Temilola Morohunfola is a financial advisor at Equitable Advisors based in Austin, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Morohunfola worked at Charles Schwab and has held various roles including positions in education and engineering. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a range of investment options and third-party advisory programs.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.

Rachel Cassidy is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and previously spent 10 years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Jack Sutton Jr. is a financial advisor with Edward Jones in Elgin, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones and associated with Motorola through Manpower since 1999. 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 network of financial advisors and branch offices across the nation.

Connie Shen is a financial advisor with Wells Fargo Clearing in Austin, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at Charles Schwab and JPMorgan Chase before joining Wells Fargo. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julian Morrison is a financial advisor at Charles Schwab & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities LLC. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts.

Arthur Lopez is a financial advisor with Cetera based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes tenures at JP Morgan, Wells Fargo, Merrill, and several credit unions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program options and model portfolios managed both internally and by third parties.

Roy Springer is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Caryn Corley Mccaskill is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Kestra Advisory Services, and Espira Wealth Management. Outside of financial advising, she owns Blue Suede Photography and operates a meetup group for women called Holding Spaces. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors, featuring a multi-manager platform and diverse program options.

Cameron Byrne is a CFP®-certified financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and possessing three years of industry experience. Prior to his current role, he has worked at Charles Schwab Bank SSB, Mass Mutual Texas Gulf Coast, and has experience outside the financial sector in roles such as at Academy Sports and Outdoors and H-E-B, LP. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Center for Financial Research.

David Davis is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FSC Securities Corp and H. Beck, Inc. Outside of advising, he teaches Brazilian Jiu Jitsu classes in Austin, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Jason Florey is a CFP® professional with 35 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at New York Life and Waddell & Reed, Inc. He is also involved with the Estate Planning Council of Central Texas and operates JJMACK Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Patrick Parker is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designations of Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and Personal Investment Advisor (PIA). Patrick earned his Bachelor's Degree from the Texas State University System. With over a decade of experience in the financial services industry, Patrick assists clients in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, investment strategy, and tax minimization. His approach emphasizes understanding clients' unique goals and circumstances to provide tailored strategies that help them pursue their financial objectives. Outside of his professional work, Patrick enjoys spending time with his family and two huskies, playing golf, traveling to experience different parts of the world, camping, cooking, football, hiking, ice hockey, music, and reading.

Kelly Dodd is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 66 designation and has worked with multiple Charles Schwab entities since 2015, currently based in Austin, TX. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Joel Yun is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and RJ Ventures, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Alex Scarbrough is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has over 30 years of experience in the financial industry, working closely with clients to provide tailored investment and financial guidance based on their unique financial situations. Prior to his current role, Alex served as Vice President - Senior Advisor at BNY Mellon Wealth Management from 2004 to 2006. He also held the position of Vice President Institutional Fixed Income at Sterne Agee & Leach, Inc. between 2002 and 2004. Earlier in his career, he was a Senior Financial Consultant at Merrill Lynch Wealth Management from 1997 to 2002 and an Investment Broker at Blair & Co. from 1995 to 1997.

Tanu Mehta is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Prior to joining J.P. Morgan in 2026, Mehta worked at Bank of America/Merrill Lynch for 12 years. Mehta serves as a FINRA arbitrator, dedicating time to arbitration hearings within the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by systematic quantitative screens and qualitative research, offering solutions that may include ESG considerations and broader derivatives capabilities.

Kimberly Banesse is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameriprise in various capacities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning for clients approaching or in retirement.

Lethe Burns is a Series 66-licensed financial advisor at Ameriprise with 24 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2004. Outside of her advisory role, Burns serves on the Board of Directors for the Texas Society Daughters of the American Revolution and holds several leadership and committee positions in local scouting organizations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 tailored planning, with an emphasis on assets held in Ameriprise managed accounts.

Jacob Khong is a financial advisor with Fidelity Investments based in Austin, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Fidelity, he held positions in various industries including logistics, retail, and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its roles as a commodity pool operator and advisor to multiple registered investment companies.