Jennifer Rodriguez is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Cedar Park, TX. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she is a practice manager in administration for Lakes Region Development. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes algorithm-driven analysis and tax-aware withdrawal strategies within a defined investment framework.

Wasana Pangan is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial field. Before joining Merrill in 2006, she worked as an economist and analyst for the Central Bank of Thailand. She works primarily with individuals and families focused on preserving, growing, and transferring wealth to future generations. Her client services include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, and socially responsible investing, among others. Dr. Pangan holds a Bachelor's degree in Electrical and Systems Engineering from King Mongkut's Institute of Technology Ladkrabang in Thailand, a Master's degree in Industrial Engineering from Columbia University, and a Ph.D. in Economic Decision Analysis from Georgia Institute of Technology. She is a CERTIFIED FINANCIAL PLANNER (CFP) professional and holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with additional credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). She is fluent in English and Thai. Based in Austin, Texas, Dr. Pangan lives with her husband Ed and has two adult children. She enjoys cooking, gardening, music, reading, swimming, traveling, watching movies, and spending time with her family. Her approach to financial advising emphasizes truthful advice, responsiveness, understanding the uniqueness of each client, continuous learning, and thorough analysis to help clients achieve their life goals.

Jonathan Sarf is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials with 18 years of industry experience. His prior work includes roles at Wells Fargo, PNC, Citi, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Tommy Bentley is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2017. Prior to that, he worked at National Planning Corporation for seven years and has operated as a sole proprietor since 2002. Bentley also maintains a licensed insurance agent role specializing in long-term care, disability insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research.

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

John Erickson is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Edward Jones in 2024, he worked for American Funds and American Funds Distributors Inc from 2004 to 2024. 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 through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Levi Marconette is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Justin Williams is a financial advisor at Merrill in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

Gary Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and joined JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hardie Barr Jr. is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Sophia Berman is a financial advisor with Charles Schwab in Austin, TX, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2007. 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 provides a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.

Edith Karnes is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Austin, TX. Outside of her advisory role, she is a co-owner of Absolute Strategies Angel Fire, a vacation home rental business in Angel Fire, NM, managed by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brissa Mejia 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, Mejia held roles at Fizz, Vista Equity Partners, and C.R. Wannanaker Law PLLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Charles Larkam II is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory work, he serves as a board member for Christian Life Church and volunteers on the board of the SCS Residential Property Owners' Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Rebecca Harbek is a financial advisor with Wells Fargo Clearing in Round Rock, TX, holding Series 63 and Series 65 licenses and possessing six years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 1995. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dranoel Ross is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role at Charles Schwab, he worked at Realtor.com and Capstone Management. 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 services with access to discretionary separately managed accounts and emphasizes strategic asset allocation with periodic reviews.

Jared Barnes is a financial advisor at Ameriprise with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and the San Diego Gulls Hockey Club. Barnes is also involved with Your My Boy Blue LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Denver Horn is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and 49 Financial. He also has a background that includes experience in education and hospitality. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jacob Denton is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and has prior experience in various roles in retail and the food service industry. Denton is based in Austin, Texas. 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 and offers integrated brokerage, custody, and advisory services.

Rene Corbett is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 15 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary modeling techniques as part of its advisory process.