Rosalynd Shaw is a financial advisor at LPL Financial with five years of industry experience. She previously worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2021 to 2026, and earlier at Gallagher Bassett from 2016 to 2021. She holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

William Collins is a Certified Financial Planner (CFP®) with over 42 years of industry experience. He is affiliated with OSAIC and has held positions at Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation for several decades. Collins also works as an insurance agent, assisting clients with life insurance and long-term care insurance needs. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage, investment advisory services, financial planning, and access to multiple portfolio management platforms through a large network of affiliated advisers.

Kendall Simpson is a financial advisor with Edward Jones in Dripping Springs, TX. He holds the Series 66 designation and joined Edward Jones in 2023. Prior to his current role, Kendall worked at Lake Austin Spa and Resort and Concordia University - Texas, among other positions. 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 advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and 49 Financial. He also has a background that includes experience in education and hospitality. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Rhonda Maywald is a financial advisor at Edward Jones with 18 years of industry experience. She has held her current role at Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Fransen is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with OSAIC, where she has worked since 2023. Her prior roles include positions at JP Morgan Securities, Nationwide Investment Services Corporation, and Jefferson National Financial Corp. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a broad range of investment products and third-party solutions.

Jeffrey Durkee is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Bryce Bastien is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at KPMG LLP from 2016 to 2018. 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 approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kenneth Patterson 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 been with J.P. Morgan Securities since 2013, also working with JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he works as a freelance session musician, performing on various musical recording projects remotely. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Amit Battish is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 63 designation and has previously worked at Fidelity Investments, Ameriprise Financial Services Inc, Morgan Stanley, and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Scott Schiller is a CFP® professional with 18 years of industry experience, currently serving with Osaic since 2023. Prior to joining Osaic, he worked for 15 years at Jackson National Life Distributors. He is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, institutional clients, and charitable organizations through a large network of affiliated financial advisors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios with various investment vehicles.

Jeremy Pruett is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes 13 years at Fidelity Brokerage Services and several roles in the mortgage lending industry, with periods of extended travel. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational model.

Joseph Jerman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, both since 2009. Outside of his advisory work, he co-owns a rental property 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 wrap-fee programs. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions at a large scale.

Rick Fuchs is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Steward Partners and Raymond James Financial Services. His outside activity includes involvement with PRAETORIAN Private Wealth, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Adam Harz is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial, Inc. and IronBridge Wealth Counsel, LLC. Outside of his current role, he has experience assisting with financial planning and marketing outreach for team advisors under the IronBridge Wealth Counsel name. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of investment advisory and brokerage services, employing asset-allocation tools and third-party platforms to manage portfolios that may include various asset classes.

Christopher Ciriello is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation. He has varied work experience including roles at Frame Amo, H-E-B, and in the music industry with Def Jam Recordings and Universal Music Group. Prior to his advisory career, he was self-employed for five years. Edward Jones is a wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the country.

Kerry Roberts is a financial advisor with Osaic who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Securities Corporation for over 17 years. In addition to his advisory work, Roberts is involved in insurance-related activities, offering disability, long-term care, traditional life insurance, and life settlements through his role as an agent and owner of Central Texas Financial Group. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Jeffers is a CFP®-certified financial advisor with 9 years of industry experience. He is currently with LPL Financial and previously worked at firms including Edward Jones and MassMutual Life Insurance. Outside of his advisory role, Jeffers serves as a military officer in the United States Army Reserves, officiates local soccer games, and holds a leadership position as vice president of the Kiwanis Club of Round Rock. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.