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 at Merrill with a Series 66 designation and four years of industry experience. He has worked at Comerica Securities and Bank of America, N.A. prior to his current role. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

Deborah Lawyer is a financial advisor at OSAIC Wealth, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023, with prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is president of Jerry Lawyer & Associates, Inc., a brokerage wholesaling fixed insurance products to producers. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

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.

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.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, LLC. 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 variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Wesley Coyle is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates for over a decade before joining Raymond James. He is also involved with The Coyle Group, a support company based 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Miussett Salomon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Raymond James in 2017, Salomon worked at Merrill for six years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Bullock is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior work experience at Kompan and Around Campus Group. 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 solutions supported by a large network of financial advisors and branch offices across the country.

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.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Kinsey Parker is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Charles Schwab, and Aggieland Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware advice for clients approaching or in retirement.

Steven Pipkin is a financial advisor with Osaic Wealth, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Fortis Investors, Inc. since 1991 and served in the U.S. Air Force Reserve for 34 years. Additionally, he is the president of Pipkin & Pipkin, Inc., a company involved in the sales and service of life and health insurance plans. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on discretionary or non-discretionary bases.