Laura Parker is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. She has worked at Ameriprise since 2016 and previously held positions at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Outside of her advisory work, she manages an entity for her practice’s expense management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning. The firm’s approach integrates in-depth investment research and collaborative planning to deliver tailored retirement recommendations within a defined investment framework.

John Gillespie is a financial advisor with LPL Financial in Austin, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Baxter Credit Union and Q Investments. He also served with Libertyville Youth Baseball Inc. from 2021 to 2023. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Cheryl Lee is a financial advisor with Ameriprise in Round Rock, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Austin Area Heritage Council and provides consultative services for Gerson Lehrman Group. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers customized, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis.

Ryan Kirk is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TD Ameritrade and Zero Hash. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kinsey Parker is a financial advisor at Ameriprise with eight years of industry experience. Parker holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab & Co., Inc., and Aggieland Credit Union. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Pipkin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fortis Investors, Inc. since 1991. Pipkin also served in the U.S. Air Force Reserve for 34 years and is president of PIPKIN & PIPKIN, Inc., a company that sells group and individual life and health insurance plans. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with various portfolio management options and supports a complex affiliate network along with alternative investment access.

Patricia Himelick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at VOYA Financial Advisors and operating Himelick Financial Group LLC since 2010. She is also an independent insurance agent, selling fixed insurance, annuities, long-term care, and life policies. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across discretionary and non-discretionary programs.

Joshua Meason is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Charles Schwab since 2018 and previously worked at Johnny Beans and the University of Texas. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab’s Center for Financial Research.

William Hart Jr. is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is a limited partner in a family ranch business, Blue Mountain Investments LTD, located in Kerrville, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory services through a large network of advisors and branch offices nationwide.

Shane Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked with Cambridge Investment Research and related firms since 2017. Outside of his advisory role, he is also a licensed realtor and serves as a pastor at Crossroads Assembly of God. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Esau Cruz Quiroz is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo, and University Federal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and technology tools.

Justin Hinojosa is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and TD Ameritrade. His current role at Charles Schwab and Charles Schwab Bank began in 2020 and 2025, respectively. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Allison Bouwman is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Concordia University, Austin, where she served as an adjunct professor teaching a forensic science course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Kari Matney is a financial advisor at Edward Jones in Round Rock, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, Kari worked with Sleep on It, dba Urban Mattress, and spent 18 years as a homeschool teacher. Outside of advising, Kari provides nutrition and fitness coaching and has experience editing college essays for high school students. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Michael Villanueva is a ChFC® and Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Charles Schwab in Austin, TX, where he has worked since 2023. Prior to joining Schwab, he held roles at First Command Insurance Services and served in the U.S. Army from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment options, with an integrated structure that includes advisory, brokerage, custody, and cash-sweep services.

Steven Reedy is a financial advisor with Edward Jones in Georgetown, TX, holding Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at First Heartland Capital Inc, American Benefits Exchange, Ally Financial, and IAS. Outside of advising, he serves as Education Coordinator for Business Network International, a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and offices. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Jeanne Underwood is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Treehouse Retreat, LLC, a real estate business in Austin. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Armando Tamez is a financial advisor with Charles Schwab and Co., Inc. in Austin, TX. He holds the ChFC® designation and Series 63 and 66 licenses, and has six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior positions in education and manufacturing. 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 models with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options through a centralized platform.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked with the Pflugerville Police Department and was involved with Texas All-Star Cheer And Dance and Pflugerville ISD. Outside of advising, he also works as an independent insurance agent and provides consulting services related to portfolio due diligence. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.