Emily Cuba is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over eighteen years, advancing through roles such as Investment Consultant, Planning Consultant, and Senior Relationship Manager before her current position. Throughout her career, Emily has gained extensive experience in assisting clients with investment planning and financial decision-making. She focuses on leveraging her knowledge and client experience to help individuals work toward their unique financial goals with confidence. Outside of her professional work, Emily enjoys activities such as cooking and baking, spending time with family, engaging in outdoor adventures, reading, and traveling.

Corinne Yelle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial from 2014 to 2019. Outside of her advisory role, she works as a fitness instructor at Orangetheory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.

Melanie Dohrman is a CFP®-certified financial advisor with 18 years of industry experience, currently associated with LPL Financial. She has held prior roles at SPC, Sigma Financial Corporation, Chase Investment Services Corp., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Federico Mota is a Financial Consultant at Fidelity Investments. He specializes in collaborating with clients to develop and implement financial plans that align with their short-term and long-term goals, supporting them in pursuing financial wellness. Federico has held several positions at Fidelity Investments since 2021, including Investment Consultant, Workplace Planning Consultant, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Senior Financial Solutions Consultant at BBVA from 2019 to 2021. Outside of his professional work, Federico has interests in fitness, food, music, skiing, and traveling.

Richard Coleman Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Merrill since 1996 and concurrently associated with Bank of America, N.A. since 2009. 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 institutional investors.

Gideon Derr is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2007 and also has a long tenure with JPMorgan Chase Bank, N.A. dating back to 2000. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process is supported by centralized due diligence that combines quantitative and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Sebastian Mencia is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc., as well as positions outside the industry such as at Eikona Technologies and Uber/Doordash. He also receives interest income from staking cryptocurrency through MetaMask. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients with a comprehensive wealth advisory wrap fee program and managed-account services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

William Harless is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and four years of industry experience. His professional background includes roles at US Tech Solutions Inc, Wells Fargo Clearing Services LLC, and a prior position at Virginia Tech. Outside of finance, he has worked in the food service industry at Sharkey's Rib and Wing Joint. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Andrew Norwine is a financial advisor at Charles Schwab with 11 years of industry experience. He has held his current role at Charles Schwab since 2014. Norwine holds the Series 66 designation and is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Leslie Tyler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. Prior to joining Wells Fargo in 2016, Tyler worked for Prudential Equity Group, LLC from 1997 to 2003. Tyler is licensed to practice law in California, though this activity is currently inactive. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Zachary Champine is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX. He began his career with the firm in 2025 and has prior experience in various roles including administration of his father's estate. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, offering a range of advisory programs and third-party manager referrals.

Jose Cervantes Sanchez is a financial advisor at Wells Fargo Clearing in Austin, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Wells Fargo Bank and Fred Loya Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Dollive is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 41 years of industry experience, including longstanding roles at Cambridge-affiliated firms since 1996. Outside of his advisory work, he serves as Treasurer of the Shanti Children’s Foundation. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through various platforms and model strategies.

Edgardo Rey is a CFP®-designated financial advisor with six years of industry experience. He is currently with LPL Financial in Austin, TX, and previously worked at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Prudential Investment Management Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a platform that supports both discretionary and non-discretionary strategies.

Marshall Owens is a financial advisor at Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank SSB since 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers an integrated structure that includes custody, brokerage, and cash-sweep services.

Cameron Edenfield is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Charles Schwab, Cameron held various roles in the hospitality and education sectors. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated approach combining advisory, brokerage, custody, and cash-sweep services.

Ross Hufstedler is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role, he held multiple positions at HEB Grocery Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with brokerage, custody, and cash-sweep services within an integrated operational structure.

Ryan Sanker is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Charles Schwab and Charles Schwab Bank since 2022. His background also includes roles outside of finance, such as staffing and service positions with Hill Country Event Staffing and DoorDash. 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Daniel Mendoza is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Charles Schwab since 2009. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and operational support.

Brendan Jones Williams is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked briefly at Charles Schwab and has academic experience from Columbia University. He has also been involved with College Possible, a nonprofit organization, during his career. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, combining internal and third-party management with tactical asset allocation and tax-aware options.