Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Reynaldo Stoddart is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked with New York Life affiliates for eight years before joining Mass Mutual in 2020. Outside of his advisory role, he coaches kids' soccer. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using technology-assisted tools to develop written recommendations as part of ongoing client relationships.

Mele Darley is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Her career includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior positions at Canada College and The LDS Church. Outside of her advisory work, she occasionally provides paid caregiver support to an elderly individual and participates as a founding member of an engineering services company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Bailey Leroux is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Raymond James, Leroux worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, Leroux is the owner and sole proprietor of RCL Essentials, a business unrelated to investment activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Victor Ordonez is a financial advisor with LPL Financial in Austin, TX, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he was involved with Florida Financial Advisors and Texas Financial Advisors, and has held roles outside the financial sector including in hospitality and AI solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from internal and third-party sources.

Harry Campbell Lamerton is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Valutrades Ltd and ADS Securities London Ltd. He is also the owner of Emelle Life LLC, a business he has maintained since 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to clients.

Sean Durkin is a Series 66-licensed financial advisor with Raymond James & Associates in Austin, TX, with seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Edward Jones for six years and has held various roles since 2015, including positions outside the financial industry. 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 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities, delivering non-discretionary recommendations supported by firm-sponsored programs and extensive affiliate resources.

Anisha Sabnis serves as a Wealth Management Senior Relationship Manager, acting as a primary point of contact for ultra high net worth individuals and their families. She assists clients in facilitating conversations on growing and maintaining wealth, as well as planning and gifting efficiently. Her role focuses on delivering service tailored to individual needs and preferences. Anisha has been with Fidelity Investments since 2007, holding various positions including High Net Worth Specialist, Relationship Manager, Wealth Management Planning Consultant, and currently Senior Relationship Manager. This extensive experience has provided her with a deep understanding of wealth management and client relationship strategies. Details regarding Anisha's education, credentials, personal interests, and community involvement have not been provided.

Melanie Dehler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Samuel Moser is a financial advisor at Equitable Advisors in Austin, TX, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2015, including five years with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a client intake process to document goals, risk tolerance, and time horizon.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. Their background includes roles at Gilman, McLaughlin & Hanrahan LLP and Northeastern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

An Do is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, An worked at University Federal Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by proprietary research, model portfolios, and third-party subadvisors.

Richard Dunagan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Dunagan owns a federally licensed firearms transfer business and is co-owner of a retail business called The Boot Whisperer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies.

Elizabeth Currin is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Oxford Park Group, Avantax Advisory Services, and Robnett CPA's & Financial Advisors, where she provides personal financial services and retirement planning. Outside of her advisory role, she manages an agricultural holding company involved in livestock operations. Cetera Investment Advisers LLC is a nationally registered advisor serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Randall Klaus is a financial advisor at Osaic Wealth, Inc. with Series 66 and Series 63 licenses. He joined Osaic in 2025 and has prior experience at Quest Software Inc. and Dell Technologies. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and automated portfolio management.

Austin Jacobs is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Reliant Mission. He is based in Austin, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third parties to support its investment approach.

Ronald Jernigan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior experience includes roles at National Planning Corporation and Sigma Financial Corporation. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a wide range of financial planning and advisory programs, including retirement plan consulting and model portfolio management.

Natalia Borziak is a Series 66-licensed financial advisor with 18 years of industry experience, currently working at Morgan Stanley since 2021. She previously held advisory roles at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and the expertise of specialized groups such as Estate Planning Strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Daniel Harriman is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he is president of Harriman Financial Network Inc and MoneyEdge Inc, a company focused on the design of financial software. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using both proprietary and third-party strategies across multiple platform arrangements.

Karen Campbell is a financial advisor with LPL Financial in Austin, TX, holding a Series 63 designation and 39 years of industry experience. She has been with LPL Financial since 1997 and has worked as an independent insurance agent since 1989. Campbell also serves as an expert witness and researcher for attorneys on occasion. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.