Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work experience includes roles at Charles Schwab Bank, Costco Wholesale Corp., Boston Market Corp., and Ihop. 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 advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and due diligence on alternative investments.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 hybrid model including non-discretionary recommendations and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Zachary James is a financial advisor with Morgan Stanley in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at PIMCO Investments LLC for six years and held roles at NatAlliance Asset Management LLC, NatAlliance Securities LLC, and RBC Capital Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Bonnie Perkins is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Raymond James throughout her career, including a brief period as a homemaker. Raymond James & Associates, Inc. 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 comprising individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kelly Hamlet is a financial advisor with the Markoff Hamlet Group at Merrill Lynch Wealth Management. In her role, she and her team develop personalized wealth management strategies tailored to the needs and goals of their clients. Kelly's focus areas include corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports & entertainment. Kelly began her career in financial services in 2013 following her graduation from Florida State University with a bachelor's degree in finance. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, she maintains FINRA Series 7 and 66 registrations. Kelly lives in North Austin with her husband and twin boys. In her personal time, she enjoys reading, traveling, spending time with her family, and engaging in craft projects.

Jordon Jellison is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Jellison is also the owner of Jellison Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Eisenmenger is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise and its predecessor firms since 1994 and holds a Series 63 designation. Outside of his advisory role, he consults with financial advisors on practice transitions through Succession Path, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning and written recommendation reports focused on tax-aware withdrawal strategies and dependable income sources.

Trinity Penny is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2020, she spent eleven years engaged in homeschooling. In addition to advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, charitable, and corporate clients, delivering advisory services through a large network of advisors and relying on model-driven investment strategies managed by unaffiliated asset managers.

Meagan Recinos is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2008. Outside of her advisory work, she is involved in sourdough baking and teaches related classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Marcos Morales is a CFP®-designated financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012, previously working with Chase Investment Services Corp. from 2006 to 2012. 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. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Kelly Neely is a CFP® professional with 15 years of industry experience, currently working at Cetera since 2023. Prior to joining Cetera, Kelly held roles at Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Kelly is also involved with North Star Consultants, operating as an agent/broker in fixed insurance sales and providing financial services through North Star Consultants of Texas. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and consulting services, with a multi-manager platform that includes model and third-party managers, automated allocations, and bespoke strategies.

Hailey Whitt is a financial advisor at Edward Jones in Austin, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, Hailey worked for McLANE COMPANY, INC. from 2016 to 2021. Outside of her advisory role, she is involved as a Beachbody Coach, supporting health and fitness efforts among friends and family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

John Elder is a financial advisor at Equitable Advisors in Austin, TX, holding a Series 66 designation with nine years of industry experience. His career includes roles at Equitable Advisors since 2017 and AXA Advisors, LLC from 2017 to 2020, as well as experience at Expert Relocation Systems and the University of Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment programs without sponsoring its own wrap fee program.

Arthur Zeitz is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, he spent 20 years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and portfolio management resources.

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.