Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Lindsey Cole is a CFP®-certified financial advisor with three years of industry experience, currently with LPL Financial in Austin, TX. Prior to joining LPL Financial in 2024, she worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering the financial services industry, she held roles at Carillon Senior Living and Red Robin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Michael Stoehr is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at Equitable Advisors since 2023. His prior experience includes roles at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors serves a diverse client base, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Mc Gee Cook is a financial advisor with Merrill based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Merrill since 2015 and also at Bank of America, N.A. since 2017. Outside of finance, Cook works as a consultant for Mary Kay Cosmetics. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jennifer Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. In addition to her advisory role, she serves as a power of attorney for her grandfather. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Hershel Meriwether II is a ChFC® credentialed advisor with 36 years of industry experience. He has been with MML Investors Services, Inc. since 1990 and Massachusetts Mutual Life Insurance Company since 1989. He is based in Austin, TX. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-based investment guidance.

Dawson Groch is a financial advisor with LPL Financial based in Austin, TX. He holds a Series 66 designation and has experience working with several firms including Oracle NetSuite, JCrew, and Kestra Financial. Prior to his advisory roles, he worked in education at institutions such as Tiffin University, Jackson College, and Vista Ridge High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from both in-house and third-party sources.

Mark Macumber is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work includes positions at LPL Financial LLC and Kestra Financial Services, Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Bronwyn Swartz is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2018, she worked at Redsky Renewable Solutions and Leander ISD. She also owns a retail business, She's Just B, creating handmade leather and resin earrings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jordan Kopelman is a Series 66-credentialed financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Lakeway, TX. His prior work includes roles at Wells Fargo & Co., Edward Jones, and previous tenures at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves on the board of directors for a janitorial supply business owned by his family, although he does not participate in its operations. 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 institutional advisory capabilities with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kelly Mahmoud is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and 24 years of industry experience. Mahmoud has been with Edward Jones since 2004. Outside of advisory work, Mahmoud is involved in real estate investment activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Matthew Chapman is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses and serves municipal clients through its public finance and institutional consulting capabilities.

William Ho is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Bank of America, Merrill, and JP Morgan Chase. Outside of finance, he was involved with Ohio Premier Soccer Club from 2018 to 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and municipal clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.

David Cardosa is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 32 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is involved in private client investment portfolio management through Hanvey Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Laurice Crain is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and bringing six years of industry experience. Prior to joining Equitable Advisors in 2019, she has worked at AXA Advisors, LLC, and held positions outside the financial sector, including roles at Austin Dustless Tile Removal and Apex Communications. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual registration as both an SEC-registered investment adviser and a broker-dealer, offering a mix of discretionary and non-discretionary asset management solutions.

Randy Stewart is a financial advisor with Ameriprise based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Stewart serves on the Board of Directors for The Point at Rough Hollow, a community organization. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Aileen Grant is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. She has been with Cambridge since 2016 and serves as president of Highpointe Advisors. Grant is also a board member of Church of the Springs in Dripping Springs, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across various platform arrangements.

Michael Pumo is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with LPL Financial, having joined in 2023 after spending 12 years at UBS Financial Services Inc. In addition to his advisory work, Pumo is involved in the restaurant and bar business in Austin and San Marcos, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and innovative technologies.