Robert Spradling is an advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses. He has less than one year of industry experience, having joined LPL Financial in 2026. His prior work history includes roles at First United Bank and Trust, Charles Schwab, and service in the Texas Army National Guard from 2018 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a range of advisory and non-advisory financial services.

Darrik Fisk is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. He previously worked at First Command Financial Planning from 2011 to 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 a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Cole Gaches is a financial advisor at Equitable Advisors in Austin, TX, with one year of industry experience. He holds the Series 66 designation and has previously worked in various roles including independent contracting and academic settings. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brianna Kuehmstedt is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2006. Outside of her advisory role, she is the owner and managing member of Pathsage LLC, a consulting business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Robert Daggett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was CEO and founder of Avriotech, a real estate services company based in Orange, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Jordan Dewitt is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Charles Schwab Bank, Assurance IQ, and Morgan Stanley. 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 separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

Eric Anderson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2015, including seven years at Charles Schwab Bank, SSB. Based in Austin, TX, he serves clients through Schwab’s wealth advisory services. 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 and offers multi-asset model portfolios supported by proprietary research.

Christopher Sullivan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Comerica Securities and Bank of America, N.A. prior to his current role. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Nicholas Philbeck is a CFP® with nine years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he owns Philbeck's Boating Company, a boat detailing business in Lago Vista, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

Cameron Gregory is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Prior to joining Cambridge, he worked at Dell Technologies for five years and has also been involved with Winkthreads LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Deborah Lawyer is a financial advisor at OSAIC Wealth, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at OSAIC since 2023, with prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is president of Jerry Lawyer & Associates, Inc., a brokerage wholesaling fixed insurance products to producers. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management, with a complex corporate structure that includes multiple mergers and private-equity ownership.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Uriel Bach is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a finance community board member for Congregation Agudas Achim. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers additional services such as tax-efficient investing and securities-based lending.

Nicole Viator is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Himelick II is a financial advisor with Cetera who holds the ChFC® designation and the Series 66 license, and has 43 years of industry experience. He has held roles at VOYA Financial Advisors and owns Himelick Financial Group LLC, a financial services firm. Outside of advisory work, he is an independent insurance agent and owns a farming operation focused on hay harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various discretionary and non-discretionary program options.

Travis Eaton is a financial advisor with LPL Financial in Round Rock, TX, holding a Series 66 designation and eight years of industry experience. Before joining LPL Financial in 2020, he worked at First Allied Securities, Inc. and Ernst & Young. He is also involved in tax preparation and accounting through The Fox Alliance Tax Advisors, LLC. 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 variety of financial planning and investment management services, including advisory platforms utilizing model portfolios and third-party subadvisors.

Wesley Coyle is a financial advisor at Raymond James Financial with 24 years of industry experience and holds a Series 66 designation. His prior work includes more than a decade at Morgan Stanley and a brief tenure at UBS Financial Services. He is also the owner of The Coyle Group, a non-investment-related support company based in Austin, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and specialized services such as municipal finance and SIMPLE IRA employer advisory solutions.

Miussett Salomon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Raymond James in 2017, Salomon worked at Merrill for six years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Bullock is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior work experience at Kompan and Around Campus Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.