Stuart Bristow is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he held multiple positions at Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Stuart worked as an Account Executive at Fisher Investments during two periods, 2018 and 2019 to 2021, and also served as an Associate Vice President at Personal Capital in 2019. In his current role, Stuart focuses on providing clients with a sense of fulfillment and empowerment in their financial planning. He aims to understand and prioritize clients' goals to co-create a sound financial roadmap aligned with their objectives. Outside of his professional responsibilities, Stuart enjoys attending concerts, social events with friends, playing golf, and watching movies.

John Lukes II is a financial advisor at Charles Schwab with 21 years of industry experience. He has held his current position at Charles Schwab since 2009. Outside of his advisory role, he is starting a consumer packaged goods business focused on soap manufacturing and sales through online platforms and local markets. 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 discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

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.

John Gruetzmacher is an advisor with LPL Financial based in Austin, TX. He holds the Series 66 credential and began his advisory career in 2025. Prior to his role at LPL Financial, he worked in the restaurant industry with positions at Mastro's Restaurants and Olive Garden, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering both discretionary and non-discretionary strategies alongside various institutional platforms.

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.

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.

Tanner Crum is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial, he worked at Charles Schwab & Co., Inc. and has experience in retail and service roles at various companies including Fat Quarter Shop. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Butcher is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 license and six years of industry experience. His prior roles include positions at Edward Jones, Liberty National, and WP Engine. 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, including financial planning and access to third-party asset management, supported by a broad platform of investment strategies and operational tools.

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 who holds Series 63 and Series 66 registrations and has 25 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, he works as an independent insurance agent and operates his own financial services firm, Spano Financial, LLC, in Cedar Park, TX. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary account management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

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 at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fortis Investors, Inc. since 1993. Outside of his advisory role, he is president of Southwest Business Consultants, Inc., a firm specializing in tax compliance, consulting, and litigation support. OSAIC Wealth serves a diverse group of clients including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services supported by a model-based investment process and operates through a multi-advisor platform that integrates various affiliated entities and third-party managers.

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 credential and 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2008 before joining Wells Fargo Clearing in 2016. Outside of advising, he has ownership interests in several oil and gas royalty enterprises. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research and analytics from Wells Fargo Investment Institute.

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.