David Rodriguez is a CFP® professional affiliated with OSAIC, based in Austin, TX, with 31 years of industry experience. He has worked at OSAIC since 2023 and previously held roles at Sagepoint Financial, Inc., OSAIC Services, Inc., Sunamerica Securities, Inc., and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is president and CEO of Rodriguez Financial, Inc., which handles payroll and tax services. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that features comprehensive financial planning, managed portfolios, retirement plan consulting, and third-party money manager programs. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and rebalancing, supporting discretionary and advisor-managed strategies across multiple custodial and legacy arrangements.

Manasa Motamarry is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. She has worked at Charles Schwab since 2021 and previously held roles at Saipadh Infotech, H&R Block Inc, and SMK Consulting LLC. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational systems.

Trammell Cooper is a CFP® professional at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2020, he worked at USAA in various investment and financial planning roles from 2008 to 2020. He also maintains a home-based wealth management business for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of investment strategies.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Georgina Kiss is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds a Series 66 license and is based in Austin, TX. Outside of her advisory work, she is involved in reselling clothing and shoes on Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ritchy Scoggin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Legg Mason Wood Walker, Inc. from 2001 to 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics and applying diversification principles and modern portfolio theory.

Daron Brockington is a financial advisor with Charles Schwab & Co., Inc. in Austin, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Charles Schwab since 2019, as well as positions at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. Charles Schwab 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investments within a highly integrated operational structure.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, liquidity management, and retirement income planning. His approach centers on personalized financial planning, investment management, and long-term financial security for individuals and families. Allen holds a Bachelor of Science and Arts in Biochemistry from the University of Texas at Austin, where he also completed a Business Foundations Certificate at the McCombs School of Business. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Allen is a member of the professional organizations Delta Tau Delta and Phi Chi Theta. He is involved in the Austin Stone Community Church and balances his professional life with personal interests such as fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Jeffrey Ferraris is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at University Federal Credit Union, Cuso Financial Services, and Wells Fargo. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Robert Marwill is a CFP® professional with 32 years of experience in the financial industry. He has held roles at STIFEL since 2026, following prior positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves as a director with Texas Performing Arts and sits on the board of the Eanes Education Foundation. STIFEL serves a broad clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a non-discretionary program where clients retain final decision-making authority.

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.

Spencer Staples is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Traffix Inc and Arrive Logistics. His background also includes four years at the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Gary Knight is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing advanced wealth management and financial strategies tailored to accomplished professionals, upper-management corporate executives, and owners of successful privately held companies, each with a minimum account size of $1 million. He focuses on developing long-term relationships, serving as a primary source of wealth management advice through regular reviews and goal-oriented planning that integrates all aspects of his clients’ financial lives. Gary’s expertise encompasses asset allocation and wealth preservation, integrative wealth management planning, investment consulting, tax minimization, estate planning, stock option analysis, concentrated stock strategies, lending and liability management, charitable planning, business valuation and succession planning, as well as executive retirement and deferred compensation strategies. He collaborates with a team of specialists to deliver goals-based, customized advice and disciplined investment approaches aimed at fulfilling his clients' unique financial circumstances. He earned his Bachelor of Business Administration from the University of Texas at Austin in 1990 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, along with credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Gary volunteers in his community and enjoys spending time with family and friends, as well as engaging in sailing, snow skiing, fly fishing, hiking, and exploring food and wine.

Mark Kaye is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at UBS Financial Services. 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, employing structured discovery processes and firm-approved tools to assist clients with their financial goals.

Ryan Guillen is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked for nine years at Deloitte Consulting LLP. He holds the Series 66 designation and is based in Austin, TX. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Littleton 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 in 2025, he worked at H-E-B Grocery Company for five years. 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 institutions.

Leslie Mcentire is a financial advisor at Morgan Stanley with 26 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.