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.

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.

Ronald Ciani is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and Raymond James Financial since 2009. Outside of his advisory role, he owns and operates Ciani Financial, which provides tax planning, preparation, and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advisory services supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Dorothy Jones is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She previously worked at Northwestern Mutual Life Insurance Company and Verizon. In addition to her advisory role, she owns Wisdom Wealth, LLC, where she provides consulting, public speaking, and life coaching services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as estate-settlement and employer-sponsored planning.

Matthew Taheri is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, BBVA-affiliated companies, and University Federal Credit Union. 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 related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and centralized custody and brokerage services.

Robert Brewer is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several notable firms including Bank of America and Merrill Lynch. Outside of finance, his prior experience includes roles at Golf Live Corp, Holy Kombucha, and Big Easy Bucha LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client outcomes.

Austin Bult is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2022, following prior roles at Equitable Advisors and in digital marketing. Outside of advising, he is CEO of CuratePro, a business developing AI tools to generate and schedule article summaries for LinkedIn. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, combining non-discretionary advice with access to discretionary separately managed accounts and an integrated custody and brokerage platform.

Mandy Savage is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and two years of industry experience. She previously worked at Ameriprise for 25 years before joining OSAIC and then LPL Financial. Outside of her advisory role, she operates as a notary public and is involved in the sales and servicing of fixed insurance and annuities. 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 offers a range of advisory programs and financial planning services supported by model portfolios and research from internal and third-party sources.

Adam Gerrie is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and has a bachelor's degree from the University of Texas System. Adam transitioned into financial advisory after a career in Event Marketing at YETI. He brings an analytical mindset and a relationship-driven approach to his work, focusing on helping clients achieve their long-term financial goals. He is a member of Merrill Lynch and is based in Austin, where he lives with his wife, Brooke.

Channon Cain is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. Cain’s prior experience includes roles at Jackson National Life Distributors and First Trust Portfolios. Outside of advisory work, Cain is the owner of Agility Ventures LLC, an investment holding company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ruchir Elhence is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Equitable Advisors since 2017, including time at its predecessor AXA Advisors, LLC. Prior to his advisory career, he was employed at Gerson Lehrman Group and attended the University of Texas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, including third-party and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Andrew Ely is a financial advisor with J.P. Morgan Securities in Austin, Texas. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Company, Florida Financial Advisors/Trinity Wealth Securities, and the Ohio University Bursar Office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christopher Bowen is a financial advisor with Charles Schwab in Austin, TX, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2015, including a role at Schwab Retirement Plan Services, Inc. from 2015 to 2018. 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and a formal alternative-investment onboarding process.

Larry Quick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.