Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Caitlin Kornblum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.

Rachel Holland is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Caleb Parsons is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2019, he worked at Marriott Hotels for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Henderson Jr. is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based strategies managed by third-party asset managers.

Caroline Pezzano is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Wells Fargo Clearing from 2010 to 2012. She is also involved with Pezzano Investment Management LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

Michael Loerch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank, spanning over two decades. He is based in Georgetown, TX. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise Managed Accounts.

Brooke Woodall is a financial advisor at LPL Financial with a Series 66 license and one year of industry experience. Prior to joining LPL Financial, Brooke held roles at Northwestern Mutual and Baylor University, including positions in financial wellness and admissions. 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 through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Ryan Galloway is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he is a property owner who leases real estate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm is notable for its large scale, integrated service model, and multi-asset strategic investment approach.

Logan Rodgers 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 since 2022, following prior roles at TD Ameritrade Investment Management and Chartwells H.E. Division. Outside of finance, he has experience with Trevecca University’s 1901 Coffee and Trevecca Community Church. 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 utilizes multi-asset model portfolios, due diligence on alternative investments, and centralized operational support.

Noah Roberts is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Equitable Advisors, Cornerstone Advisory Group, and Ride Corporation, as well as time at Brigham Young University Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a wide range of topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm develops holistic, goal-based analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Carson Shoemaker is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Coaches Insider and multiple engagements at the University of Northern Colorado. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, offering multi-asset model portfolios and alternative investment options.

Andrew Cottrill is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Georgetown, TX, where he has worked since 2001. He has 24 years of industry experience. Outside of his advisory role, he serves as secretary for the Cedar Crest Foundation and is an adjunct instructor for the Financial Planning Capstone class at Freed Hardeman University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Fahad Jethwa is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked previously at Tiaa Cref Individual & Institutional Services and Morgan Stanley. Outside of his advisory career, Fahad is involved in a family-owned automotive business in Austin, Texas, where he serves as president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various households, pension plans, and corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kelly Hardziej is a financial advisor with Merrill in Austin, TX, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Merrill from 2015 to 2020 and again since 2021, with a brief tenure at Wells Fargo Clearing in 2020-2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lisa Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a Senior Vice President. She has more than 34 years of experience in financial and wealth management advising individuals and families. Lisa joined Merrill's Austin office in 1991 after graduating from the University of Iowa. She offers a variety of services including retirement planning, investment management, domestic partner planning, wealth transfer, asset preservation, and education planning. Lisa employs a highly tailored process in working with clients by obtaining detailed information to understand their financial positions, establishing goals and objectives, recommending strategies, and regularly reviewing progress. Her primary focus is on creating wealth opportunities and making meaningful differences in her clients' lives. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Lisa volunteers at the Austin Waldorf School where her two sons attend. Her commitment to community involvement complements her professional work in wealth management.

Johnathan Baumann is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Cobra Puma Golf and Vertical Alliance Group. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment strategies and third-party asset managers.

Mark Spirk is a CFP® professional with 25 years of industry experience. He is currently with Raymond James & Associates and previously worked at Cuso Financial Services, University Federal Credit Union, and Vision Asset Management Inc. His background includes extensive advisory roles across different financial services firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by a broad range of portfolio management styles and firm research.