Joel Pezzano is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Pezzano also manages Pezzano Investment Management LLC as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Armando Tamez is a financial advisor with Charles Schwab and Co., Inc. in Austin, TX. He holds the ChFC® designation and Series 63 and 66 licenses, and has six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior positions in education and manufacturing. 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 models with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options through a centralized platform.

Jefferson Schaefer is a financial advisor with Cambridge Investment Research Advisors in Pflugerville, TX. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked with Texas All-Star Cheer and Dance and Pflugerville ISD, and served with the Pflugerville Police Department. Outside of advising, he is also an independent insurance agent and provides portfolio consulting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals who tailor strategies using both proprietary and third-party model solutions across multiple platform arrangements.

Aljair Pimentel is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Uber Eats, AlphaSights, and the University of Texas at Austin. He owns a tax preparation business operating alongside his advisory role. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment solutions.

John Murphy is a CFP® with 26 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Georgetown, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michalyn Porter is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Waqar Meyer is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at First Allied Securities, Austin Wealth Management, and Bayshore Mortgage Funding. Outside of his advisory work, Meyer is involved in mortgage services and works as a nutritional coach. 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 wide range of financial planning and investment management services supported by both in-house and third-party strategies, leveraging technology for operational and research support.

Hassan Ali is a financial advisor with LPL Financial in Round Rock, TX, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2002 and previously at UBS Financial Services from 1999 to 2002. 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 advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Lindsey Cole is a CFP®-designated financial advisor with three years of industry experience. She is currently with LPL Financial and has previously worked at Kestra Advisory Services LLC and Ironclad Strategies LLC. Before entering financial advising, she held positions at Carillon Senior Living and Red Robin. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Stoehr is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Newchip Accelerator, Crooer Inc., and Stoehr Companies, Inc. Equitable Advisors provides financial planning and retirement plan consulting to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Jeffery Nitsche is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and 66 licenses and has worked at Charles Schwab Bank, SSB since 2021, in addition to his ongoing role at Charles Schwab starting in 2007. Outside of finance, he has worked as a farm hand involved in livestock care and property maintenance. Charles Schwab & Co., Inc. 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 offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Jennifer Harrington is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. In addition to her advisory role, she serves as a power of attorney for her grandfather. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Dawson Groch is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Oracle NetSuite, JCrew, Kestra Financial, and held teaching positions at several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory, brokerage, and retirement planning services through a large network of investment adviser representatives.

Mark Macumber is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial LLC and Kestra Financial Services, Inc. Merrill, along 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aidan Sowry is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, he held roles at several firms including Streetwise Retail Advisors and National Financial Alliance. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Bronwyn Swartz is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2018, she worked at Redsky Renewable Solutions and Leander ISD. She also owns a retail business, She's Just B, creating handmade leather and resin earrings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jordan Kopelman is a Series 66-credentialed financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Lakeway, TX. His prior work includes roles at Wells Fargo & Co., Edward Jones, and previous tenures at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. He serves on the board of directors for a janitorial supply business owned by his family, although he does not participate in its operations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kestrel Carson is a financial advisor with Charles Schwab & Co., Inc. based in Austin, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Charles Schwab in 2020, Kestrel worked at ExtendMY Team, Roberts Half, and Stitch Fix. Charles Schwab serves a large client base primarily consisting 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 SMAs, delivering investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Nicholas Constable is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Charles Schwab in Austin, TX, where he has worked since 2020 following prior roles at NYLIFE Securities LLC, New York Life Insurance Co., and Edward Jones. 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 related managed accounts. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment process.