William Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2006 and previously held roles at Wells Fargo Investments, Wells Fargo Clearing, and Prudential Equity Group. Mitchell is also involved with Mitchell & Associates Wealth Management LLC, a separate business entity. 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 and brokerage services, utilizing model portfolios, third-party managers, and customized strategies, supported by technology tools, and oversees over $819 billion in discretionary assets with more than 22,800 advisors.

Colin Tracy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held various positions across different sectors, including roles at RideCentric, Nektar, and Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

William Martin is a financial advisor with LPL Financial in Lakeway, TX, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2005, following prior roles at United Securities Alliance, Inc. and Ameriprise. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,000 advisors.

Alexander Caubet is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab, Charles Schwab Bank, Bank of America, Merrill, and US Bank. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Taylor Smith is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Smith has been with Edward Jones since 2017, including a recent role starting in 2025. Outside of advising, Smith is an independent consultant for a health and wellness company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Mitchell Moore is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with OSAIC in Bee Cave, TX. Prior to joining OSAIC, he held roles in campus recreation and worked in the food service industry. He also serves as a paraplanner with IronBridge Wealth Counsel, assisting advisors with financial planning and account servicing. OSAIC Wealth, Inc. provides services to a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and investment options, offering both discretionary and non-discretionary portfolio management supported by multiple advisory platforms and third-party services.

Nathan Bitner is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Charles Schwab, and Turner Wealth Management. Outside of his primary advisory work, he is involved in branding and long-term growth strategies for Stream Wealth Partners LLC, an entity associated with his client services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Michael Nelson is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has three years of industry experience and has worked at Wells Fargo Clearing since 2022, following eight years at Wells Fargo Bank, N.A. in Bee Cave, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining LPL Financial in 2025, she worked at Teeple Partners and has operated Noble Task Management, LLC since 2019. She previously spent 13 years at Tier Two Services, Inc. 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, supporting a large network of advisors with varied investment strategies and operational tools.

Kirk Bell is a financial advisor with Raymond James Financial in Horseshoe Bay, TX, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Raymond James Financial and its affiliated services since 2008. Bell is also involved in several business ventures, including roles as a managing partner and manager at Bell & Valente, LLC, Bell & Valente Wealth Services, and Stock Jock Management, LLC. 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, corporations, and institutions. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ethan Montalvo is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior experience includes time at Martin Wealth Management, LLC, and he has educational experience at Texas State University along with earlier work at Sharyland Pioneer High School. 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 wide range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Kocsis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory role, Kocsis is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Gregory McDonald is a financial advisor with UBS Financial Services in Horseshoe Bay, TX, holding a Series 63 license and 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is involved in managing family investments in the oil and gas sector through private LLCs and serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Lynn Opp is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. 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, institutional investors, charitable organizations, and governmental entities, offering a range of financial planning and investment consulting services through various advisory programs and institutional solutions.

Noah Vennes is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Travis Medical for six years. Outside of his advisory work, he co-owns a farm in Minnesota with his in-laws. 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 discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brandon Cox is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2010. Outside of his advisory work, he serves as a board member of the Texas River School, a nonprofit organization based in Austin, TX, and operates a bookselling business called Rare Binds. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides a range of investment solutions through independent Financial Professionals, using various custody platforms and both discretionary and non-discretionary strategies, and features proprietary models alongside access to third-party managers.

Teri Mc Laughlin is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill, along 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Kerr is a financial advisor at Edward Jones in Marble Falls, TX. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his current role, he worked at the U.S. Department of Veterans Affairs, Evoke Consulting, LLC, and Dell Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Troy Bangs is a financial advisor with LPL Financial in Spicewood, TX, holding a Series 66 credential and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is involved in an insurance agency, Lake Travis Insurance and Financial Services, Inc., where he holds a 25% ownership interest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and portfolio management options supported by research and technology, serving a broad network of advisors and overseeing substantial assets under management.

Jo Dyer serves as a Resident Director at Merrill, bringing over a decade of experience as a Certified Public Accountant to her role. She focuses on providing guidance and input to high-net-worth families, aiming to be their primary resource for advice on legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jo Lynn collaborates with clients, including business owners and multiple generations of families, to develop personalized wealth management strategies tailored to their unique needs and goals. Jo Lynn holds a Bachelor's Degree from the Texas A&M University System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). While she does not provide tax advice in her current role, her background as a CPA enhances her ability to assist clients with estate and trust planning strategies alongside their tax, legal, and accounting advisors. Outside of her professional responsibilities, Jo Lynn is involved in community outreach as a Better Money Habits Champion and volunteers with CASA of the Highland Lakes. Her personal interests include spending time with her family, playing tennis, and practicing yoga.