Brandon Fowler is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His previous work includes roles at Stoic Learning LLC, Texas State University, and Bass Pro Shops. Outside of advisory work, he operated a lawn care business. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives to implement a variety of advisory models through third-party managers and LPL-sponsored programs.

Christopher Cybulski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic since 2025. His prior roles include positions at Lincoln Financial Securities, Edward Jones, and UBS Financial Services. In addition to his advisory work, he is involved in insurance-related activities, offering various insurance products and annuities through his agency in Round Rock, TX. Osaic Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Oliver Brierley is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Heb and ASB Bank. Charles Schwab serves a large client base primarily consisting 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 and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Matthew Chapman is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Ho is a CFP® and ChFC® credentialed advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously held roles at Bank of America, Merrill, JP Morgan Chase Bank, and other financial firms. Outside of finance, he was involved with Ohio Premier Soccer Club from 2018 to 2022. 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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

David Cardosa is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 33 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. 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 tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and maintains unique affiliations and advisory programs within the institutional advisory sector.

Nicholas D'Alessandro is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2015 to 2020. His earlier experience includes positions as a Financial Advisor at Edward Jones from 2013 to 2015 and at Legacy Planning Partners from 2012 to 2013. In his role, Nicholas prioritizes establishing strong personal client relationships and follows a thorough process to partner with clients in developing financial plans tailored to their needs.

Laurice Crain is a financial advisor at Equitable Advisors in Austin, TX, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at AXA Advisors, LLC. Crain’s background includes diverse roles outside finance, such as positions at Austin Dustless Tile Removal and Apex Communications. Equitable Advisors serves individual clients across the wealth spectrum, as well as pension plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach involves assessing client information and risk tolerance to recommend suitable program models or managers, utilizing both proprietary and third-party offerings.

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.

Hannah Bowers is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation. She began her advisory career in 2024 and has prior work experience at Berman & Co and Lehigh University. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bekkah Moore is a financial advisor at Edward Jones in Georgetown, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked at Tinker Federal Credit Union and Communication Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kennon Horrocks is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill for eight years each, as well as at Blue Hospitality LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, advisory services, and institutional consulting.

Brent Elyea is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes five years each at Bank of America, N.A., and Merrill. He is based in Austin, TX. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Alberto Arredondo Jr. is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he held positions at Instacart, Stewart Title, and International Bank of Commerce - First Equity. Outside of advising, he works as a Dasher for DoorDash. 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 affiliated discretionary SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Ambia Cummings is a financial advisor at Cetera with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and the International Bank of Commerce. In addition to her advisory role, she serves as Client Services Manager at Himelick Financial Group, where she manages client communications and supports financial planning and portfolio tasks. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, including access to affiliated and unaffiliated third-party managers and various program structures.

Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Kevin Yeiser is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. His prior work includes positions at the National Collegiate Athletic Association and roles connected to Texas A&M University Corps and Ohio University. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Kraleigh Woodford is a Series 66-licensed financial advisor based in Austin, TX, with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously spent 18 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by an extensive network of investment adviser representatives.