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.

Craig Stuart is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, 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, multi-asset model portfolios, and a structured alternative-investment program.

David Rodriguez is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. He is also president and CEO of Rodriguez Financial, Inc., a company focused on payroll, taxes, and expenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset allocation tools and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Manasa Motamarry is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab in 2021, she worked in roles at Saipadh Infotech, H&R Block Inc, SMK Consulting LLC, and Rush Enterprises Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and financial planning services.

Trammell Cooper is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2020. He previously worked at USAA Investment Management Company and USAA Financial Planning Services from 2008 to 2020. Cooper maintains a home-based business entity for tax purposes unrelated to his investment advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Georgina Kiss is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds a Series 66 license and is based in Austin, TX. Outside of her advisory work, she is involved in reselling clothing and shoes on Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ritchy Scoggin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Legg Mason Wood Walker, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daron Brockington is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Charles Schwab in 2019, he worked at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. Charles Schwab & Co., Inc. serves a large client base, 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, offering multi-asset model portfolios and alternative investment options.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and retirement income. He brings a client-first approach to financial planning, focusing on delivering personalized strategies that align with the unique goals and stories of individuals, families, and businesses. His work encompasses managing new wealth, liquidity management, philanthropic planning, portfolio management, and tax minimization. Mr. Cho holds a Bachelor of Science and Arts in Biochemistry as well as a Business Foundations Certificate from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is affiliated with professional organizations including Delta Tau Delta and Phi Chi Theta, and participates in community activities through the Austin Stone Community Church. Raised in Austin, Mr. Cho values strong community ties and family. Outside of his professional work, he enjoys fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family. His professional philosophy emphasizes clear guidance and partnership with clients to support their financial security through all life stages.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base of 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 a formal alternative-investment onboarding process.

Jeffrey Ferraris is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked with CUSO Financial Services and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Marwill is a CFP® professional with 32 years of experience in the financial industry. He has held roles at STIFEL since 2026, following prior positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves as a director with Texas Performing Arts and sits on the board of the Eanes Education Foundation. STIFEL serves a broad clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, Texas, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Darden Restaurants. 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.

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.