Carson Shoemaker is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Coaches Insider and multiple engagements at the University of Northern Colorado. Charles Schwab 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 relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Lisa Thomas is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as a Senior Vice President. She has more than 34 years of experience in financial and wealth management advising individuals and families. Lisa joined Merrill's Austin office in 1991 after graduating from the University of Iowa. She offers a variety of services including retirement planning, investment management, domestic partner planning, wealth transfer, asset preservation, and education planning. Lisa employs a highly tailored process in working with clients by obtaining detailed information to understand their financial positions, establishing goals and objectives, recommending strategies, and regularly reviewing progress. Her primary focus is on creating wealth opportunities and making meaningful differences in her clients' lives. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Lisa volunteers at the Austin Waldorf School where her two sons attend. Her commitment to community involvement complements her professional work in wealth management.

Johnathan Baumann is a financial advisor with Primerica Advisors in Georgetown, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at Cobra Puma Golf for six years and held positions at Vertical Alliance Group and TravisMathew. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies developed by third-party asset managers and supports accounts with custodial services from Pershing.

Mark Spirk is a CFP®-certified financial advisor with 25 years of industry experience, currently with Raymond James & Associates. His prior roles include positions at Cuso Financial Services, University Federal Credit Union, and Vision Asset Management. He holds Series 65 and Series 63 licenses and is based in Austin, TX. Raymond James & Associates is a large 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 consulting with a range of portfolio management styles and affiliated research resources.

Jacob Luce is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at West Texas National Bank and various positions connected to Texas Tech University. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and integrated financial offerings.

Jeremiah Taylor is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018 and 2021, respectively, and has prior experience with BG Multifamily, the University of San Marcos, Amazon Fulfillment Center, and Texas State University. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and due diligence on alternative investments.

Rey Garza is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Charitable Gift Planners of Austin. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise Managed Accounts.

Joseph Croshaw is a financial advisor with MassMutual Investors Services in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously operated Croshaw Group LLC from 2013 to 2017. Outside of advising, he is involved in life, health, and property and casualty insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Melissa Moreno is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Wamu Investments, Inc., and she is currently a partner at Jetta Realty LLC, a business established to generate Airbnb rental income. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a process supported by centralized due diligence and a range of derivative and commodities capabilities.

Kinberly Urieta is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2008. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including retirement, education, risk, and wealth-transfer planning. The firm combines proprietary research and planning tools with a variety of product offerings and referral channels.

Steven Myers is Vice President and Financial Consultant at Fidelity Investments. In his current role, he provides tailored, holistic financial guidance that aligns with clients' personal goals and values. He has experience in investments, retirement planning, tax-efficient investing, and estate planning considerations. Steven has been with Fidelity Investments since 2021, serving first as a Financial Consultant before advancing to his current position in 2024. Prior to Fidelity, he worked as a Financial Advisor at Raymond James from 2020 to 2021 and as a Financial Service Professional at Charles Schwab from 2018 to 2020.

Rawley Farrell is a Series 66-credentialed financial advisor with Edward Jones in Round Rock, TX, bringing one year of industry experience. Prior to joining Edward Jones, Farrell worked in education with the Round Rock Independent School District and the Temple Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,700 advisors.

Sunita Sumair is a financial advisor at Charles Schwab with 8 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2017. Prior to joining Schwab, she was employed by the YMCA of Greater Houston. 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 models and offers a centralized operational structure supporting a large client base.

George Soulayrac is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Favorite Health Care Staffing and Thrivent Financial. Soulayrac was also involved with an online venture, Businex, LLC, which was never operational. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Owen Bybee IV is a financial advisor with Equitable Advisors in Austin, TX. He holds a Series 66 designation and has recently started his advisory career. Prior to joining Equitable Advisors, his background includes roles at Amarillo National Bank and BOC Bank, as well as experience during his studies at The University of Texas at Austin. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Meyers Jr. is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at VOYA Financial Advisors from 2014 to 2020 and has been associated with Crossroads Financial Services since 2011. 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.

James Austin is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Austin owns a retail and online store business based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside guidance from its Global Investment Committee.

Julie Almendral is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the Meadows Mental Health Policy Institute for seven years. Almendral has also been involved with the Texas Democrats and has experience as a self-employed consultant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Heyden is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at KeyBank and various non-financial positions, including at a golf course and in valet services, alongside completing full-time education until 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, supported by strategic multi-asset model portfolios and a formal process for alternative investment offerings.

Robert Brewer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 1994 to 2023. Brewer is also the sole proprietor of Tumbleweed 5 LLC, a property management business in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and various investment services.