Timothy Coffey is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Cole Essman is a financial advisor at Mass Mutual Investors Services in Austin, TX, holding a Series 66 designation with two years of industry experience. His work history includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as teaching positions at San Diego State University and Eastlake Middle and High School. MassMutual Investors Services, LLC 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 annual, collaborative planning engagements and offers a range of investment and event-driven planning programs.

Reyes Alvear is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at Charles Schwab since 2005, with a prior role at Optionsxpress, Inc. from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base of 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 solutions, combining multi-asset model portfolios with centralized supervisory, custody, and order-routing services.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior firms include Edward Jones and Hilltop Securities Inc. He is based in Leander, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Chase Hakes is a financial advisor at Charles Schwab with three years of industry experience. He has previously worked with the Colorado Rockies Baseball Organization and Walmart. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios and alternative investment options.

Gabrielle Wilde is a Financial Consultant currently working with Fidelity Investments. She collaborates closely with clients to develop financial plans that address their long-term needs and adapt as their circumstances change. Her approach is informed by her personal experience with loss, which has fostered a commitment to guiding clients through challenging life events. Gabrielle's professional experience includes roles at Fidelity Investments since 2020, progressing through positions such as Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. Outside of her professional career, Gabrielle has interests in comedy, cooking and baking, and traveling.

Angela Kuno is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. She previously worked at Cambridge Investment Research Advisors and associated entities from 2016 to 2022. Outside of her advisory role, Kuno serves as treasurer for a homeowners association in Austin, TX. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, leveraging affiliated and third-party managers to meet diverse client needs.

Jordan Narcisse is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Bank of America/Merrill Lynch for eight years and Simmons First National Bank for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Walgenbach is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs within an integrated platform that also includes insurance products and a collateralized lending program.

Rona Neuneker is a financial advisor at Charles Schwab & Co., Inc. in Austin, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Charles Schwab since 2014. 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 combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investment options.

Andrew Bunce is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for 21 years. Before joining Edward Jones, he worked at Meta for one year. 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 and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Mark Glasper is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab, his background includes roles outside finance, such as work with Amazon Flex and involvement with Listen To The Kids. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Ryan Mullins is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Domino’s for two years. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Sarah Donnelly is a financial advisor at Edward Jones in Round Rock, TX, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2017, following prior roles at Keystaff INC and AT&T. Outside of advising, she is a co-owner of My Little Heart Organic Bakery, although the business is currently on hiatus. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.

Charles Cooper is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 34 years of industry experience. His prior experience includes twelve years with both Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as Treasurer for the Pedernales Hills Homeowners Association, a nonprofit community organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Jung is a financial advisor with Ameriprise based in Leander, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Jung serves on the Board of Directors for Bridge International Christian Academy and is involved as a Bible teacher and unpaid pastor at local religious organizations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Thomas is a CFP® and Series 66-credentialed financial advisor at Edward Jones in Round Rock, TX, with 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as Secretary/Treasurer for a local Business Network International chapter and is a Class B member of a car repair business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Shelley Hatley is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gregory Guillory is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and The Northern Trust Company. Guillory also has involvement with Cadence Bank. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a variety of management approaches.

Matthew Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Crossroads Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.