Forrest Six is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Voya Financial Advisors, Charles Schwab, and a five-year tenure at EVO Entertainment Group. Outside of his advisory work, he is involved with Himelick Financial Group, where he assists with financial plans, portfolio rebalancing, and analysis. 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 over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program platforms and third-party managers.

Michelle Garcia is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2012, including Schwab Retirement Plan Services and multiple Schwab Trust and Bank affiliates. 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 operates a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Daniel Guevara is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he owned a collectibles resale business and worked as a store associate at a bakery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Kirby Marik is a Series 66-licensed financial advisor with Ameriprise in Austin, TX. Marik has recently transitioned into financial advisory work, joining Ameriprise in 2026 after a diverse background including roles in fitness, education, and retail. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Teri Mc Laughlin is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sean Mathis is a financial advisor at Edward Jones in Leander, TX, with four years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Edward Jones in 2022, he worked at Southwest Systems, OneAmerica Securities, and American United Life. Outside of finance, he is a franchise owner of Camp Gladiator, an outdoor fitness business focused on health improvement and weight loss. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of advisory strategies along with affiliated mutual funds and tax-efficient services.

Nathan Robnett is a financial advisor at Cetera with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has previously worked at Avantax and Woodbury Financial Services. Robnett is also the owner of Robnett CPAs, a certified public accounting firm providing tax and accounting services, and Robnett Financial, LLC, where he serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and manages more than $256 billion in assets. The firm offers a multi-manager platform with a variety of investment strategies and serves a diverse client base including individuals, retirement plans, and institutional accounts.

Emma Jones is a financial advisor at Merrill in Austin, TX, holding Series 63 and Series 66 licenses. She has been in the industry since 2026, with prior experience at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Helal is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1993. He works closely with clients to develop financial plans, utilizing his extensive experience and the firm's resources to assist with asset protection, income generation, growth, and wealth transfer strategies for future generations. Michael has held various roles within Fidelity Investments, including Financial Planning Consultant from 2000 to 2009, Manager from 1998 to 2000, Senior Trader from 1996 to 1998, Risk Exposure Group Representative from 1994 to 1996, and Customer Service-Trading Representative from 1993 to 1994. This breadth of experience provides him with a comprehensive understanding of financial markets and client needs. Outside of his professional work, Michael's interests include cooking and baking, fitness, football, gardening, painting, and caring for pets.

Geoffrey Koepp is a financial advisor with OSAIC in Austin, TX, holding a Series 66 designation and over 21 years of industry experience. Prior to joining OSAIC in 2024, he spent 15 years at Woodbury Financial Services. He is also involved with several insurance and financial consulting businesses and is a member of the Bastrop Chamber of Commerce. OSAIC serves a diverse client base that includes individual investors, high-net-worth individuals, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

Alexander Ball is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Ball, Jones, Gowan Inc. He also serves as an independent contractor financial advisor with Ball Jones Gowen, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dana Bives is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, Dana co-owns Triple Rein, LLC, a business involved in training, buying, selling, and showing horses in the hunter/jumper/equitation and reining horse show industries, which she operates with her daughters. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Troy Bangs is a financial advisor with LPL Financial who holds the Series 66 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership stake. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Deven Perez is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with select families and professionals to focus on their financial goals, assessing their progress and helping to achieve their aspirations efficiently. He incorporates a Personal Wealth Analysis to address various needs including retirement planning, legacy planning, tax strategies, and income management. Deven holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Central Michigan University. Originally from Michigan, Deven moved to Austin and has interests in baseball, boxing, football, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies. He previously wrestled collegiately.

Patrick Thorp is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kershner Trading Group and Murph T Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and a formal alternative investment process.

Preston Werner is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation. He has been in the industry since 2026, with prior experience at BVA Group, Topaz Labs, and EY. 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 uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Sean Yoder is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and four years of industry experience. His background includes roles at College Tutors and Texas Bank, as well as support activities through Pathsage LLC, where he assists with client service and trade execution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Aaron Draper is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Draper also serves as the executor of an estate, managing asset collection and distribution duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structured, annual planning relationships.

Sam Quach is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to build, implement, and maintain tailored financial plans that address both current and future needs, including those of their families. Sam has been with Fidelity Investments since 2019, progressing through several positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Brokerage Services Associate at Charles Schwab from 2017 to 2019. Outside of his professional work, Sam has interests in food, football, movies, pets, and traveling.

William Olsen is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with MML Investors Services Inc. and MassMutual Financial since 2004. Outside of his advising role, Olsen is a partner and owner of a retail vending machine business, where he guides family members in operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, structuring engagements as annual, collaborative relationships.