Matthew Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Crossroads Financial Services since 2011. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Craig Stuart is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a structured alternative-investment program.

David Rodriguez is a financial advisor at OSAIC with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. He is also president and CEO of Rodriguez Financial, Inc., a company focused on payroll, taxes, and expenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset allocation tools and multiple investment platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Manasa Motamarry is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab in 2021, she worked in roles at Saipadh Infotech, H&R Block Inc, SMK Consulting LLC, and Rush Enterprises Inc. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options alongside brokerage, custody, and financial planning services.

Trammell Cooper is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2020. He previously worked at USAA Investment Management Company and USAA Financial Planning Services from 2008 to 2020. Cooper maintains a home-based business entity for tax purposes unrelated to his investment advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kathleen Kinto is a financial advisor at LPL Financial with a Series 66 credential. She has recently transitioned into the financial services industry and has prior experience in healthcare-related roles at institutions including Baylor College of Medicine and Texas Children's Hospital. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Richard Bintliff is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 designations and 39 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 10 years. 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, investment consulting, and municipal advisory services.

Georgina Kiss is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds a Series 66 license and is based in Austin, TX. Outside of her advisory work, she is involved in reselling clothing and shoes on Poshmark and eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ritchy Scoggin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Legg Mason Wood Walker, Inc. 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 in its investment menus.

Daron Brockington is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Charles Schwab in 2019, he worked at GOmedigap, Robertwayne Footwear, Gemini, and Amazon. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Allen Cho is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, and retirement income. He brings a client-first approach to financial planning, focusing on delivering personalized strategies that align with the unique goals and stories of individuals, families, and businesses. His work encompasses managing new wealth, liquidity management, philanthropic planning, portfolio management, and tax minimization. Mr. Cho holds a Bachelor of Science and Arts in Biochemistry as well as a Business Foundations Certificate from the University of Texas at Austin. He is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is affiliated with professional organizations including Delta Tau Delta and Phi Chi Theta, and participates in community activities through the Austin Stone Community Church. Raised in Austin, Mr. Cho values strong community ties and family. Outside of his professional work, he enjoys fishing, music, scuba diving, skiing, surfing, table tennis, tennis, and spending time with his family. His professional philosophy emphasizes clear guidance and partnership with clients to support their financial security through all life stages.

Antonio Ziccardi is a financial advisor with Charles Schwab in Austin, TX, holding a Series 63 designation and over 29 years of industry experience. He has worked with various Charles Schwab entities since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Jeffrey Ferraris is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 24 years of industry experience. He previously worked with CUSO Financial Services and University Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Marwill is a CFP® professional with 32 years of experience in the financial industry. He has held roles at STIFEL since 2026, following prior positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves as a director with Texas Performing Arts and sits on the board of the Eanes Education Foundation. STIFEL serves a broad clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Krysten Boykin is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Charles Schwab entities since 2014. Outside of her advisory role, she is involved in non-investment activities including driving for Lyft and consulting as an independent wine consultant. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-depth research and alternative investment due diligence.

John Montalvo is a financial advisor at J.P. Morgan Securities in Austin, Texas, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Darden Restaurants. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jenny Davis is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 designation and 19 years of industry experience. She previously worked at Edward Jones and Dimensional Fund Advisors and has been with Raymond James in two separate periods since 2011. Outside of her advisory role, she owns and operates a rental cabin in Mason, TX, listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by firm research, model managers, and specialized municipal advisory services.

Spencer Staples is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at Traffix Inc and Arrive Logistics. His background also includes four years at the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Gary Knight is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing advanced wealth management and financial strategies tailored to accomplished professionals, upper-management corporate executives, and owners of successful privately held companies, each with a minimum account size of $1 million. He focuses on developing long-term relationships, serving as a primary source of wealth management advice through regular reviews and goal-oriented planning that integrates all aspects of his clients’ financial lives. Gary’s expertise encompasses asset allocation and wealth preservation, integrative wealth management planning, investment consulting, tax minimization, estate planning, stock option analysis, concentrated stock strategies, lending and liability management, charitable planning, business valuation and succession planning, as well as executive retirement and deferred compensation strategies. He collaborates with a team of specialists to deliver goals-based, customized advice and disciplined investment approaches aimed at fulfilling his clients' unique financial circumstances. He earned his Bachelor of Business Administration from the University of Texas at Austin in 1990 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, along with credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional duties, Gary volunteers in his community and enjoys spending time with family and friends, as well as engaging in sailing, snow skiing, fly fishing, hiking, and exploring food and wine.

Mark Kaye is a financial advisor with Morgan Stanley in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, employing structured discovery processes and firm-approved tools to assist clients with their financial goals.