Steven Kampwerth is a CFP® professional with 26 years of industry experience. He is currently with OSAIC and has previously held roles at Highland Capital Brokerage, Investacorp Inc, Lion Street Financial, and Crump Life Insurance Services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing advanced portfolio construction tools and access to third-party investment platforms.

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.

Robert Spradling is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials. He joined LPL Financial in 2026 and has prior experience at First United Bank and Trust, Charles Schwab, and various roles outside the financial industry, including service with the Texas Army National Guard. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services.

Cole Gaches is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Arizona State University and NeuroPlay Academics. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. 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 proprietary research.

Christopher Sullivan is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works to understand clients' priorities and develop strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including general investing, retirement planning, and saving for unforeseen expenses. Christopher also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. He offers ongoing advice and support as clients' needs evolve. Christopher holds the designation of Personal Investment Advisor (PIA). He completed his high school education at Crockett High School and pursued further studies at Austin Community College and Lamar University, though no degree was conferred at those institutions.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Nicholas Philbeck is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory work, he owns Philbeck's Boating Company, a boat detailing business based in Lago Vista, TX. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Cameron Gregory is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies for five years and has also been involved with Winkthreads LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Uriel Bach is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a finance community board member for Congregation Agudas Achim. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers additional services such as tax-efficient investing and securities-based lending.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Baggett is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she holds a fiduciary power of attorney position for a family member. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Joseph Himelick II is a financial advisor with Cetera who holds the ChFC® designation and the Series 66 license, and has 43 years of industry experience. He has held roles at VOYA Financial Advisors and owns Himelick Financial Group LLC, a financial services firm. Outside of advisory work, he is an independent insurance agent and owns a farming operation focused on hay harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

Carol Dillingham is a financial advisor with Ameriprise in Dripping Springs, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2020, she worked in orthodontics-related roles for several years. She serves on the Board of Directors for the Texas Heritage Village HOA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Roy Sparkman is a CFP® with 41 years of experience in the financial industry. He is currently with Raymond James Financial Services Advisors, Inc. and Sparkman Private Wealth Management. Prior to joining Raymond James, he worked at LPL Financial for 11 years. He serves as a finance and investment committee member and deacon at the First Baptist Church of Burnet, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by firm research and an extensive affiliate network.

Wesley Coyle is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at Morgan Stanley and its affiliated private bank for over a decade. He is also associated with The Coyle Group, a non-investment related business based in Austin, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by a broad affiliate network.

Miussett Salomon is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2011 to 2017 before joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Elizabeth Cummins is a financial advisor with Morgan Stanley in Houston, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, Cummins is involved with J Hilburn, a retail and online clothing store based in Lewisville, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support tailored client solutions.