Byron Logan is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously worked at Regal Beloit of America for over four decades. In addition to his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and uses model-driven investment strategies supported by third-party asset managers and custodians.

Jose Avelar Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank, Merrill, Bank of America, and UFCU. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Curtis Cuccia is a Financial Advisor at Merrill Lynch Wealth Management. He serves as a relationship-first, active wealth manager, recommending financial and investment solutions closely aligned with the personal and business goals of his clients. Curtis partners with small businesses, professionals, and select families, delivering comprehensive and personalized analyses to support effective life planning. Before joining Merrill Lynch, Curtis spent nearly a decade in personal accounting, wealth management, and life insurance. This experience provides him with an extensive understanding of the unique challenges clients face, enabling him to connect with their personal concerns. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Curtis holds a Bachelor's degree in Accounting from Southwestern University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional responsibilities, Curtis enjoys baseball, basketball, billiards, chess, cooking, football, golfing, hunting, skiing, and spending time with his family.

Anita Hawks is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. for nine years and has held a role at MassMutual Life Insurance since 2016. In addition to her advisory work, she teaches CFP certification classes in Austin, TX. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-assisted planning methods and provides a range of investment and event-driven planning solutions.

David Rust is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Banc One Securities Corporation, and Comerica Securities. Outside of his advisory work, he is involved in publishing and promotion through SWC Publishing. 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 financial planning and investment management services through a large network of advisors, combining proprietary research and third-party strategies across various portfolio types.

Carly Jenkins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and five years of industry experience. She is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, Jenkins serves on the executive committee of the Austin LGBT Chamber of Commerce as Treasurer, overseeing financial matters and taxation. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services 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.

Alexandra Smith is a CFP®-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Austin, TX. Prior to joining Edward Jones, she held various roles in retail and styling sectors, including a position as a junior personal stylist managing virtual clients at Forever Styled. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and integrated capabilities beyond traditional advisory services.

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Huong Vo is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, Huong operated her own advisory business and worked at Waddell & Reed, Inc. and Ameriprise. She is also involved in insurance sales and owns a real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. Charles Schwab & Co., Inc. 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 and discretionary investment management with centralized custody and operational support.

Patrick Gibbons is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for 15 years, as well as Edward Jones for three years. Gibbons serves as a board member of the Travis Country Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through both proprietary and third-party investment strategies.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He also operates Wayt Financial, which he has been associated with since 1998. Outside of his advisory work, he serves as a committee member for the TED Council, a biotech organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial services through independent Financial Professionals, employing various investment strategies and platform arrangements tailored to client needs.

Stephen Hanvey is a financial advisor at Raymond James Financial in Austin, TX, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1996, including running Hanvey Financial from 1996 to 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and modeling tools to support client goals and is noted for its municipal advisory affiliation and specialized consulting programs.

Jared Fergason is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he has worked in various roles including positions at Chic-Fil-A, Texas Tech University, and Victory Life Church. Charles Schwab & Co., Inc. serves a large client base, 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, offering multi-asset model portfolios and alternative investment options.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as entrepreneurial experience with Handwaxandwash, LLC. 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 affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Merrill and Wells Fargo, with multiple roles spanning both advisory and banking functions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Jackline Rollins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Outside of her advisory role, she is engaged in a crafting business that involves customizing and selling items such as baby blankets, shirts, and holiday decorations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services including asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.