SSB. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Trowbridge is a financial advisor with LPL Financial, holding PFS™ and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Level Four Advisory Services and 1st Global Advisors, with a longstanding career as a CPA dating back to 1987. He also maintains a tax preparation and accounting practice under his own name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research to support diversified investment strategies.

Keith Ford is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his work at Ameriprise, he owns and manages an advisory business, Pathsage LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

Alex McArthur is an Investment Consultant at Fidelity Investments, a role they have held since 2024. Prior to this, Alex worked as a Financial Advisor at 49 Financial from 2018 to 2024. Alex focuses on understanding clients' unique perspectives and experiences to provide financial strategies tailored to their individual needs. They emphasize educating clients to help them feel empowered and confident in the financial planning process. Alex's approach is relational and empathetic, aiming to ensure clients feel seen and heard. Outside of their professional work, Alex has interests in concerts, fitness, painting, reading, and volunteering.

Christina Beauchamp is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and its affiliated bank since 2015. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and comprehensive operational infrastructure.

Thomas Uhl is a financial advisor at Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Jay Jones is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2015, previously working at optionsXpress, Inc. in 2017. Outside of his advisory role, he is an owner and member of Mashasaya LLC, an entity created with his wife for managing real estate. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and advanced operational infrastructure.

Rachel Lothman is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has real estate ownership interests unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sarah Chavarria is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Aaron's Inc for nine years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Grant Shatzer is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Advisor at North Star Resource Group from 2020 to 2024. Grant takes a goal-based approach in assisting clients with their financial needs, emphasizing a thorough process centered on open communication and collaborative planning. His professional experience spans several years in financial advisory and investment consulting, where he has developed expertise in helping clients achieve their financial objectives through personalized strategies. Grant's approach ensures that clients are actively involved in the planning process, fostering transparency and collaboration. Outside of his professional life, Grant has interests in food, football, and reading.

Jennifer Elliott is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership through Team Elliott LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets and offers a range of advisory, brokerage, and insurance solutions. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Justin Bertelson is a financial advisor at Charles Schwab in Austin, TX, with 15 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he provides daily assistance for a wheelchair-bound individual. Charles Schwab 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 separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.