Arthur Zeitz is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kia Conwell is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and PFS Investments Inc since 2004. Outside of her advisory role, she is involved with Kyle Parks and Recreation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

John Ard is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1994 after graduating from Lamar University, he has accumulated over 26 years of experience in financial services, including several years in banking. John obtained the CERTIFIED FINANCIAL PLANNER® certification in 2006 and became a Portfolio Manager in the Merrill Investment Advisory program in 2009. In this role, he manages Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. John's practice focuses on various client areas including education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. His approach as a Merrill advisor is to connect all aspects of a client's financial life to help prioritize and pursue meaningful goals. He holds a Bachelor's Degree from Lamar University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, John is involved with the 100 Club of Central Texas, Austin Sunshine Camps, and the Young Men's Business League. His personal interests include adventure sports, cooking, music, spending time with his family, and traveling.

Teresa Finney is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Raymond James & Associates since 2011. She is also the co-managing manager and co-owner of 360 Shoal Creek Interests LLC, a business 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary planning supported by firm research and a broad range of portfolio management styles.

Jennie Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Investment Representative, and Service Support Specialist. Prior to joining Fidelity, she worked as a Client Service Specialist at Bank of America from 2005 to 2007. Jennie partners with her clients to develop lifelong financial plans that address their current and future needs as well as those of their families. She holds a California Insurance License, supporting her expertise in providing comprehensive financial consulting services.

Melanie Frank is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Next Financial Group, Inc. for 24 years before joining LPL Financial in 2025. Outside of advisory work, she is involved in Pride Disposal Systems LLC in Austin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research from LPL Research and third-party subadvisors.

Jeffrey Birk is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and University Federal Credit Union. He is also a licensed notary. 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 a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Naser Alzer is a CFP®-designated financial advisor with 22 years of industry experience, currently associated with LPL Financial since 2016. Prior to joining LPL, he worked at Capital One Investing for one year. In addition to his advisory role, he is the owner of Alzer's Barbeque in Cedar Park, TX. LPL Financial serves a wide range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network. The firm provides both discretionary and non-discretionary management and access to diverse investment strategies, supported by its research and technology resources.

Joshua Rocha is a CFP® professional with 12 years of industry experience, currently advising at Charles Schwab in Austin, TX. His prior roles include positions at USAA Financial Planning Services and Usaa Investment Management Company. 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 mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Daniel Azeredo is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes 14 years at Royal Alliance Associates, Inc. and 10 years at Anderson, Azeredo & Loice CPAs & Associates. Outside of his advisory role, he is president of Azeredo Financial Services, Inc. and operates a sole proprietorship providing business consulting, accounting services, and insurance. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios, while supporting various advisory platforms and third-party managed-account solutions.

Mark Fowler is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2009. Based in Austin, TX, Fowler serves clients primarily through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. provides services to a large client base of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. The firm integrates brokerage, custody, and advisory functions within its Schwab Wealth Advisory wrap fee program, utilizing multi-asset model portfolios and alternative investment options.

Linda Vogeley is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Caitlin Kornblum is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jennifer Vazquez is a financial advisor with Edward Jones in Round Rock, Texas, holding Series 63 and Series 66 credentials with two years of industry experience. She previously worked at Edward Jones from 2015 to 2019 and returned to the firm in 2024. Vazquez was a co-founder and president of JB Squared Logistics, LLC, a business entity that was formed but did not launch operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm is notable for its large national network of advisors and branches, as well as its integrated trust and securities lending capabilities.

Rachel Holland is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Caleb Parsons is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2019, he worked at Marriott Hotels for seven years. 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 large nationwide network of financial advisors and branch offices.

John Henderson Jr. is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based strategies managed by third-party asset managers.

Lisa David is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns a rental property in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and services, operating under a fiduciary standard.

Brooke Woodall is a financial advisor with LPL Financial, holding the Series 66 designation and based in Austin, TX. She has one year of industry experience and has previously worked at Northwestern Mutual and Baylor University in various roles related to financial wellness and admissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Ryan Galloway is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and totaling nine years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Outside of his advisory role, he is a property owner who leases real estate. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm is notable for its large scale, integrated service model, and multi-asset strategic investment approach.