Elizabeth Geesin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she is an independent wine consultant and owns Bluestone Cellars LLC, a wine-related business based in Austin, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Zachary Feehan is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, Jet Propulsion Laboratory, and various periods focused on full-time education. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Becca Brocato is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in personalized wealth management strategies. She works closely with clients to develop flexible financial plans tailored to their individual goals, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America. Her client focus areas include college education planning, family wealth management, retirement planning, and strategies for managing new wealth and special needs planning. Since beginning her career in financial services in 1995, Becca has combined her expertise in finance and human resources to guide clients through wealth planning in a clear and comfortable way. She is the founder of OAKS Wealth Management Group and holds a Personal Investment Advisor (PIA) designation. Becca earned her Bachelor of Business Administration in Finance from the University of Texas at Austin and her Master of Business Administration from Harvard University. A native Texan, Becca is involved in her community through roles such as National Charity League volunteer and University of Texas AEPhi Advisor. Outside of her professional life, she enjoys football, reading, traveling, and spending time with her family.

Mark Penny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses an independent due-diligence process to select asset managers and employs a tiered wrap fee structure.

William Everly is a CFP®-credentialed financial advisor with Ameriprise in Cedar Park, TX, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Clare Grabarkewitz is a financial advisor at Edward Jones in Lago Vista, TX, holding a Series 66 designation with six years of industry experience. Her career includes multiple roles at Edward Jones since 2018 and positions at Insurance Planners & Advisors Group Inc and Tarleton State University. Outside of advising, she manages a short-term rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

George Henry is a CFP® with 38 years of experience in the financial services industry, currently serving as an advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Outside of his advisory role, he is involved in real estate management through a business ownership in Austin, TX. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ryan Behrens is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has nine years of industry experience. He previously worked at TD Ameritrade before joining Charles Schwab Bank and Charles Schwab & Co., Inc. There are no additional notable outside activities reported. 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 and discretionary investment guidance, leveraging multi-asset model portfolios and alternative investment options, supported by Schwab’s centralized operational structure and extensive client base.

Chad Masters is a financial advisor with Charles Schwab holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as positions with Randstad - Vanguard Group and Modis - Charles Schwab & Co. He also has experience outside finance, having worked at Grimaldis Pizzeria. 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. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

John Driscoll is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lincoln Financial Advisors, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Advisors, and Citigroup Global Markets. He also operates Driscoll Wealth Management LLC as an outside business activity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers and LPL-sponsored solutions, focusing on tailored client strategies without sponsoring its own wrap fee program.

Cindy Cook is a CFP® and ChFC® with 28 years of experience in the financial services industry. She currently serves as an independent advisor at Raymond James Financial Services Advisors, Inc., where she has worked since 2019. Prior to this, she held roles at Bank of America and Merrill. Outside of advisory work, she receives royalties from mineral rights she owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its advisors with advanced analytical tools and specialized programs, such as municipal advisory and SIMPLE IRA Employer Advisory services.

Gilbert Riojas Jr. is a financial advisor with Stifel in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Outside of his advisory role, he is a managing partner of GILMAC Cattle Co. L.P., a family cattle ranching and real estate acquisition business. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Youree Mc Bride Jr. is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, as well as involvement with River City Repertory Theatre. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Erin Locke is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following five years with Farmers Financial Solutions and Farmers Insurance Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jenni Parsi is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously spending time at Bank of America N.A. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Guy Clayton is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is a silent investor in a Stretch Zone franchising LLC and serves on the advisory council for the Texas Tech Rawls Business School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery, planning tools, and modeling techniques, with services spanning from retail advisory programs to institutional solutions.

Neha Sukumar is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at AXA Advisors and involvement with Texas Performing Arts and The University of Texas. Outside of finance, she operates a wedding planning business called NS Events. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs and offers ERISA fiduciary services to qualified plans through credentialed representatives.

Wende Easter is a financial advisor with Wells Fargo Clearing in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates Pretty Little Blooms LLC, a business focused on making soap, arts and crafts, and growing flowers and spices for sale. 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 combines research and analytics with a broad platform of brokerage and advisory solutions.

Dustin Baker is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, and TEP Barnett USA. 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 multi-asset model portfolios and due diligence on alternative investments.

Maximilian Jung is a CFP® certificant affiliated with LPL Financial in Austin, TX, with experience spanning various roles since 2016, including four years at First Western Trust Bank. He holds a Series 63 license and joined LPL Financial in 2026. Prior to his financial services career, he worked in healthcare talent management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and technology-supported portfolio management through a broad network of investment adviser representatives.