Dawson Groch is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Oracle NetSuite, JCrew, Kestra Financial, and held teaching positions at several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory, brokerage, and retirement planning services through a large network of investment adviser representatives.

Mark Macumber is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial LLC and Kestra Financial Services, Inc. Merrill, along 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aidan Sowry is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab, he held roles at several firms including Streetwise Retail Advisors and National Financial Alliance. 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. Schwab offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Bronwyn Swartz is a financial advisor at Edward Jones in Cedar Park, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2018, she worked at Redsky Renewable Solutions and Leander ISD. She also owns a retail business, She's Just B, creating handmade leather and resin earrings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jordan Kopelman is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously worked at Wells Fargo & Co and Edward Jones. Outside of his advisory role, he serves on the board of directors for Alko Associates, a janitorial supply business owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG criteria within its recommendations.

Kestrel Carson is a financial advisor at Charles Schwab with eight years of industry experience. They hold Series 65 and Series 63 licenses and have worked at Charles Schwab & Co., Inc. since 2020. Prior to that, they held positions at ExtendMY Team, Roberts Half, and Stitch Fix. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Nicholas Constable is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Charles Schwab in Austin, TX, where he has worked since 2020 following prior roles at NYLIFE Securities LLC, New York Life Insurance Co., and Edward Jones. 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 related managed accounts. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment process.

Cassady Frey is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, Frey worked at 49 Financial and held various roles with the City of Arlington. Outside of advising, Frey is a licensed insurance agent. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a formal due diligence process for alternative investments.

Adam Messick is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Nasdaq, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Bryce Ordener is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Charles Schwab & Co., Inc., SHI International Corp., and Modern Woodmen of America. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, including multiple registered investment companies and model portfolios.

Eric Morgan is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at SAIC Corp. and Azimuth Corp., and served five years in the United States Army. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Elske Parker is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory role, she is involved in managing administrative tasks for a real estate business. 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 a comprehensive, integrated platform that includes brokerage, custody, and alternative investment services.

Daniel Sullivan Jr. is a financial advisor with Charles Schwab based in Austin, TX, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 advisory services supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Brandon Fowler is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His previous work includes roles at Stoic Learning LLC, Texas State University, and Bass Pro Shops. Outside of advisory work, he operated a lawn care business. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives to implement a variety of advisory models through third-party managers and LPL-sponsored programs.

Christopher Cybulski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Osaic since 2025. His prior roles include positions at Lincoln Financial Securities, Edward Jones, and UBS Financial Services. In addition to his advisory work, he is involved in insurance-related activities, offering various insurance products and annuities through his agency in Round Rock, TX. Osaic Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach focused on asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Oliver Brierley is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Heb and ASB Bank. Charles Schwab 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 guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Matthew Chapman is a financial advisor with Raymond James & Associates in Austin, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Ho is a CFP® and ChFC® credentialed advisor with 14 years of industry experience. He is currently with Raymond James & Associates and previously held roles at Bank of America, Merrill, JP Morgan Chase Bank, and other financial firms. Outside of finance, he was involved with Ohio Premier Soccer Club from 2018 to 2022. 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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

David Cardosa is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is involved in private client investment portfolio management through Hanvey Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and maintains unique affiliations and advisory programs within the institutional advisory sector.

Nicholas D'Alessandro is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2015 to 2020. His earlier experience includes positions as a Financial Advisor at Edward Jones from 2013 to 2015 and at Legacy Planning Partners from 2012 to 2013. In his role, Nicholas prioritizes establishing strong personal client relationships and follows a thorough process to partner with clients in developing financial plans tailored to their needs.