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.

Zachary Sinsabaugh is a financial advisor with LPL Financial in Austin, TX, holding his Series 66 designation. He has been with LPL Financial since 2026 and previously worked in various roles across different industries including automotive, retail, education, and hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by proprietary and third-party research.

Poonam Patel Chhipwadia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2001. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Rosalyn Respecia is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 10 years of industry experience. She has worked with Ameriprise and its affiliate since 2016. In addition to her advisory role, she is associated with Pathsage LLC and Hearthstone Wealth Management, a private wealth advisory practice within Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Elisabeth Uhl is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she has reported ownership of a single-family property unrelated to her investment activities. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad array of advisory, brokerage, and insurance solutions through affiliated companies.

Nicholson O'reilly is an advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes positions at Balentine and College Hunks, as well as attending Tulane University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and alternative investments.

Ansur Mazhar is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His career includes roles at TD Ameritrade Investment Management and TD Ameritrade, as well as a brief tenure at the University of Nebraska - Lincoln. 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.

Brandon Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2010. Outside of his advisory work, he serves as a board member of the Texas River School, a nonprofit organization based in Austin, TX, and operates a bookselling business called Rare Binds. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides a range of investment solutions through independent Financial Professionals, using various custody platforms and both discretionary and non-discretionary strategies, and features proprietary models alongside access to third-party managers.

James Thorne is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to develop financial strategies tailored to their individual needs. Prior to becoming a Financial Consultant, James held several positions at Fidelity Investments, including Planning Consultant from 2020 to 2021, Relationship Manager from 2019 to 2020, and Financial Representative from 2017 to 2019. James began his career at Fidelity Investments in 2017 and has since gained experience in financial planning, client relationship management, and consulting. His professional journey reflects a consistent focus on assisting clients in navigating complex financial situations. Outside of his professional work, James enjoys family activities, fitness, football, pets, traveling, and yoga.

Thomas Howard is a financial advisor with OSAIC based in Austin, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 17 years. Howard is also the owner of a sole proprietorship involved in the sale and service of insurance products, including variable annuities and variable life insurance. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Kristen Nielsen is a financial advisor with LPL Enterprise in Austin, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Securities America, and Tallus Capital Advisors. In addition to her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage services. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Dima Aboshady is a financial advisor with LPL Financial based in Austin, TX, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, Dima worked at Charles Schwab and the Meradia Group. Outside of finance, Dima has operated an Etsy shop called Dima's Designs and has experience working as a server. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by model portfolios, third-party research, and technology-driven investment strategies.

Lance Fricke is a Financial Consultant at Fidelity Investments, where he has been employed since 2018. In his current role, he assists clients in developing, executing, and maintaining comprehensive financial plans tailored to their long-term financial goals. Lance has held multiple positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, Licensed Financial Representative, Client Experience Advocate, and Financial Services Representative. This progression reflects his broad experience within the financial services industry. Outside of his professional work, Lance has interests that include camping, comedy, fishing, football, music, and soccer.

Hunter Mendiola is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at the Law Office of Allen and Weaver and the Law Office of Antoinette Bone. He also has experience as a chef and spent several years in full-time education. 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 advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment process.