Wyatt Ball is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 designation with one year of industry experience. His background includes roles at Amazon - Whole Foods Market, Akima - Cloud Lake Technology, and service in the United States Army. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Justin French is a financial advisor with Raymond James & Associates in Georgetown, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he spent nine years at Dell Technologies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Michael Mc Namee is a CFP®-designated financial advisor with Raymond James & Associates in Austin, TX, bringing 12 years of industry experience. He has previously worked at Steward Partners Investment Advisory, UBS, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research resources.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 years. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Enterprise, she worked at PRUCO Securities, LLC and spent over 18 years in healthcare roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model wealth portfolios, and access to various brokerage and insurance products through its integrated advisory and brokerage platform.

Jay Daily is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in managing several business entities related to real estate rental and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Richard Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with a range of customizable investment solutions across multiple custody platforms.

John Dolliver is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is involved as a limited partner and registered agent in family business ventures including Dodie Farms Ltd and Jonelken Ventures Ltd, which own family farm and mineral interests. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm utilizes a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment implementations.

Brandon Krone is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and several other financial firms. Outside of financial advising, he coaches wrestling at Fight Factory in Austin, TX. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment solutions with a multi-asset model portfolio approach.

John Stinson is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with LPL Financial since 2012. He is also involved with Pecan Street Insurance and Financial Services, which operates investment-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jon Pettry is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Round Rock, TX. He has three years of industry experience and previously worked at Capital Strategies/Gracelane Financial Partners, Jeffrey Salazar, and Northwestern Mutual Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

William Thannisch is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Smith Robertson, LLP. Thannisch holds an inactive Texas law license. Raymond James & Associates, Inc. is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alexander Caubet is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and US Bank. 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 a formal alternative investment program.

Stefani Lowe is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors, LLC and various other organizations outside the financial sector. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Mina Albers is a Financial Consultant currently working at Fidelity Investments, a position she has held since 2022. She has amassed over 20 years of experience in the financial services industry, holding various roles including Investment Consultant and Relationship Manager at Fidelity Investments, as well as Senior Financial Specialist and Marketing Business Analyst at Charles Schwab. Her expertise encompasses comprehensive financial planning tailored to clients' unique situations and maintaining ongoing communication to monitor and adjust financial plans as necessary. Throughout her career, Mina has demonstrated a commitment to understanding clients at a personal level to effectively assist with their financial goals. Her prior roles have included project management, business analysis, and brokerage trading, contributing to a broad base of industry knowledge. This diverse experience supports her ability to develop well-constructed financial plans and foster strong client relationships.