Douglas Quint is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Central Texas. He works with families and business owners, leveraging his extensive knowledge and network to provide comprehensive financial strategies. Quint is part of the Special Needs Team in Texas, collaborating with guardians, trustees, and attorneys to assist individuals with disabilities, elderly individuals with dementia, accident victims, and other special needs populations. Quint's expertise includes family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. He holds a Bachelor's degree in Economics with a minor in Government from The University of Texas at Austin. Additionally, he has earned the designations of Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He is affiliated with the Texas Guardianship Association. Outside of work, Douglas enjoys spending time with his wife and family, as well as outdoor activities such as adventure sports, camping, fishing, football, golfing, hunting, music, and traveling.

Brian Sockow is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab since 2021. Prior to joining Schwab, he worked at Hantz Financial Services and held roles outside the financial industry at Skyzone and Kohl's. 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supporting investments with multi-asset model portfolios and research from Schwab Center for Financial Research.

Ivan Herrera is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Bank of America, and Merrill. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment research.

Klinton Mc Coy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Charles Schwab since 2009, following three years at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with a multi-asset and model portfolio approach supported by centralized custody and operational resources.

Jennifer Brown is a financial advisor at Cetera with a PFS™ designation and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm serving a range of clients with federal and state tax returns and related tax planning. Additionally, she serves as an oversight council member for the Texas Society of CPAs Austin Chapter. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning options, including access to third-party managers and a multi-manager platform.

Aaron Persons is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His work history includes roles at Cetera since 2023 and prior service at CUSO Financial Services and University Federal Credit Union. Outside of his advisory work, he provides educational and nature-based experiences for families and children at Candlelight Ranch. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures and custodial relationships.

Andrew Flores is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior work includes roles in homebuilding and electrical services industries. Charles Schwab & Co., Inc. serves a large client base, 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 and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sarah Puckett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Independent Financial Partners from 2014 to 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Mason Morgan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with dedicated Financial Consultants to ensure clients' needs are met and financial plans remain aligned with their goals. He focuses on understanding each client's unique situation and developing customized strategies to support their financial objectives. Prior to his current role, Mason gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative there from 2022 to 2023. This progression reflects his commitment to fostering strong client relationships through trust and personalized service. Outside of his professional work, Mason has interests in baseball, football, golf, movies, and pets.

Anthony Trantham is a Financial Consultant currently working at Fidelity Investments since 2010. Prior to this role, he was a Registered Representative at Asset Strategies Group, LLC from 2006 to 2010. He specializes in helping clients make sound financial decisions by creating customized plans that align with their financial goals and risk tolerance. Anthony's approach focuses on empowering clients through personalized financial strategies. Outside of his professional work, he has interests in art, hiking, playing musical instruments, music, outdoor adventures, and traveling.

Matthew Petrosky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of finance, he is the owner of a small food and beverage business that produces and cans vegetable goods. 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, supported by centralized operational and custodial infrastructure.

James Marroquin is a CFP® with 42 years of industry experience, currently affiliated with Osaic in Austin, TX. He has been associated with Royal Alliance Associates, INC. since 1989 and has operated Marroquin Associates Insurance, an insurance agency specializing in fixed annuities, universal life, fixed life, and disability insurance, since 1976. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and investment advisory services using sophisticated asset-allocation tools and offers access to multiple third-party money managers and managed account solutions.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 centralized custody, order-routing, and a formal alternative-investment process.

Tommey Lyons is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Primerica Advisors and Primerica Financial Services, as well as roles in state government agencies in Texas. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized planning services such as divorce and estate-settlement planning.

Devin Thompson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Maria Politti is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Equitable Advisors since 2011, with prior experience at Ameriprise Advisor Services. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and provides ERISA fiduciary services for qualified plans.

German Betancourt is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, his background includes roles at American Campus Communities and several years in full-time education. Charles Schwab serves a large client base, 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 and discretionary investment management with a multi-asset model portfolio approach and centralized operational support.

Walter Reep is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on a board of directors and is involved in multiple business ventures unrelated to investment management. Ameriprise offers retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Sirisha Rayavarapu is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. She has been with Charles Schwab since 2021. 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.

Marshall Wiley is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2009 in various roles. His current position involves working closely with clients to develop, execute, and maintain comprehensive financial plans tailored to their long-term goals. Over his tenure at Fidelity Investments, Marshall has held positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his extensive experience in financial consulting and client relationship management. Marshall's professional approach centers on building life-long relationships with clients and their families to achieve their financial objectives through personalized planning and execution.