Jeffrey Mc Crary is a financial advisor with Mass Mutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Mass Mutual in 2023, he spent over a decade at St. Andrew's Episcopal School. He also serves as a trustee managing a family trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools.

Julie Leggett is a financial advisor at LPL Financial with 24 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at Kestra Financial Services from 2016 to 2018. She holds Series 63 and Series 66 registrations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management.

Matthew Johnson is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include 15 years at Waddell & Reed, Inc. and various insurance carriers, and he is also involved with Jjmack Group, LLC, a business entity for tax and investment purposes. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Reisen is a financial advisor at Edward Jones in Bee Cave, TX, holding a Series 66 designation and having two years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed for seven years and held positions at TrendKite and Indeed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nicholas Vorauer is a CFP® and holds a Series 66 license with Edward Jones in Austin, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of advising, he manages a rental property in Austin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Erin Dougherty is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2022, following eight years at Tdameritrade, Inc. Outside of finance, she teaches dance through meetup.com in Austin, TX. 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 a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Tiffany Contreras is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2013 and 2014 respectively. 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 including individuals, high-net-worth clients, and institutional accounts. The firm integrates with Bank of America’s corporate platform, providing access to a broad range of products and services.

Trenton Fisher is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Merrill before joining Morgan Stanley Smith Barney LLC, where he has worked for three years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

John Zeuner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, he works as an independent contractor for Hanvey Financial in Austin, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

Judson Whigham is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and three years of industry experience. He has prior experience at Edward Jones and has been involved in managing family-owned ranches, farmland, wind royalties, and private investments through W&G Ventures LTD since 2019. Outside of advisory work, he co-CEOs a coin-operated laundromat business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through a non-discretionary model, offering firm-sponsored wrap fee programs, institutional consulting, and municipal finance services.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hunter Lively is a financial advisor with Osaic Wealth Inc. in Austin, TX. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Osaic, he worked at Southwest Business Consultants and Grant Thornton LLC, and has experience in both consulting and corporate environments. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of investment advisory and brokerage services, utilizing sophisticated asset-allocation tools and multiple third-party platforms to deliver customized portfolio solutions.

Carter Rowles is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 20 years with Equitable Advisors and 15 years with AXA Advisors. Outside of his advisory role, he serves as a treasurer for a local homeowners association and is a trip leader for a community ski group. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, and offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to deliver advisory and brokerage solutions.

Angeline Krylo is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Outside of her advisory role, she is a member partner of Four Kings Stables LLC, which involves horse boarding. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and financial planning services through an integrated wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by multi-asset strategic portfolios and alternative investment due diligence.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Jayden Hutchings is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked in various roles including training and compliance, retail, and education. Outside of finance, he owns and oversees operations for a security and surveillance business as well as a wholesale trade/import-export company. 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 mix of non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Silas Um is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and two years of industry experience. His background includes positions at BNY Mellon and prior work in the restaurant industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and third-party managers to deliver its advisory and brokerage solutions.

Sarah Mills is a Series 66-credentialed financial advisor with Merrill in Austin, TX, and has 10 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.