Carly Jenkins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 credential and five years of industry experience. She is also the owner and partner of TillerXR LLC, a drone photography and 360 virtual tour company. Additionally, Jenkins serves on the executive committee of the Austin LGBT Chamber of Commerce as Treasurer, overseeing financial matters and taxation. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alexandra Smith is a CFP®-credentialed financial advisor with six years of industry experience, currently practicing at Edward Jones in Austin, TX. Prior to joining Edward Jones, she held various roles in retail and styling sectors, including a position as a junior personal stylist managing virtual clients at Forever Styled. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm is notable for its extensive retail advisor network and integrated capabilities beyond traditional advisory services.

Alejandro Herrera is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Intellegens Inc, LMH Oil and Equipment, and academic appointments at the University of Houston and Houston Community College. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Huong Vo is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, Huong operated her own advisory business and worked at Waddell & Reed, Inc. and Ameriprise. She is also involved in insurance sales and owns a real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Kyle Sullivan is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and AXA Advisors since 2014. Outside of his financial career, he serves as a Motor Transport Operator Reservist in the U.S. Army. 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 management with centralized custody and operational support.

Patrick Gibbons is a financial advisor with LPL Financial in Austin, TX, holding the Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for 15 years, as well as Edward Jones for three years. Gibbons serves as a board member of the Travis Country Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through both proprietary and third-party investment strategies.

Bryan Wayt is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He also operates Wayt Financial, which he has been associated with since 1998. Outside of his advisory work, he serves as a committee member for the TED Council, a biotech organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial services through independent Financial Professionals, employing various investment strategies and platform arrangements tailored to client needs.

Stephen Hanvey is a financial advisor at Raymond James Financial in Austin, TX, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1996, including running Hanvey Financial from 1996 to 2007. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and modeling tools to support client goals and is noted for its municipal advisory affiliation and specialized consulting programs.

Jared Fergason is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he has worked in various roles including positions at Chic-Fil-A, Texas Tech University, and Victory Life Church. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Shawn Higley is a financial advisor at UBS Financial Services in Austin, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes positions at LPL Financial LLC and Level Four Advisory Services LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jason Sharpe is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, he worked for UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Benjamin Balestiere is a financial advisor with Charles Schwab in Austin, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as entrepreneurial experience with Handwaxandwash, LLC. 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 separately managed accounts, supported by centralized custody and operational infrastructure.

Jared Quintiliani is a financial advisor at Charles Schwab in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2011 and 2016, respectively. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational structure.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Merrill and Wells Fargo, with multiple roles spanning both advisory and banking functions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.

Jackline Rollins is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Outside of her advisory role, she is engaged in a crafting business that involves customizing and selling items such as baby blankets, shirts, and holiday decorations. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services including asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Robert Pender is a financial advisor with Osaic Wealth, Inc. based in Leander, Texas. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Osaic in 2023, he worked at Royal Alliance Associates and Signator Investors. Outside of his advisory role, he is president and CEO of Estate Preservation Network, LLC, a company providing discounted legal services through a network of attorneys. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage a variety of investment portfolios on both discretionary and non-discretionary bases.

Adam Besand is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Bee Cave, TX. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Maylene Poulsen is a financial advisor with LPL Financial based in Austin, TX. She holds a Series 66 designation and has two years of industry experience, including prior roles at OSAIC and Austin National Financial Services. Poulsen also serves as a notary public and is an accounts manager for an S-Corporation involved in client account administration. 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 technology tools and oversight of extensive assets under management.

Felix Erbring is a Private Wealth Manager with Merrill Private Wealth Management, based in Austin, Texas. He brings over 22 years of experience in private wealth management, specializing in liquidity management, managing new wealth, socially responsible and values-based investing, ESG investing, and working with clients in the sports and entertainment sectors. Mr. Erbring holds a Bachelor’s degree from Clemson University and earned an MBA in Finance from the University of Texas at Austin, where he was recognized as a J. Anderson Fitzgerald Scholar. Prior to joining Merrill, he held positions at Goldman Sachs, Morgan Stanley, and UBS Wealth Management. He holds the Personal Investment Advisor (PIA) designation and collaborates on a team with Roger Berry and Ted Gray. Outside of his professional commitments, Mr. Erbring’s personal interests include scuba diving, surfing, and traveling.