Sydney Moore is a financial advisor with LPL Financial based in Austin, TX, holding a Series 66 license and beginning their advisory career in 2026. Prior to joining LPL Financial, Sydney gained experience in various roles including positions at Free People, Cowboys Fit, and First Texas National Bank. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Matthew Needham is a financial advisor with LPL Financial in Austin, Texas, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work history includes roles at Fidelity Brokerage Services LLC and Mulinix Goerke and Meyer 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 financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive advisory resources and technology tools.

Kristina Ivey is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, following earlier work at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Roman Coronado III is a financial advisor at Merrill with six years of industry experience and holds the Series 66 credential. He has been with Merrill and Bank of America, N.A. since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Raegan Holland is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab in 2018, Raegan worked at several firms including Ragged Island and Lemon & Line. Outside of finance, Raegan’s background includes roles in the hospitality and sports sectors. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational support.

Ani Rice is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and having two years of industry experience. Prior to joining Raymond James, she worked at Charles Schwab and has been involved with Ciani Thomas Financial since 2025. Rice has also worked in roles outside finance, including positions at CycleBar and the Office of Inspector General, as well as in education at the University of Texas at Austin and Regents School of Austin. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor and a SIMPLE IRA Employer Advisory program.

Spencer Corzine is a CFP® with 28 years of industry experience, currently serving at OSAIC since 2024. He has previously worked at Anderson Van Horne Associates and Securities America Advisors, Inc. Outside of his advisory work, Corzine is the owner and CEO of a land development LLC involved in recreational property development and operates a related YouTube channel. Osaic Wealth serves a diverse client base including retail and institutional investors, offering comprehensive financial planning, advisory services, and retirement plan consulting through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers discretionary and third-party managed strategies.

Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Deanna Beatrice is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. She worked at Marriott International for 17 years prior to joining Charles Schwab in 2020. Outside of advising, she works as a personal shopper for Instacart and a delivery driver for Amazon Flex. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment offering.

Michael Conroy is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated Charles Schwab Bank since 2015 and 2020, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers centralized supervisory, custody, and order-routing arrangements.

Donna Chimera is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Chimera holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Michael Chamberlain is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. His prior work includes roles at Charles Schwab Bank, The Judge Group, Gallup, and various other positions, as well as several periods of full-time education. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Todd Holubec is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Georgetown, TX. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports tailored to clients’ financial situations.

Aspen Noack is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, Aspen worked at Equitable Advisors, LLC and has held positions in various industries including hospitality and consumer products. 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 financial planning and investment management services through a large network of advisors and employs diverse strategies supported by advanced operational and research tools.

Frank Penn is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Penn is the CEO of FWPGP, Inc., a business involved in non-investment activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and municipal advisory services.

David Reyes III is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked in education for Round Rock ISD and Leander ISD and has been self-employed as a music instructor. Outside of finance, he teaches private music lessons in Pflugerville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment options under a fiduciary standard.

Surani Sirisena is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He has been with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools along with the Global Investment Committee’s projections to support its financial plans.

Aaron Sotak is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he teaches courses to senior citizens at the University of Minnesota Duluth and volunteers as a teacher at the University of Texas. He also serves on the board of the Circle C Child Development Center in Austin. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

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.