Charles Cole is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice.

Andrew Mac Laren is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over three decades at Waddell & Reed, INC., and Protective Life/Insurance Specialty Services. Outside of advisory work, he is involved with the JJMACK Group LLC and the Micah 6 food pantry, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and utilizes both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Debbie Leach is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services using structured processes and firm-approved tools.

Stuart Bristow is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he held multiple positions at Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Stuart worked as an Account Executive at Fisher Investments during two periods, 2018 and 2019 to 2021, and also served as an Associate Vice President at Personal Capital in 2019. In his current role, Stuart focuses on providing clients with a sense of fulfillment and empowerment in their financial planning. He aims to understand and prioritize clients' goals to co-create a sound financial roadmap aligned with their objectives. Outside of his professional responsibilities, Stuart enjoys attending concerts, social events with friends, playing golf, and watching movies.

Christopher Wong is a Financial Consultant who partners with clients to develop a unique, holistic approach to help them navigate their financial goals. He focuses on helping clients build confidence through a better understanding of their finances, enabling them to concentrate on what is important to them rather than worrying about their future. He has experience as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2024 and served as a Financial Representative at Fidelity Investments from 2021 to 2023. Christopher holds a California Insurance License. Outside of his professional work, Christopher enjoys cooking and baking, fishing, fitness, swimming, and traveling.

Brett Korensky is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since June 1991. He specializes in serving high net worth families and business owners, focusing on personalized financial strategies that address both personal and corporate financial needs. His areas of expertise include high net worth advisory, corporate equity award management, alternative investment portfolio management, and post monetization strategies for business owners. Brett holds an undergraduate degree in Economics and Mathematics from Northern Illinois University, earned in 1991, and a Master of Business Administration from the University of Chicago Graduate School of Business, completed in 2000. He is also a Personal Investment Advisor (PIA). Brett tailors his advisory services based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He is involved in philanthropy as an advisory board member for Mainspring Schools in Austin, Texas, and supports other local non-profits in Austin and Denver, Colorado. Brett resides in Spicewood, Texas, with his three children, Olivia, Graham, and Kaiya.

Brett Laine is a PFS™ credentialed financial advisor with three years of industry experience, currently affiliated with Cetera in Austin, TX. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Advisory Services from 2022 to 2025. In addition to his advisory role, he is a member of Carpenter & Langford PLLC, an accounting and tax firm providing tax preparation, consulting, and IRS representation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party strategies across various program structures.

Leyviana Smith is a financial advisor with Primerica Advisors in Cedar Park, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 1996. Smith is also involved in sales of investment-related and other home products through affiliated companies and owns Spillane & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure.

John Spano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Spano is an independent insurance agent and operates Spano Financial, LLC, a financial services business. 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 advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Charles Grimes Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2012, including at Morgan Stanley Private Bank, National Association since 2015. Based in Austin, TX, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Michael Sabra is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he shares responsibility for an office suite used by Ameriprise Franchisee advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Brown is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with MML Investor Services and MassMutual Life Insurance Co since 2016. Brown serves as board treasurer for Independent Identity, a nonprofit that assists adults with autism by managing cash flow and budgeting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate settlement planning.

Todd Lively is a financial advisor with OSAIC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Fortis Investors, Inc. for over three decades and has operated as a self-employed professional since 1991. Outside of advising, he serves as president of Southwest Business Consultants, Inc., a company specializing in tax compliance, consulting, and IRS representation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and third-party solutions to offer tailored investment management and financial planning.

Rebecca Demartino is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 credential. She has been with Merrill since 2011. Outside of her advisory role, she is involved with DDM Marketing and Consulting, a for-profit LLC where she performs administrative and support duties. 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 diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Jason Sadeghbeigi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Citigroup, Bank of America, Merrill, and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured discovery tools and a range of investment products.

Logan Jackson is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 credential and beginning his advisor career in 2026. Prior to joining LPL Financial, he worked at Legends Bank, Signet Jewelers, Metro One Security, and Professional Security Consultants. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Joy Strickland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Annie Bao is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, having joined the firm in 2026. Prior to her current role, she held positions at several organizations including Sunrun, Beverly Hills Auto Brokers, and Duke University Cardiovascular Research Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

William Bruin is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. He has prior experience working with several professional soccer teams, including Austin FC, Seattle Sounders, and Houston Dynamo. Outside of his advisory role, he serves on the board of Pflugerville FC, a youth soccer club, where he assists with tournament registration and communications with families. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, and estate planning decisions.

Stephen Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent seven years with DFA Securities LLC and Dimensional Fund Advisors. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while managing conflicts through established policies and disclosures.