Ivan Herrera is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Bank of America, and Merrill. 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 both non-discretionary advisory services and access to discretionary separately managed accounts, employing multi-asset model portfolios and comprehensive investment research.

Klinton Mc Coy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Charles Schwab since 2009, following three years at TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions with a multi-asset and model portfolio approach supported by centralized custody and operational resources.

Jennifer Brown is a financial advisor at Cetera with the PFS™ and Series 66 designations and two years of industry experience. She is also the president of Jennifer L Brown CPA PLLC, a tax preparation firm offering federal and state tax return services. Brown serves as an oversight council member for the Texas Society of CPAs Austin chapter and holds a part-time controller position at Hunter Concrete Pumping LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Aaron Persons is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His work history includes roles at Cetera since 2023 and prior service at CUSO Financial Services and University Federal Credit Union. Outside of his advisory work, he provides educational and nature-based experiences for families and children at Candlelight Ranch. 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 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures and custodial relationships.

Andrew Flores is a financial advisor at Charles Schwab with a Series 66 credential and three years of industry experience. His prior work includes roles in homebuilding and electrical services industries. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Sarah Puckett is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, following tenures at Wells Fargo Clearing and Prudential Equity Group. 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 portfolios, and institutional platforms, with advice delivered primarily through investment adviser representatives using both proprietary and third-party strategies.

Mason Morgan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with dedicated Financial Consultants to ensure clients' needs are met and financial plans remain aligned with their goals. He focuses on understanding each client's unique situation and developing customized strategies to support their financial objectives. Prior to his current role, Mason gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative there from 2022 to 2023. This progression reflects his commitment to fostering strong client relationships through trust and personalized service. Outside of his professional work, Mason has interests in baseball, football, golf, movies, and pets.

Anthony Trantham is a Financial Consultant currently working at Fidelity Investments since 2010. Prior to this role, he was a Registered Representative at Asset Strategies Group, LLC from 2006 to 2010. He specializes in helping clients make sound financial decisions by creating customized plans that align with their financial goals and risk tolerance. Anthony's approach focuses on empowering clients through personalized financial strategies. Outside of his professional work, he has interests in art, hiking, playing musical instruments, music, outdoor adventures, and traveling.

Matthew Petrosky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior work includes roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of finance, he is the owner of a small food and beverage business that produces and cans vegetable goods. 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, supported by centralized operational and custodial infrastructure.

James Marroquin is a CFP® with 42 years of experience in the financial services industry. He has worked at Royal Alliance Associates, Inc. since 1989 and owns Marroquin Associates Insurance, where he has been involved with insurance products for over 50 years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

David Saltzman is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes long-term roles at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services, as well as ownership of ECAD LLC. Outside of his financial advising activities, he works as a sports broadcaster. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jan Frey is a Series 66 licensed advisor with Charles Schwab in Pflugerville, TX, and has 12 years of industry experience. She has been with Charles Schwab since 2013. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody, order-routing, and a formal alternative-investment process.

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 11 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Maria Politti is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Equitable Advisors since 2011 and previously held positions at Axa Advisors and 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 through a network of Investment Adviser Representatives and third-party managers. The firm focuses on personalized client assessment and employs a variety of investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

German Betancourt is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab, he was employed at American Campus Communities and has an educational background spanning several years. Based in Austin, TX, his career includes varied roles outside financial services. 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 offers a blend of non-discretionary and discretionary investment solutions supported by a large, integrated operational structure.

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 with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized brokerage and custody services.

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 a Series 66 designation. He joined LPL Financial in 2026 and has diverse prior work experience in various industries, including automotive, retail, and education. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.