Julie Leggett is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 24 years of industry experience. Her prior roles include positions at Kestra Financial Services, Kestra Investment Services, and Charles Schwab. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Johnson is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked with Waddell & Reed, Inc. and various insurance carriers. He is also involved in Jjmack Group, LLC, a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Nicholas Vorauer is a CFP® and holds a Series 66 license with Edward Jones in Austin, TX. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of advising, he manages a rental property in Austin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Alex Lipnicky is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Schwab, he worked at PIMCO Investments LLC for three years. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines a large client base with integrated custody and advisory services, delivering multi-asset model portfolios and alternative investment options.

Christopher O Leary is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Advisors and J Sutton Financial. Outside of his advisory role, he is involved with Reel Analytics, where he manages databases and presents reports for college football programs, and he also works as a driver for Uber on weekends. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ryan Forbes is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Dun & Bradstreet. Charles Schwab & Co., Inc. serves a large client base of 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 SMAs and offers multi-asset model portfolios, strategic asset allocation, and alternative investment options.

Lisa Naranjo is a financial advisor at Ameriprise with five years of experience. She holds a Series 66 designation and has worked at Ameriprise since 2011, including previous roles within the firm and a long tenure with the City of Austin. Outside of her advisory work, she owns and operates Lisa Naranjo EA LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jordan Brown is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial industry. He serves as Vice President of the Business Networking International chapter in Austin, TX, overseeing the membership committee and managing conflict resolution within the group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Erin Dougherty is a Series 66-licensed financial advisor at Charles Schwab with 12 years of industry experience. She has worked at Charles Schwab Bank, SSB since 2024 and held roles at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. from 2014 onward. Outside of her advisory work, she instructs dance through meet up.com in Austin, TX. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Brent Thomas is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 2007 and Charles Schwab Bank since 2020, with prior roles at Banc of America Investment Services and U.S. Bancorp Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational support.

Chandler Friesenhahn is a CFP® with six years of industry experience currently with Charles Schwab in Austin, TX. He has been associated with Charles Schwab & Co., Inc. since 2020 and Charles Schwab Bank, SSB since 2021. Prior to joining Schwab, he worked at The Fit Company and The Retail Connection, and has experience at Lifetime Fitness. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

John Zeuner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisor role, he works as an independent contractor for Hanvey Financial in Austin, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Serna is a financial advisor at Charles Schwab with 16 years of industry experience. He has been with Charles Schwab since 2015 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in reviewing plans and purchasing supplies for residential and commercial construction projects. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Judson Whigham is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of advising, he is involved in several business ventures, including managing family-owned ranches and farmland, and serving as co-CEO of a coin-operated laundromat. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Laurence Egle is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cetera. He has a long tenure in the financial services field, including 27 years with Avantax Insurance Agency and Avantax Investment Services, and 19 years with Avantax Advisory Services. He serves on the board of the Texas Music Museum. Cetera Investment Advisers LLC is an SEC-registered firm that provides comprehensive investment and retirement services through a nationwide network of more than 10,000 independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

James Hornbuckle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is involved in several investment-related ventures, including ownership and management responsibilities at Hornbuckle Investment Strategies, LLC and MLRH Family Land Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, addressing diverse client needs including retirement, education, and specialized planning areas.

Emily Edington is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank and Leander Independent School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hunter Lively is a Series 66-credentialed advisor at OSAIC with one year of industry experience. His work history includes roles at Osaic Wealth Inc., Southwest Business Consultants, Grant Thornton LLC, and Advanced Micro Devices. He is based in Austin, TX. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Carter Rowles is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience, currently affiliated with Equitable Advisors in Austin, TX. His career includes over 21 years at Equitable Advisors and prior roles at Axa Advisors and Mony Securities Corporation. Outside of his advisory work, he serves as treasurer for the Reflections of Walnut Creek HOA and is a trip leader for Austin Skier. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Angeline Krylo is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Outside of her advisory role, she is a member partner of Four Kings Stables LLC, which involves horse boarding. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and financial planning services through an integrated wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by multi-asset strategic portfolios and alternative investment due diligence.