Kennon Horrocks is a financial advisor at Raymond James & Associates in Austin, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Blue Hospitality LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, institutions, and public entities, providing wealth advisory planning and investment consulting, with notable capabilities in municipal and public finance.

Tai Nguyen is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2023 and 2024, respectively. His prior experience includes roles in education and community recreation. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Brent Elyea is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2021 before joining Raymond James in 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a wide range of clients including individuals, pension plans, corporations, and government entities.

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.

Michael Gertsch is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 registrations and having 11 years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and Morgan Stanley. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, pension plans, corporations, and government entities, with notable capabilities in municipal and public finance.

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.”

Kraleigh Woodford is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at UBS Financial Services for 18 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005 and has also been associated with Breedlove, Dennis & Associates since 1992. 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.

Donald Moore is a CFP® with 31 years of industry experience and has worked at LPL Financial since 2007. He is based in Austin, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in publishing and promotion through SWC Publishing, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing research and models from LPL Research and third-party subadvisors.

Alexander Robb is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 registrations. He has one year of industry experience, including prior roles at Fidelity Investments and Deseret First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Samuel Butterworth III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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 including individuals, high-net-worth clients, pension plans, and charitable organizations.

Mickey Fitzpatrick is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served in various positions at Fidelity Investments, including Investment Consultant (2023-2024), Workplace Planning Consultant (2022-2023), and High Net Worth Associate (2021-2022). He also worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. Mickey's professional experience spans multiple aspects of financial consulting and investment advising. He focuses on understanding clients' unique financial goals and developing customized financial plans to meet those objectives. Outside of his professional work, Mickey has interests in baseball, football, music, reading, running, and skiing.

Gabriella Gonzales is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for eight years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Eric Pomerantz is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Oppenheimer and Investment Professionals, Inc. He serves on the Board of Directors for Texas Hillel. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies, and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Harold Allen is a CFP® and Series 66-registered financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.

Thomas Lloyd is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2006. Outside of his advisory work, he creates and distributes original music through CD Baby. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

David Gonzaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at World Investments, Pensionmark Financial Group, Rocket Dollar Inc., Edward Jones, Arthur J Gallagher, Kestra Financial, CLS Partners Retirement Services, and Raymond James Financial Services. Outside of his advisory work, he is the owner and founder of Quiq Bean Drop, LLC, a retail business focused on kitchen products and coffee capsule refill systems. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neil Short is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2026. Outside of his advisory role, he serves as the executive director running the All-Star organization for the Lake Travis Youth Association Baseball Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Christopher Hix is a CFP® professional at Edward Jones with 13 years of industry experience. He previously worked at Merrill Lynch (Bank of America) for three years and JPMorgan Chase & Co. for eleven years. Hix is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.