Andus Chan is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at Reliant Business Valuation, Merck, Morgan Stanley, and Dick's Sporting Goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with clients retaining final decision-making authority.

Mariah Horn is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Kestra Financial Services in various roles since 2003. Outside of her advisory work, she serves as Treasurer for the Vista Ridge High School Track Booster Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage services.

Stephanie Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank, N.A. since 2015 and joined Wells Fargo Clearing in 2026. Prior to her financial industry work, she held positions at Olive Garden and Logan's Roadhouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Collin Clark is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining LPL Financial in 2025, he worked at U.S. Capital Wealth Advisors, LLC and USCA Securities LLC. He serves as a board member of Elgin Municipal Utility District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.

Carol White is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has been with JPMorgan Chase and its affiliates since 1983. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supporting clients who retain final decision-making authority.

John Berger is a financial advisor with Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of financial advisors and branch offices.

Mason Richard is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2024 and Charles Schwab Bank since 2026. Outside of his financial career, he owns 138m LLC, which operates a small leather goods ecommerce business and arbitrage activities. 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 a combination of non-discretionary and discretionary investment guidance through multi-asset model portfolios and has a large-scale integrated operational structure.

Ryan Gerdts is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and nine years of industry experience. His prior work includes two years at Wells Fargo Clearing before joining Raymond James in 2018. Outside of advising, he owns a wine consulting business, In Vino Veritas Consulting. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jennifer Murphy is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as trustee and co-manager for family limited partnerships involved in estate planning. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Hunter Cowley is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2021, with prior experience at Equitable Advisors and in academic roles at Brigham Young University. Outside of financial services, he has been involved in managing non-agent real estate holdings. Charles Schwab serves a large client base that primarily includes high- and ultra-high-net-worth individuals, offering a mix of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory program, which combines non-discretionary guidance with access to discretionary managed accounts and alternative investments.

Zachary Roberts is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Fidelity Investments. Outside of finance, he has entrepreneurial experience with Apex Water and Freeze Protection, LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s approach includes both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Jennifer Miller is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory work, Miller serves as a board member for KLRU-TV, Austin PBS, dedicating approximately eight hours per month to this role. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Strackman is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America and Santander Bank before joining Schwab. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeffrey Frederickson is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at UBS since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Sydney Michna is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and RRISD. Outside of her advisory role, she serves as Operations Director at Sparkman Wealth Management in Austin, TX. 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 consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Shaan Niazi is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience in the industry. His prior work includes roles at Kearney, Cain and Abels, and AI Himmah Capital, as well as teaching experience at the University of Texas at Austin and Jumeirah College in Dubai. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party programs to deliver tailored investment solutions without sponsoring its own wrap fee program.

Alyssa Dewendt is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2012. Based in Austin, TX, her career at Schwab spans 14 years. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Ashton Roane is a financial advisor at LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining LPL Financial in 2025, Roane worked at Cohnreznick for four years and was involved in entrepreneurial ventures, including Fabians Latin Flavors and Dizzy Rooster. 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 range of advisory and brokerage services featuring financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Stephens is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Trinity Wealth Securities and Florida Financial Advisors/Texas Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making in a non-discretionary program.

Kelli Kurachi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining the financial sector, she spent over 18 years in healthcare, including roles at Allergy Partners of Texas and Central Texas Allergy & Asthma Center. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach, providing access to third-party asset managers and various financial planning services.