Brent Elyea is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes five years each at Bank of America, N.A., and Merrill. He is based in Austin, TX. 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 including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Alberto Arredondo Jr. is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he held positions at Instacart, Stewart Title, and International Bank of Commerce - First Equity. Outside of advising, he works as a Dasher for DoorDash. 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 affiliated discretionary SMAs and offers a multi-asset investment approach supported by research and alternative investment options.

Ambia Cummings is a financial advisor at Cetera with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and the International Bank of Commerce. In addition to her advisory role, she serves as Client Services Manager at Himelick Financial Group, where she manages client communications and supports financial planning and portfolio tasks. Cetera is a large SEC-registered advisory firm with over 10,000 advisors, serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, including access to affiliated and unaffiliated third-party managers and various program structures.

Jonathan Sharg is a CFP®, CFA®, and holds a Series 65 license, with 11 years of industry experience. He is currently with Fisher Investments and previously worked at Broadway Wealth Solutions. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, and employs tax-aware and risk management strategies across diversified portfolios.

Michael Gertsch is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley. 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 clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Kevin Yeiser is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and four years of industry experience. His background includes roles at Texas A&M University Corps, Ohio University, and the National Collegiate Athletic Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized custody and order-routing services.

Aaron Detamore is a financial advisor with Thrivent Investment Management based in Cedar Park, TX. He holds Series 63 and Series 66 registrations and has six years of industry experience. Prior to joining Thrivent, he worked at Charles Schwab and Mercer/Marsh & McLennan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and analysis covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program called “WealthPlan.”

Osbaldo Alonzo is a financial advisor with Primerica Advisors in Pflugerville, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2015. He also works part-time as a high school teacher. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-based strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Kraleigh Woodford is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at UBS Financial Services for 18 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2005 and has also been associated with Breedlove, Dennis & Associates since 1992. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Robb is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 registrations. He has one year of industry experience, including prior roles at Fidelity Investments and Deseret First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Samuel Butterworth III is a financial advisor at Merrill with Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Bank of America, N.A. since 2011 and Merrill since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Hernandez is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab for six years. Outside of his advisory role, he has ties to a family-operated commercial cleaning business, though he is not involved in its daily operations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad range of investment vehicles.

Wayne Yong is a financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2020, he worked for five years at the US Treasury's Bureau of Fiscal Service. He holds Series 63 and Series 66 credentials and is based in Austin, TX. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment management with a multi-asset model portfolio approach and integrates advisory, brokerage, custody, and cash-sweep services.

Mickey Fitzpatrick is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served in various positions at Fidelity Investments, including Investment Consultant (2023-2024), Workplace Planning Consultant (2022-2023), and High Net Worth Associate (2021-2022). He also worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. Mickey's professional experience spans multiple aspects of financial consulting and investment advising. He focuses on understanding clients' unique financial goals and developing customized financial plans to meet those objectives. Outside of his professional work, Mickey has interests in baseball, football, music, reading, running, and skiing.

Gabriella Gonzales is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for eight years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Eric Pomerantz is a financial advisor with Ameriprise in Austin, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Oppenheimer and Investment Professionals, Inc. He serves on the Board of Directors for Texas Hillel. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies, and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Heath Walz is a financial advisor with Edward Jones in Round Rock, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Round Rock ISD for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Harold Allen is a CFP® and Series 66-registered financial advisor with Edward Jones in Austin, TX, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nora Castro is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She is also the author of the book "Open Your Own Doors." Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports in partnership with its advisors.