Christopher Dregits is a financial advisor with Edward Jones in Lakeway, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Ryan Guillen is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked for nine years at Deloitte Consulting LLP. He holds the Series 66 designation and is based in Austin, TX. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tanner Littleton is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at H-E-B Grocery Company for five years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Leslie Mcentire is a financial advisor at Morgan Stanley with 26 years of industry experience. Leslie holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Andrew Shipman is a financial advisor at Edward Jones in Cedar Park, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at Cooltrax from 2013 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Stephanie Aviles Suazo is a financial advisor at Charles Schwab in Austin, TX, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Schwab, she worked at Costco Wholesale Corp., Boston Market Corp., and Ihop. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management and financial planning services across multiple wrap programs and affiliated platforms.

Colton Walter is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Before joining Equitable Advisors, he worked at HD Roofing and attended Texas State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party asset managers without sponsoring its own wrap fee program.

Christine Delaney Fisk is a financial advisor with Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab since 2004. 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 offers a multi-asset model portfolio approach supported by extensive due diligence and centralized operational resources.

Christopher Dunagan is a financial advisor with Ameriprise in Austin, TX, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience in semiconductor manufacturing and mortgage services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate tailored retirement income recommendations.

William Stremple is a Series 66-licensed financial advisor with Edward Jones in Cedar Park, TX, where he has worked since 2020. He has five years of industry experience, including five years previously with Leander ISD. Outside of advising, he serves as Vice President of BNI Rock'N'Allstars, focusing on data tracking, analytics, and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and solutions. The firm manages over $1 trillion in assets and operates nationwide through a large network of advisors and branch offices.

Andrew Chaney is a financial advisor at Charles Schwab in Austin, TX, holding a Series 66 designation with 19 years of industry experience. He has been with Charles Schwab since 2008. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Zachary James is a financial advisor with Morgan Stanley in Austin, TX, holding Series 65 and Series 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley, he worked for PIMCO Investments LLC and RBC Capital Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using established tools and offers a range of investment and advisory solutions.

Jason Hoffman is a financial advisor with Merrill in Austin, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Equitable Advisors. Outside of financial services, he has worked in the hospitality industry, including at Augusta National Golf Club and Halls Chophouse. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporations.

Bonnie Perkins is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Raymond James throughout her career, including a brief period as a homemaker. Raymond James & Associates, Inc. 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 comprising individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Hassenfratz is a financial advisor at Cetera with 36 years of industry experience. He has been with Cetera Investment Services LLC since 2000 and with Cetera since 2014. His credentials include Series 63 and Series 66 licenses. Outside of his advisory work, he serves as executor of the Charles Hassenfratz estate and holds power of attorney for his parents' Morgan Stanley accounts. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors, employing a multi-manager platform with both discretionary and non-discretionary program options.

Kelly Hamlet is a financial advisor with the Markoff Hamlet Group at Merrill Lynch Wealth Management. In her role, she and her team develop personalized wealth management strategies tailored to the needs and goals of their clients. Kelly's focus areas include corporate executive services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports & entertainment. Kelly began her career in financial services in 2013 following her graduation from Florida State University with a bachelor's degree in finance. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Additionally, she maintains FINRA Series 7 and 66 registrations. Kelly lives in North Austin with her husband and twin boys. In her personal time, she enjoys reading, traveling, spending time with her family, and engaging in craft projects.

Jordon Jellison is a financial advisor at Ameriprise in Austin, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Jellison is also the owner of Jellison Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Eisenmenger is a financial advisor at Ameriprise with 32 years of industry experience. He has held positions at Ameriprise and its predecessor firms since 1994 and holds a Series 63 designation. Outside of his advisory role, he consults with financial advisors on practice transitions through Succession Path, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning and written recommendation reports focused on tax-aware withdrawal strategies and dependable income sources.

Trinity Penny is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2020. Prior to her financial services career, she was involved in homeschooling for 11 years. Penny also receives compensation for sales and referrals related to mortgage loan products, home security, automation, and other home-related services from affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by unaffiliated asset managers and offers a range of portfolio options with custody and trade execution through BNY Mellon Advisors and Pershing.

Meagan Recinos is a financial advisor with Edward Jones in Austin, TX, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2008. Outside of her advisory work, she is involved in sourdough baking and teaches related classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.