Michael Peters is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. He has worked at OSAIC and IronBridge Wealth Counsel since 2023. Peters also operates a separate insurance agency, providing education and servicing for life and disability insurance products independently of his broker-dealer activities. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional accounts, and charitable organizations through a large network of advisors. The firm offers integrated brokerage, advisory, and financial planning services, utilizing a range of investment tools and third-party platforms to construct customizable portfolios.

Zachary Bezella is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard and Nationwide Investment Services Corporation prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ronald Pinckard is a financial advisor with Cambridge Investment Research Advisors in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously served at related Cambridge entities starting in 2021. Outside of his advisory role, he has been involved with Boyd Independent School District since 2019. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Meenal Sharma is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heath Seltzer is a financial advisor with Morgan Stanley, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Donald Mc Graw is a financial advisor at Edward Jones in Austin, TX, holding the CFP® designation and Series 65 and 66 licenses, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions, operating under a fiduciary standard.

Melody Kump is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. Her prior work includes roles at Raymond James & Associates and Live Oak Investment Partners. Outside of her advisory work, she is involved as president and owner of Texas Hills Financial Group and THFG, LLC, and is active in local chambers of commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of customizable investment strategies through independent Financial Professionals and maintains proprietary models alongside access to third-party managers.

Alex Garcia is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has worked at multiple firms including SWBC Investment Services and J.P. Morgan Securities. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of investment management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customized strategies under various program structures and supervisory arrangements.

Mitchell Rentschler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 license and is based in Austin, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Gavin Loftus is a CFP® credentialed financial advisor with Edward Jones, based in Dripping Springs, TX, with 27 years of industry experience. He has been with Edward Jones since 2000. Outside his advisory work, he is a general partner of Weeton Properties LLC, a property holding business in Austin, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of advisors and branches.

Cheri Hartman is a Series 66-licensed financial advisor at Wells Fargo Clearing with 19 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is involved in several baking businesses and performs as Mrs. Claus at seasonal events in Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

John Barrett is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has focused on providing disciplined, long-term investment strategies to high-net-worth corporate executives, entrepreneurs, and philanthropic organizations. He works closely with individual clients to help them actively pursue their financial objectives and those of future generations, while also guiding philanthropic organizations through wealth management strategies that support their missions. John holds several professional designations, including the Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned his bachelor's degree from SUNY Cortland. In addition to his advisory role, John offers philanthropic consulting through Bank of America's Institutional Investment & Philanthropic Solutions Group and collaborates with Merrill Institutional Consulting specialists to serve institutional clients. Since 1996, John has been a featured speaker at the Securities Industry Association's conference at The Wharton School. He actively serves many charitable organizations in his community. Outside of work, John enjoys adventure sports, baseball, spending time with his family, and traveling.

Nichole Saray is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank, as well as JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chantell Gonzales is a CFP®-designated financial advisor with Edward Jones in Austin, TX, bringing nine years of industry experience. She has been with Edward Jones since 2016 and also works as a personal trainer at a fitness center, teaching early morning Boot Camp and Spin classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, known for its extensive advisor network and affiliated financial services.

Kevin Corrigan is a CFP®-designated financial advisor with 27 years of industry experience, currently associated with J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 66 licenses and is based in Lakeway, TX. J.P. Morgan Securities LLC 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.

Hoanmy Nguyen is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014, including a role at Charles Schwab Bank since 2025. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Stephanie Emory is a Series 66-licensed financial advisor with Edward Jones in Austin, TX, where she has worked since 2013. She has 12 years of industry experience. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Terry Flesher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 1996, including 21 years at Charles Schwab Bank. Outside of his advisory role, he serves as a board member for the Westcave Discovery Center, a nonprofit organization, where he collaborates on fundraising initiatives. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Guy Weinhold is a CFP® professional with 30 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he coaches tennis at the Austin Tennis Academy and operates a wine consulting business as a WSET Certified Sommelier. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Graham Johnson is a financial advisor at Edward Jones in Lakeway, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he gained work experience in healthcare and customer service roles, including at several medical centers and Taco Bell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.