Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Leslie Die is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she worked at St. Thomas More Catholic School for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse household and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.

John Driscoll is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance, Wells Fargo Clearing, and Citigroup Global Markets. He also operates Driscoll Wealth Management LLC, an independent advisory business. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models implemented through third-party managers and offers a range of investment products, including mutual funds, ETFs, and alternative investments.

Cindy Cook is a CFP® and ChFC® with 28 years of experience in the financial services industry. She currently serves as an independent advisor at Raymond James Financial Services Advisors, Inc., where she has worked since 2019. Prior to this, she held roles at Bank of America and Merrill. Outside of advisory work, she receives royalties from mineral rights she owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its advisors with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA Employer Advisory services.

Youree Mc Bride Jr. is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors, Inc., Ameriprise, and a three-year period with River City Repertory Theatre. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jenni Parsi is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously spending time at Bank of America N.A. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts, crafts, and growing flowers and spices for sale. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett USA. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Matthew Giambelluca is a financial advisor with Merrill in Austin, TX. He holds a Series 66 designation and began his industry career in 2024. Prior to joining Merrill, he had roles with Next-Gen Sports Agency and other organizations, including involvement with athletic staffing and community centers. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Jacob Robertson is a financial advisor at Charles Schwab & Co., Inc. in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Previously, he worked at B4 Time Inc. and Michiana Neurologic Medicine. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Johnathan Plappert is a financial advisor at Charles Schwab in Austin, TX, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including prior roles at Strategic Advisors and Fidelity Brokerage Services LLC. He has been with Charles Schwab since 2017. 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 offers a blend of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and supervisory systems.

Homero Reza Jr. is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Primerica Advisors for five years before joining Charles Schwab in 2018. 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 advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Isiah Travis is a Series 66-licensed financial advisor with one year of industry experience, currently with J.P. Morgan Securities in Austin, TX. His prior work history includes roles at JPMorgan Chase Bank, LPL, Oracle, and Nike. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Emily Smyth is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2015. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Bryan Lawhon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies tailored to individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and retirement income. Bryan collaborates with clients to develop financial plans that reflect their life priorities and aspirations. He holds a Bachelor's degree in History and an MBA from the University of Texas at Austin, specifically the McCombs School of Business. Bryan is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). With extensive experience in investment and wealth planning, he dedicates his time to monitoring markets to help clients manage and preserve their wealth effectively. Bryan resides in Texas, where he has spent most of his life. He enjoys spending time with his wife Katie, their daughter Ellie, and their mini-golden doodle named Pippi. His personal interests include baseball, fishing, football, golfing, reading, and attending his daughter's sporting events, as well as following the Texas Longhorns.

Edgar Delgado Garza is a financial advisor with Merrill in Cedar Park, TX, holding a Series 66 credential and six years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Wells Fargo Bank from 2015 to 2019. He also spent one year at Austin Community College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Kunkel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He offers over three decades of experience working with high-net-worth individuals, families, and business owners. Edward specializes in personalized wealth strategies that encompass investment management, tax-efficient planning, estate and legacy structuring, and philanthropic advisory. He provides tailored financial solutions to entrepreneurs, corporate executives, and retirees managing complex financial lives. Edward collaborates closely with clients' attorneys, CPAs, and estate planners to ensure alignment across their financial objectives. His approach focuses on simplifying complexity, protecting capital, and supporting long-term success through disciplined and consultative guidance. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from the University of California System. In addition to his professional role, Edward has served on the boards of community organizations such as Any Baby Can and Lifeworks Austin. He and his family have lived in the Steiner Ranch community in Austin since 2006, where he balances his work with personal interests including fishing, football, and golfing.