Jennifer Pittman is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Ameriprise Financial Services and Edward Jones, as well as over a decade as an independent contractor. She serves on the Board of Directors for the Rouse High School Raider Golf Booster Club, acting as Treasurer and Tournament and Merchandise Director. 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—and offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Emily Russell is a financial advisor with LPL Financial in Austin, TX, holding the CFP® designation and Series 63 and 65 licenses. She has nine years of industry experience, including prior roles at University Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory work, she volunteers as an assistant swimming coach at Southwestern University and owns Russell's Customs Airsoft LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Gloria Velasquez Romero is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, written recommendations on income, Social Security, and tax-efficient withdrawal strategies.

Timothy Krudwig is a CFP®-certified financial advisor with Edward Jones, based in Cedar Park, TX, and has 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the sole proprietor of Krudwig Holdings, LLC, a holding company for real estate investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Duncan Peightal is a financial advisor at Merrill with a Series 66 designation and experience starting in 2018. His prior work includes roles at Bank of America and Walgreens. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Ian Withem is a financial advisor with Charles Schwab in Austin, TX, holding a CFP® designation and Series 63 and 66 licenses. He has five years of industry experience, including prior roles at TD Ameritrade and eToro USA. 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 guidance, leveraging multi-asset model portfolios and centralized operational support.

Saskia Hamner is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. In her current position, she leverages Fidelity's planning-based approach to work closely with clients, building comprehensive financial plans tailored to their goals. Saskia holds a California Insurance License, enabling her to provide informed advice on insurance-related financial matters. She emphasizes building client relationships characterized by compassion and diligence, aiming to empower clients to take control of their financial futures. Outside of her professional work, Saskia enjoys activities such as football, golf, spending time at the lake, caring for pets, and skiing.

Max Rodriguez is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018. Prior to joining LPL, he spent over a decade at USAA in various financial planning and advisory roles. He is also involved in Genesis Wealth Management, a business affiliated with his LPL practice. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christian Torres Oakes is a financial advisor with Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to joining Schwab in 2019, he worked at Apple for three years and briefly assisted in a plumbing business. Outside of his advisory role, he assists his father with installing water heaters during his personal time. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment process.

Michael Bayer III is a CFP® professional with 29 years of industry experience, currently serving at MassMutual Investors Services since 2017. He previously worked at Metlife Securities and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Bayer is president and owner of Rocky Mountain Review, a CFP Board Approved Exam Review and continuing education business, and is active as a contributing writer, host, and speaker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships, utilizing advanced software tools to analyze client goals and deliver written recommendations.

Megan Mills is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic. She previously worked at Lincoln Financial Securities Corporation for eight years and held a position with the City of Leander for six years. Mills is a member of the Georgetown Chamber of Commerce Board of Directors and owns Forward Financial LLC, through which she offers fixed insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Michael Calvin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and Merrill. Outside of his advisory role, he is a partner at Covenant Investments, LP in Austin, Texas. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process employs firm-approved tools and modeling methods, providing advisory services without individual security recommendations in standalone plans.

Marques Bobo is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment and spent eight years at KDB&S LLC. Outside of his advisory role, he volunteers as an assistant football coach for the Legacy Ranch Youth Football Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team to deliver research-driven, tax-efficient retirement income recommendations.

Ethan Gilbert is a CFP® certificant with seven years of industry experience, currently affiliated with LPL Financial. He previously worked at firms including OSAIC, FSC Securities Corporation, and Aspiriant LLC. Gilbert is also involved as a paraplanner at ANFS, Inc., where he assists in gathering client information and preparing financial plans. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Nicholas is a financial advisor at Equitable Advisors in Austin, TX, holding the Series 66 designation with one year of industry experience. His prior work includes roles in the food service industry and as a stay-at-home dad. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

James Wynes is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, bringing three years of industry experience. His prior experience includes roles at Risk Services of Louisiana, Wynes Insurance Agency, and Aflac. He is also associated with Tonya Wynes, LLC, an insurance business in Austin. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a large nationwide network. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Geesin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2008 and Wells Fargo Clearing since 2016. Geesin is also an independent wine consultant, owning Bluestone Cellars LLC, which operates as Scout and Cellar Wine. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Zachary Feehan is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab, his work history includes roles at Charles Schwab Bank, SSB, as well as experience outside the financial industry and periods dedicated to full-time education. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Becca Brocato is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in personalized wealth management strategies. She works closely with clients to develop flexible financial plans tailored to their individual goals, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America. Her client focus areas include college education planning, family wealth management, retirement planning, and strategies for managing new wealth and special needs planning. Since beginning her career in financial services in 1995, Becca has combined her expertise in finance and human resources to guide clients through wealth planning in a clear and comfortable way. She is the founder of OAKS Wealth Management Group and holds a Personal Investment Advisor (PIA) designation. Becca earned her Bachelor of Business Administration in Finance from the University of Texas at Austin and her Master of Business Administration from Harvard University. A native Texan, Becca is involved in her community through roles such as National Charity League volunteer and University of Texas AEPhi Advisor. Outside of her professional life, she enjoys football, reading, traveling, and spending time with her family.

Mark Penny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses an independent due-diligence process to select asset managers and employs a tiered wrap fee structure.