Caimen Mc Donough is a Series 66-licensed financial advisor with LPL Financial in Austin, TX, and has one year of industry experience. Prior to joining LPL Financial in 2025, Mc Donough held positions at Austin Telco Federal Credit Union and Randolph Brooks Federal Credit Union, and has experience in both the private and nonprofit sectors including Texas Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Felix is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab in 2022, he worked in various roles including positions at Sitel/State Farm and FedEx Ground, as well as spending 14 years in 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 affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal alternative-investment onboarding process.

Ava Wampler is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Her prior roles include positions at SENERGY and JPMorgan Chase Bank, N.A. She also has a background at the University of Mississippi. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Derek Nelson is a financial advisor with UBS Financial Services in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he owns a vacation property in Costa Rica that he rents through VRBO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Matthew O'Bryant is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. 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 a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Fellers is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2021, following prior roles at TCG Advisory Services LLC, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services through an integrated advisory, brokerage, and custody platform. The firm’s model emphasizes client decision-making supported by periodic recommendations and discretionary managed account options.

David Kincannon is a financial advisor at LPL Financial in Austin, TX, holding the CFP® and ChFC® designations with 19 years of industry experience. Prior to joining LPL Financial in 2024, he worked for MML Investors Services and Mass Mutual Life Insurance Company from 2013 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment platforms and operational tools, serving over 22,800 advisors and overseeing significant discretionary assets.

Andres Alvarez is a financial advisor with J.P. Morgan Securities in Austin, TX, holding the Series 66 designation and one year of industry experience. His prior work history includes two years at Edward Jones and 18 years at ESPN Productions/Longhorn. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative research, incorporates ESG factors, and offers broader derivatives and commodities capabilities.

Italo Zarate is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes multiple roles at Charles Schwab and its affiliated entities, as well as positions at J.P. Morgan Securities and Brikl. 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 options, utilizing multi-asset model portfolios and centralized supervisory and custody arrangements.

David Thelen is a financial advisor at Edward Jones in Austin, TX, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Audra Mueller is a Series 66-licensed financial advisor with Ameriprise in Austin, TX, and has 11 years of industry experience. She previously worked at Morgan Stanley Private Bank and has served on the Boards of Directors for the Dripping Springs Community Foundation and the National Charity League, Dripping Springs Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Vi Phung is a financial advisor with Fidelity Investments based in Austin, TX. She holds the Series 66 and Series 63 designations and has four years of industry experience. Before joining Fidelity, she worked at Yelp, Inc. and had brief roles at The RealReal and CSS Company. Outside of her advisory work, she provides dog walking services on weekends through the Rover app. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Bradley Lawson is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015 and 2021, respectively. Outside of his advisory work, he participates in recreational dachshund racing and builds wooden furniture for sale in his local community. 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, combining non-discretionary advisory relationships with access to discretionary separate managed accounts and a formal alternative-investment platform.

Celeste Lay is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has one year of industry experience and previously worked at companies including Leadsimple, Mindbody, Udacity, Civitas Learning, and Xerox Corporation. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and related services through a large network of investment adviser representatives.

Nevin Arimilli is a financial advisor at Morgan Stanley in Austin, TX, holding a Series 66 credential with three years of industry experience. Before joining Morgan Stanley in 2026, he worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2023 to 2026. He also has experience connected to the University of Texas at Austin and a role at A Better Exchange Global. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joseph Inskeep is a CFP® professional with 15 years of experience in the financial services industry. He is currently associated with LPL Financial and has held roles at several firms including MWA Financial Services Inc, Modern Woodmen of America, and Ark Financial Advisors. Outside of advisory work, he is the owner of 512 Seasoning Company, a home-based business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Ankita Agarwal is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Ascension Seton Northwest Hospital and Austin Optometry Group. 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, combining non-discretionary advisory relationships with access to affiliated discretionary strategies and a range of integrated brokerage and custody services.

Kristen Druley is a financial advisor with LPL Financial in Austin, Texas, holding a Series 66 license and nine years of industry experience. Her prior roles include positions at Jjmack Group, LLC, Waddell & Reed, and various insurance carriers. She is also involved in non-variable insurance activities as an agent for multiple companies. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Williams is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Williams serves on the Board of Directors and acts as Treasurer for the LASA Girls Soccer Booster Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Danny Morgan is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He holds a Series 66 license and is based in Round Rock, TX. Outside of his advisory role, he is a joint owner and mortgage guarantor of his son's condominium in Washington, D.C. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.