Christopher Wong is a Financial Consultant who partners with clients to develop a unique, holistic approach to help them navigate their financial goals. He focuses on helping clients build confidence through a better understanding of their finances, enabling them to concentrate on what is important to them rather than worrying about their future. He has experience as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2024 and served as a Financial Representative at Fidelity Investments from 2021 to 2023. Christopher holds a California Insurance License. Outside of his professional work, Christopher enjoys cooking and baking, fishing, fitness, swimming, and traveling.

Javier Chinchilla is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and eight years of industry experience. He has been with Charles Schwab since 2017 and Charles Schwab Bank SSB since 2021. Outside of advising, he manages a rental property in Leander, Texas. Charles Schwab 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 investment guidance via multi-asset model portfolios and alternative investment options.

Leilani Shortt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at First Allied Advisory Services and Efficient Wealth Management, as well as work at Texas A&M University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management options and research resources.

Eddie Rathburn II is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and was previously employed at Hardwood Design Company from 2009 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of more than 23,700 financial advisors.

Matthew Hollosy is a CFP® professional with 18 years of industry experience. He is currently with Charles Schwab in Austin, TX, where he has worked since 2020. His prior experience includes roles at USAA Investment Management Company and USAA Financial Planning Services. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal due diligence process for alternative investments.

Alice Rodriguez is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses, and bringing 19 years of industry experience. She has worked extensively within various Schwab entities since 2006, including Charles Schwab Trust Bank and Charles Schwab Premiere Bank. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Austen Salusbury is a financial advisor at Edward Jones based in Austin, TX, holding a Series 66 designation. He joined Edward Jones in 2026 following a 26-year career in the British Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Brett Korensky is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since June 1991. He specializes in serving high net worth families and business owners, focusing on personalized financial strategies that address both personal and corporate financial needs. His areas of expertise include high net worth advisory, corporate equity award management, alternative investment portfolio management, and post monetization strategies for business owners. Brett holds an undergraduate degree in Economics and Mathematics from Northern Illinois University, earned in 1991, and a Master of Business Administration from the University of Chicago Graduate School of Business, completed in 2000. He is also a Personal Investment Advisor (PIA). Brett tailors his advisory services based on clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He is involved in philanthropy as an advisory board member for Mainspring Schools in Austin, Texas, and supports other local non-profits in Austin and Denver, Colorado. Brett resides in Spicewood, Texas, with his three children, Olivia, Graham, and Kaiya.

Daniel Butcher is a Series 66 licensed financial advisor with six years of industry experience. He is currently with LPL Financial in Austin, TX, having previously worked at Edward Jones, Liberty National, and WP Engine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leyviana Smith is a financial advisor with Primerica Advisors in Cedar Park, TX, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 1996. Smith is also involved in sales of investment-related and other home products through affiliated companies and owns Spillane & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure.

John Spano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, Spano is an independent insurance agent and operates Spano Financial, LLC, a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Bradley Reeves is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, he operates a small aerial real estate photography business using drone technology. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers centralized custody and brokerage solutions.

Denver Childs is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at J.P. Morgan Securities, BBVA Wealth Solutions, Ameriprise Financial Services, and Regions Bank. He also serves as a financial advisor for Comerica Financial Advisors powered by Ameriprise Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Michael Sabra is a financial advisor with Ameriprise in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he shares responsibility for an office suite used by Ameriprise Franchisee advisors. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Todd Lively is a financial advisor with OSAIC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Fortis Investors, Inc. for over three decades and has operated as a self-employed professional since 1991. Outside of advising, he serves as president of Southwest Business Consultants, Inc., a company specializing in tax compliance, consulting, and IRS representation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and third-party solutions to offer tailored investment management and financial planning.

Rebecca Demartino is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is involved with DDM Marketing and Consulting, a for-profit LLC where she contributes administrative and operational support. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Denise Meraz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James & Associates. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Michael Cooke is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he has inherited royalties from several oil and gas interests. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Christopher Davenport is a financial advisor with Edward Jones in Pflugerville, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. In addition to his advisory role, he serves as a FINRA arbitrator in Chicago, acting as an industry-affiliated individual on an as-needed basis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment programs under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional services such as trust and securities-based lending.

Emmanuel Aguirre is a financial advisor at Charles Schwab in Austin, TX, with two years of industry experience. He previously worked at DoorDash for four years and at Thyme Matters for four years before joining Charles Schwab. He holds Series 63 and Series 66 designations. 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 and an established alternative investment platform.