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.

Andrew Fraser is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience and has been with LPL Financial since 2016. Fraser also operates Martin Wealth Management, an affiliated entity for his LPL business, and is a commissioned notary public in Austin, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Felicia Watson is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Charles Schwab since 2022, following six years at TD Ameritrade. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Trae Schultz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, Schultz worked as a Financial Advisor at Morgan Stanley, Waddell and Reed, and Merrill Lynch from 2008 to 2011. In his current role, Schultz partners with clients to design and implement financial plans focused on retirement. He emphasizes building relationships and continually monitoring clients' financial blueprints to aim towards their long-term goals.

Hudson Murphy is a financial advisor at LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. 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 services including financial planning, model portfolio programs, and access to third-party asset management, utilizing model portfolios and customized strategies across various investment options.

Leslie Mangaccat is a financial advisor with Cetera, holding a Series 66 designation and bringing 28 years of industry experience. Prior to joining Cetera in 2023, Leslie worked at Voya Financial Advisors from 2014 to 2021 and has been associated with Cetera Wealth Services, LLC since 2021. Leslie is also involved with Himelick Financial Group, where she assists with planning, rebalancing, and portfolio analysis. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers and a wide range of program options.

Timothy Bicknase is a financial advisor at Edward Jones in Austin, TX, holding the CFP®, ChFC®, and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. 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 23,700 financial advisors.

Daniel Josey is the Branch Leader at Fidelity Investments in Austin, where he leads a team of financial professionals providing service and planning. He has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Business Analyst, Client Service Team Lead, and Investment Solutions Representative. Daniel holds an Arkansas Insurance License. Outside of work, he enjoys board games, camping, hiking, outdoor adventures, parenthood, and reading.

Than Nguyen is a financial advisor with Charles Schwab in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Round Rock ISD, as well as service in the United States Marine Corps. Charles Schwab 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 both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, combining centralized custody and operational services with multi-asset model portfolios and alternative investment options.

James Cavner is the principal of Cavner Social Enterprises, LLC, an investment management firm based in Austin, TX. He holds a Series 63 designation and has 40 years of industry experience. Prior to founding Cavner Social Enterprises in 2014, he worked at WCL Partners, LP and M. Holdings Securities, Inc. Cavner is also Chief Mission Officer of Design Run Group, LLC, a healthcare innovation company focused on vulnerable communities, and serves on the board of Austin Together, a nonprofit fostering collaboration among Central Texas organizations. Cavner Social Enterprises primarily refers clients to third-party investment advisers and provides financial planning and consulting services, including philanthropic and community planning. The firm does not manage client assets directly and offers consulting services to other registered investment advisers as well as individual clients.