John Thrower is a financial advisor with Ameriprise in Lakeway, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Guthrie is a CFP® professional with 23 years of experience in the financial services industry. He currently works with LPL Financial and has a long tenure at University Federal Credit Union, where he has been involved since 2004. Guthrie also held a position at CUSO Financial Services, LP for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Courtney Walker is a financial advisor with LPL Financial in Austin, TX, holding CFP® and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Walker spent over a decade at JP Morgan Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Gabriel Delgado Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at Modern Woodman of America/NWA Financial for four years. Outside of finance, he was involved in Delgado Restorations for over two decades. 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. The firm applies an ESG eligibility framework when recommending strategies and delivers services on a non-discretionary basis.

Elijah Hall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Kestra Investment Services, JPMorgan Chase Bank, and Northwestern Mutual. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing collaborative, goal-based strategies that generally recommend investment categories rather than specific products.

Matthew Sugg is a financial advisor at LPL Financial in Austin, TX, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Donna Lopez is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. since 2003. Outside of her advisory role, she is an independent contractor for Avon Products Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Vaughn is a financial advisor with LPL Financial based in Austin, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. His prior background includes experience in real estate services, technology, and property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Joyce Dormady is a CFP® professional with 48 years of experience in the financial industry, currently advising clients at Osaic Wealth, Inc. since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Dormady operates Dormady Financial LLC, which handles tax-related matters for her advisory activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Kuruvila Mani is a CFP® and ChFC® with over 22 years of experience in the financial services industry. He is currently with Cetera, having joined in 2021, and previously worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Mani serves in leadership positions within the Boy Scouts of America, including as Council Commissioner for the Capitol Area Council. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, featuring multi-manager platform options and a variety of program structures.

Guillermo Lopez is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career as a financial advisor in 2016, he has worked with clients to define their priorities and pursue individual and business goals through tailored wealth strategies. Guillermo focuses on building personal relationships with clients to support their legacy and help navigate the fluctuations of life and markets. He holds a bachelor's degree in finance from Texas Tech University and carries several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Guillermo assists families and small businesses with wealth management strategies, retirement planning, investment strategies, and tax minimization. Originally from Los Angeles and raised in El Paso, Guillermo relocated to Austin in 2024 with his wife Ana to start their family. He is committed to community involvement and participates in local volunteer organizations. His personal interests include basketball, golfing, reading, running, tennis, traveling, watching movies, and writing.

Travis Sparkman is a financial advisor with Raymond James Financial in Austin, TX, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Raymond James, he worked at LPL Financial for seven years and Keller Williams Realty for six years. He is also the CEO of Sparkman Wealth Management, where he leads a wealth management team and oversees financial planning and investment advising. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions supported by comprehensive risk-based reviews and institutional resources.

Andrew Fraser is a financial advisor with LPL Financial who holds a Series 66 designation and has 10 years of industry experience. He has been associated with LPL Financial since 2016 and also operates Martin Wealth Management. In addition to his advisory work, Fraser is a commissioned Notary Public in Austin, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by LPL Research and third-party resources.

Felicia Watson is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. Her prior work includes six years at TD Ameritrade and roles at Charles Schwab since 2016. 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 offers both non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and maintains a large-scale, integrated client service platform.

Trae Schultz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, Schultz worked as a Financial Advisor at Morgan Stanley, Waddell and Reed, and Merrill Lynch from 2008 to 2011. In his current role, Schultz partners with clients to design and implement financial plans focused on retirement. He emphasizes building relationships and continually monitoring clients' financial blueprints to aim towards their long-term goals.

Hudson Murphy is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Charles Schwab & Co., Inc. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Leslie Mangaccat is a financial advisor with Cetera, holding a Series 66 designation and bringing 28 years of industry experience. Prior to joining Cetera in 2023, Leslie worked at Voya Financial Advisors from 2014 to 2021 and has been associated with Cetera Wealth Services, LLC since 2021. Leslie is also involved with Himelick Financial Group, where she assists with planning, rebalancing, and portfolio analysis. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers and a wide range of program options.

Timothy Bicknase is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. 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 23,700 financial advisors.

Daniel Josey is the Branch Leader at Fidelity Investments in Austin, where he leads a team of financial professionals providing service and planning. He has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Business Analyst, Client Service Team Lead, and Investment Solutions Representative. Daniel holds an Arkansas Insurance License. Outside of work, he enjoys board games, camping, hiking, outdoor adventures, parenthood, and reading.

David Andrus is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Barton Creek Investment Advisors since 2012 and has operated Andrus Investment Management, Inc. since 1998. Outside of financial advising, he manages two mineral royalty interest businesses, DWA Minerals, LLC and ELE Energy, LLC. Barton Creek Investment Advisors is an independent firm based in Austin, TX.