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 at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with various Wells Fargo entities since 2009. Outside of his advisory work, he owns and manages Hornbuckle Investment Strategies, LLC, and has interests in land management and royalty ownership in Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using the firm's research and tools, with clients deciding how to implement them.

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 financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 20 years with Equitable Advisors and 15 years with AXA Advisors. Outside of his advisory role, he serves as a treasurer for a local homeowners association and is a trip leader for a community ski group. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutions, and offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers to deliver advisory and brokerage 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.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Jayden Hutchings is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, he worked in various roles including training and compliance, retail, and education. Outside of finance, he owns and oversees operations for a security and surveillance business as well as a wholesale trade/import-export company. 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 offers a mix of non-discretionary and discretionary investment options supported by centralized custody and research capabilities.

Silas Um is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and two years of industry experience. His background includes positions at BNY Mellon and prior work in the restaurant industry. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and third-party managers to deliver its advisory and brokerage solutions.

Sarah Mills is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2015. 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. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Thrower is a financial advisor with Ameriprise in Lakeway, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Guthrie is a CFP® professional with 23 years of experience in the financial services industry. He currently works with LPL Financial and has a long tenure at University Federal Credit Union, where he has been involved since 2004. Guthrie also held a position at CUSO Financial Services, LP for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Clinton Potts is a financial advisor with LPL Financial based in Round Rock, TX. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sigma Planning Corporation and Sigma Financial Corporation for 11 years. 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 with support from internal and third-party research.

Courtney Walker is a financial advisor with LPL Financial in Austin, TX, holding CFP® and Series 66 designations and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Walker spent over a decade at JP Morgan Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Gabriel Delgado Jr. is a financial advisor at J.P. Morgan Securities in Austin, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at Modern Woodman of America/NWA Financial for four years. Outside of finance, he was involved in Delgado Restorations for over two decades. 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. The firm applies an ESG eligibility framework when recommending strategies and delivers services on a non-discretionary basis.

Matthew Sugg is a financial advisor at LPL Financial in Austin, TX, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Christopher Vaughn is a financial advisor with LPL Financial based in Austin, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. His prior background includes experience in real estate services, technology, and property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Joyce Dormady is a CFP® professional with 48 years of experience in the financial industry, currently advising clients at Osaic Wealth, Inc. since 2023. She previously worked at Sagepoint Financial, Inc. for 14 years. Dormady operates Dormady Financial LLC, which handles tax-related matters for her advisory activities. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Guillermo Lopez is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career as a financial advisor in 2016, he has worked with clients to define their priorities and pursue individual and business goals through tailored wealth strategies. Guillermo focuses on building personal relationships with clients to support their legacy and help navigate the fluctuations of life and markets. He holds a bachelor's degree in finance from Texas Tech University and carries several professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Guillermo assists families and small businesses with wealth management strategies, retirement planning, investment strategies, and tax minimization. Originally from Los Angeles and raised in El Paso, Guillermo relocated to Austin in 2024 with his wife Ana to start their family. He is committed to community involvement and participates in local volunteer organizations. His personal interests include basketball, golfing, reading, running, tennis, traveling, watching movies, and writing.

Travis Sparkman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at LPL Financial and Keller Williams Realty. Outside of his advisory role, Sparkman is the CEO of Sparkman Wealth Management, where he leads a wealth management team and recruits new advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.