Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with eight years of experience. She has been with Edward Jones since 2017. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, a business currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, affiliated mutual funds, and additional services including tax-efficient solutions and securities-based lending. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lisa Aschenbeck is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge Investment Research in various roles since 2010. Prior to that, she worked at New England Securities and Thrivent Investment Management. Outside of her advisory work, she is a partner in Texan Tree Depot and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Charles Cooper is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 34 years of industry experience. His prior experience includes twelve years with both Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as Treasurer for the Pedernales Hills Homeowners Association, a nonprofit community organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a CFP® and Series 66-credentialed financial advisor at Edward Jones in Round Rock, TX, with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is a Class B member of a car repair business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Shelley Hatley is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Guillory is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and Cadence Bank, having previously worked at Bank of America, Merrill, The Northern Trust Company, and UBS Financial Services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Meyers is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Voya Financial Partners and VOYA Financial Advisors, along with running Crossroads Financial Services since 2011. 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 and third-party asset management, supported by a broad platform and extensive advisor network.

Craig Stuart is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a structured alternative-investment program.

David Rodriguez is a CFP® professional affiliated with OSAIC, based in Austin, TX, with 31 years of industry experience. He has worked at OSAIC since 2023 and previously held roles at Sagepoint Financial, Inc., OSAIC Services, Inc., Sunamerica Securities, Inc., and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is president and CEO of Rodriguez Financial, Inc., which handles payroll and tax services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features comprehensive financial planning, managed portfolios, retirement plan consulting, and third-party money manager programs. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and rebalancing, supporting discretionary and advisor-managed strategies across multiple custodial and legacy arrangements.

Manasa Motamarry is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Charles Schwab since 2021 and previously held roles at Saipadh Infotech, H&R Block Inc, and SMK Consulting LLC. Charles Schwab serves a large client base primarily composed of 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 multi-asset model portfolios and centralized operational systems.

Trammell Cooper is a CFP® professional at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2020, he worked at USAA in various investment and financial planning roles from 2008 to 2020. He also maintains a home-based wealth management business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Ritchy Scoggin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Legg Mason Wood Walker, Inc. from 2001 to 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics and applying diversification principles and modern portfolio theory.

Daron Brockington is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab since 2019, as well as positions at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. Charles Schwab serves a large client base primarily composed of 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 guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a highly integrated operational structure.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, liquidity management, and retirement income planning. His approach centers on personalized financial planning, investment management, and long-term financial security for individuals and families. Allen holds a Bachelor of Science and Arts in Biochemistry from the University of Texas at Austin, where he also completed a Business Foundations Certificate at the McCombs School of Business. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Allen is a member of the professional organizations Delta Tau Delta and Phi Chi Theta. He is involved in the Austin Stone Community Church and balances his professional life with personal interests such as fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Gregory Strickland is a CFP®-designated financial advisor with 30 years of industry experience, currently serving at Thrivent Investment Management. His prior experience includes roles at LPL Financial, LLC and Republic Bank & Trust. Outside of his advisory work, he serves on the board of a pregnancy support organization and holds a Director of Operations position at a local church, where he oversees financial and personnel policies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial planning across various topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Jeffrey Ferraris is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at University Federal Credit Union, Cuso Financial Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.